251 hedge funds and large institutions have $1.99B invested in WaFd in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

77% less call options, than puts

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

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
$13K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LRI Investments
Florida
$14.8K
UB
202
UMB Bank
Missouri
$14.7K
FFA
203
Farther Finance Advisors
California
$14.2K
VCM
204
Versant Capital Management
Arizona
$13.9K
SAM
205
Smartleaf Asset Management
Massachusetts
$13.9K
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$13.5K
HI
207
Harbour Investments
Wisconsin
$11.2K
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$9.35K
BFS
209
Bare Financial Services
Pennsylvania
$8.07K
RFP
210
Root Financial Partners
California
$7.11K
RIL
211
Rothschild Investment LLC
Illinois
$6.6K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$6.18K
BBHC
213
Brown Brothers Harriman & Co
New York
$5.45K
IA
214
IFP Advisors
Florida
$4.29K
SIS
215
Sound Income Strategies
Florida
$4.18K
S
216
SignatureFD
Georgia
$3.62K
MCM
217
Manchester Capital Management
Vermont
$3.24K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$3.04K
CSC
219
Caldwell Sutter Capital
California
$2.66K
SAG
220
SageView Advisory Group
California
$2.24K
CPG
221
Cornerstone Planning Group
New Jersey
$2.2K
TWD
222
True Wealth Design
Ohio
$1.99K
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.79K
CFD
224
Creative Financial Designs
Indiana
$1.76K
PWMG
225
Prestige Wealth Management Group
New Jersey
$1.47K