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WaFd
WAFD

Overview Fund Activity

244 hedge funds and large institutions have $2.22B invested in WaFd in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 70 reducing their positions, and 22 closing their positions.

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
94
Reduced
70
Closed
22
Calls
$470K
Puts
$1.46M
Net Calls
-$989K
Net Calls Change
+$474K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$52.3M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$18.6M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$12.6M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$19.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$615K
2
Wells Fargo
2
Wells Fargo
California
$69M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$38.1M
4
FP
4
Foundry Partners
Minnesota
$3.07M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$13K – – –
RTC
202
Riverview Trust Company
Washington
$10.6K +$10.6K +305 New
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$10.6K -$2.68K -77 -20%
SAM
204
Smartleaf Asset Management
Massachusetts
$9.8K +$3.59K +104 +58%
FNWA
205
Financial Network Wealth Advisors
Utah
$8.71K -$8.71K -250 -50%
MWA
206
MFA Wealth Advisors
Pennsylvania
$8.36K – – –
Jones Financial Companies
207
Jones Financial Companies
Missouri
$8.3K -$7.1K -206 -46%
PTC
208
Private Trust Company
Ohio
$8.29K -$1.08K -31 -12%
SCM
209
Sterling Capital Management
North Carolina
$8.09K +$8.09K +232 New
UB
210
UMB Bank
Missouri
$7.21K +$3.97K +114 +123%
VCM
211
Versant Capital Management
Arizona
$7.04K +$2.06K +59 +41%
QC
212
Quent Capital
New York
$6.31K – – –
Bessemer Group
213
Bessemer Group
New Jersey
$6K +$2.61K +74 +77%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$5.19K +$1.5K +43 +41%
ACM
215
Aster Capital Management
United Arab Emirates
$3.59K +$3.59K +103 New
MCM
216
Manchester Capital Management
Vermont
$3.52K – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$3.07K -$1.81K -52 -37%
CSC
218
Caldwell Sutter Capital
California
$2.89K – – –
RIL
219
Rothschild Investment LLC
Illinois
$2.61K +$1.57K +45 +150%
GWM
220
Geneos Wealth Management
Colorado
$1.92K +$1.92K +55 New
AAP
221
Arax Advisory Partners
Colorado
$1.88K – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.85K +$418 +12 +29%
PWMG
223
Prestige Wealth Management Group
New Jersey
$1.6K – – –
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.57K – – –
IA
225
IFP Advisors
Florida
$1.46K – – –
7 8
9
10 11