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WaFd
WAFD

258 hedge funds and large institutions have $1.99B invested in WaFd in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

7% more capital invested

Capital invested by funds: $1.86B → $1.99B (+$129M)

3.31% more ownership

Funds ownership: 78.01% → 81.32% (+3.3%)

2% more funds holding

Funds holding: 254 → 258 (+4)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

77% less call options, than puts

Call options by funds: $3K | Put options by funds: $13K

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
87
Reduced
93
Closed
25
Calls
$3K
Puts
$13K
Net Calls
-$10K
Net Calls Change
-$22K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$93M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.24M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.1M
4
ECM
ExodusPoint Capital Management
New York
+$7.02M
5
Goldman Sachs
Goldman Sachs
New York
+$4.74M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$31M
2
First Trust Advisors
First Trust Advisors
Illinois
-$16.5M
3
Ameriprise
Ameriprise
Minnesota
-$14.4M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$9.77M
5
EF
Empowered Funds
Pennsylvania
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$302K -$3.95K -128 -1%
HWM
152
HB Wealth Management
Georgia
$300K -$14.5K -471 -5%
DS
153
DRW Securities
Illinois
$299K +$288K +9,336 New
MOACM
154
Mutual of America Capital Management
New York
$288K +$5.53K +179 +2%
LNWTC
155
Laird Norton Wetherby Trust Company
Washington
$283K +$273K +8,826 New
MFG
156
MidWestOne Financial Group
Iowa
$282K – – –
Man Group
157
Man Group
United Kingdom
$277K +$267K +8,647 New
HighTower Advisors
158
HighTower Advisors
Illinois
$273K +$263K +8,509 New
CG
159
Caprock Group
Idaho
$270K -$49.2K -1,592 -16%
BWM
160
Baron Wealth Management
Michigan
$269K +$259K +8,397 New
FRM
161
Fox Run Management
Connecticut
$252K -$138K -4,473 -36%
LA
162
Lakeside Advisors
Washington
$248K -$24.4K -790 -9%
AIM
163
Aigen Investment Management
New York
$246K -$326K -10,556 -58%
TSS
164
Two Sigma Securities
New York
$238K +$230K +7,435 New
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$231K +$223K +7,213 New
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$228K +$8K +259 +4%
DekaBank Deutsche Girozentrale
167
DekaBank Deutsche Girozentrale
Germany
$219K – – –
CL
168
Choreo LLC
Illinois
$216K -$63K -2,038 -23%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$213K -$15.9K -516 -7%
AIP
170
Ameritas Investment Partners
Nebraska
$211K – – –
US Bancorp
171
US Bancorp
Minnesota
$204K +$163K +5,267 +472%
MCM
172
MAI Capital Management
Ohio
$204K – – –
KAS
173
Kestra Advisory Services
Texas
$179K +$172K +5,576 New
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
$153K -$158K -5,100 -52%
SCM
175
Sterling Capital Management
North Carolina
$144K -$30K -970 -18%
5 6
7
8 9

WAFD Hedge Fund Activity: Q4 2025 in Review

258 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2025, worth a combined $1.99B — up 6.9% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WAFD positions and 25 closed out — a net gain of 8 holders — while 87 added to existing stakes and 93 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $93M. The largest seller was Artisan Partners, exiting entirely with an estimated $31M sold.

  • 258 institutional investors held WaFd (WAFD) as of Q4 2025, up from 254 in Q3 2025.
  • Funds reported $1.99B of WaFd stock for Q4 2025, up 6.9% quarter-over-quarter.
  • 33 funds opened new WaFd positions in Q4 2025 and 25 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q4 2025 was AllianceBernstein, an estimated $93M added.
  • The largest WaFd seller in Q4 2025 was Artisan Partners, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2025.