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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
Nomura Asset Management
201
Nomura Asset Management
Japan
$21.6K
GRP
202
Global Retirement Partners
California
$19.6K -$4.25K -121 -17%
CIAM
203
Caitong International Asset Management
Hong Kong
$19.2K +$20.9K +595 New
RA
204
Rise Advisors
New York
$19.1K +$141 +4 +0.7%
LFG
205
Larson Financial Group
Missouri
$16.4K
RF
206
Robinswood Financial
Washington
$16.1K
VCM
207
Versant Capital Management
Arizona
$15.3K +$9.63K +274 +136%
LI
208
LRI Investments
Florida
$14.9K
SO
209
Sierra Ocean
California
$13.2K +$14.3K +408 New
CAL
210
Capital Advisors Ltd
Ohio
$12K
WTFG
211
Wood Tarver Financial Group
Idaho
$12K +$13.3K +379 New
SAM
212
Smartleaf Asset Management
Massachusetts
$11.3K +$2.25K +64 +23%
RTC
213
Riverview Trust Company
Washington
$9.83K
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$8.06K -$1.86K -53 -17%
QL
215
Quarry LP
New York
$8.03K +$8.75K +249 New
Bessemer Group
216
Bessemer Group
New Jersey
$8K +$3.23K +92 +54%
PTC
217
Private Trust Company
Ohio
$7.67K
UB
218
UMB Bank
Missouri
$6.67K
WA
219
WPG Advisers
Maryland
$5.25K +$5.73K +163 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$4.67K -$141 -4 -3%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$4.19K +$1.48K +42 +48%
MCM
222
Manchester Capital Management
Vermont
$3.26K
CSC
223
Caldwell Sutter Capital
California
$2.68K
HNW
224
High Note Wealth
Minnesota
$2.52K +$2.74K +78 New
HWM
225
Hemington Wealth Management
Virginia
$2K +$1.3K +37 +103%

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.