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WaFd
WAFD

230 hedge funds and large institutions have $1.77B invested in WaFd in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

8% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$128M)

6.96% more ownership

Funds ownership: 69.32% → 76.29% (+7%)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 229 → 230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

81% less call options, than puts

Call options by funds: $343K | Put options by funds: $1.81M

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
84
Reduced
71
Closed
24
Calls
$343K
Puts
$1.81M
Net Calls
-$1.46M
Net Calls Change
-$2.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$65.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$31.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$17.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$13M
5
BlackRock
BlackRock
New York
+$12.3M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$7.84M
2
LSV Asset Management
LSV Asset Management
Illinois
-$5.44M
3
Ameriprise
Ameriprise
Minnesota
-$2.94M
4
Morgan Stanley
Morgan Stanley
New York
-$2.53M
5
Millennium Management
Millennium Management
New York
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
201
GAMMA Investing
California
$7.23K +$28 +1 +0.4%
MWA
202
MFA Wealth Advisors
Pennsylvania
$6.86K +$6.65K +240 New
QC
203
Quent Capital
New York
$5.17K – – –
SAM
204
Smartleaf Asset Management
Massachusetts
$4.96K +$4.13K +149 +481%
VCM
205
Versant Capital Management
Arizona
$4.09K +$2.55K +92 +180%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.88K +140 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$3.03K +$2.55K +92 +657%
Bessemer Group
208
Bessemer Group
New Jersey
$3K – – –
MCM
209
Manchester Capital Management
Vermont
$2.89K – – –
UB
210
UMB Bank
Missouri
$2.66K +$1.58K +57 +158%
CSC
211
Caldwell Sutter Capital
California
$2.37K – – –
AAP
212
Arax Advisory Partners
Colorado
$1.54K +$1.5K +54 New
PWMG
213
Prestige Wealth Management Group
New Jersey
$1.31K – – –
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.29K – – –
IA
215
IFP Advisors
Florida
$1.2K – – –
JWA
216
JFS Wealth Advisors
Pennsylvania
$1.17K – – –
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$1K +$28 +1 +3%
RIL
218
Rothschild Investment LLC
Illinois
$857 +$692 +25 +500%
CFO
219
CVA Family Office
Colorado
$686 +$665 +24 New
S
220
SignatureFD
Georgia
$629 – – –
Barrow, Hanley, Mewhinney & Strauss
221
Barrow, Hanley, Mewhinney & Strauss
Texas
$629 +$28 +1 +5%
AWM
222
Avior Wealth Management
Nebraska
$571 -$415 -15 -43%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$508 – – –
SIC
224
SJS Investment Consulting
Ohio
$372 – – –
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$372 +$55 +2 +18%
7 8
9
10 11

WAFD Hedge Fund Activity: Q2 2024 in Review

230 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2024, worth a combined $1.77B — up 7.8% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WAFD positions and 24 closed out — a net gain of 2 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Wells Fargo, adding an estimated $65.3M. The largest seller was Macquarie Group, cutting an estimated $7.84M.

  • 230 institutional investors held WaFd (WAFD) as of Q2 2024, up from 229 in Q1 2024.
  • Funds reported $1.77B of WaFd stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 26 funds opened new WaFd positions in Q2 2024 and 24 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q2 2024 was Wells Fargo, an estimated $65.3M added.
  • The largest WaFd seller in Q2 2024 was Macquarie Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q2 2024.