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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
MCM
176
MAI Capital Management
Ohio
$206K +$224K +6,375 New
CWM
177
CIBC World Markets
New York
$202K +$220K +6,250 New
ACM
178
Aquatic Capital Management
Illinois
$141K +$153K +4,361 New
TRCT
179
Tower Research Capital (TRC)
New York
$130K -$167K -4,757 -54%
KBC Group
180
KBC Group
Belgium
$121K +$33.9K +965 +35%
US Bancorp
181
US Bancorp
Minnesota
$117K +$73.8K +2,101 +137%
BCWM
182
Bartlett & Co Wealth Management
Ohio
$111K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$110K
Lazard Asset Management
184
Lazard Asset Management
New York
$81K -$59.4K -1,690 -40%
SCM
185
Sterling Capital Management
North Carolina
$67.9K +$65.8K +1,873 +807%
OPTFSNA
186
Old Point Trust & Financial Services N A
Virginia
$65.1K
HFS
187
HBC Financial Services
Washington
$64K
SPIA
188
Steward Partners Investment Advisory
New York
$61.4K
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.8K -$2.5K -71 -4%
HI
190
Harbour Investments
Wisconsin
$56.5K +$14.1K +400 +30%
BAM
191
Bellevue Asset Management
Washington
$55.9K
PA
192
Parallel Advisors
California
$54K
GI
193
GAMMA Investing
California
$53.6K +$3.73K +106 +7%
TPCW
194
TD Private Client Wealth
New York
$47.7K -$12.1K -344 -19%
ME
195
McIlrath & Eck
Washington
$42.7K +$35 +1 +0.1%
ACM
196
Aster Capital Management
United Arab Emirates
$36K +$35.6K +1,013 +983%
BTI
197
Blue Trust Inc
Georgia
$29.6K -$9.49K -270 -23%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$26.5K
QCG
199
Quadrant Capital Group
Ohio
$25.6K -$12.3K -350 -31%
C
200
Covestor
United Kingdom
$22K -$43.4K -1,236 -65%

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.