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249 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.94% more ownership

Funds ownership: 78.69%79.63% (+0.94%)

1% more funds holding

Funds holding: 247249 (+2)

6% less capital invested

Capital invested by funds: $2.23B → $2.09B (-$139M)

80% less call options, than puts

Call options by funds: $164K | Put options by funds: $819K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
90
Reduced
84
Closed
26
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$325K +$159K +4,522 +81%
PWAM
152
Pinnacle West Asset Management
Wyoming
$322K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$319K +$41.9K +1,192 +14%
BJL
154
Brighton Jones LLC
Washington
$313K -$60.2K -1,713 -15%
ICM
155
IMS Capital Management
Oregon
$310K -$8.05K -229 -2%
DWT
156
Dorsey & Whitney Trust
South Dakota
$308K -$298K -8,478 -47%
ECM
157
EMC Capital Management
Texas
$303K +$242K +6,888 +276%
SA
158
Sanctuary Advisors
Indiana
$291K -$8.54K -243 -2%
MFG
159
MidWestOne Financial Group
Iowa
$284K
LA
160
Lakeside Advisors
Washington
$282K +$281 +8 +0.1%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$272K +$1.44K +41 +0.5%
DTL
162
Dynamic Technology Lab
Singapore
$268K +$47K +1,337 +19%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$268K +$50.7K +1,443 +21%
OC
164
Oppenheimer & Co
New York
$268K +$1.55K +44 +0.5%
AQR Capital Management
165
AQR Capital Management
Connecticut
$267K +$48.1K +1,368 +20%
CM
166
Crestline Management
Texas
$258K +$281K +8,000 New
HSBC Holdings
167
HSBC Holdings
United Kingdom
$252K -$488K -13,890 -64%
PS
168
Principal Securities
Iowa
$246K +$25K +712 +10%
CG
169
Caprock Group
Idaho
$240K +$262K +7,449 New
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$239K +$11.9K +338 +5%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$236K
Jane Street
172
Jane Street
New York
$232K -$1.95M -55,398 -88%
M&T Bank
173
M&T Bank
New York
$231K +$3.23K +92 +1%
AIP
174
Ameritas Investment Partners
Nebraska
$225K +$15.8K +450 +7%
SC
175
Savant Capital
Illinois
$211K +$9.03K +257 +4%

WAFD Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2024, worth a combined $2.09B — down 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WAFD positions and 26 closed out — a net gain of 4 holders — while 90 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Goldman Sachs, cutting an estimated $27.8M.

  • 249 institutional investors held WaFd (WAFD) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $2.09B of WaFd stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest WaFd buyer in Q4 2024 was BlackRock, an estimated $38M added.
  • The largest WaFd seller in Q4 2024 was Goldman Sachs, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.