WAFD icon

WaFd
WAFD

Overview Fund Activity

248 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
248
Holders Change
+4
Holders Change %
+1.64%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
90
Reduced
83
Closed
25
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K

Top Buyers

1
BlackRock
1
BlackRock
New York
$383M
2
State Street
2
State Street
Massachusetts
$155M
3
RIP
3
Rhino Investment Partners
Pennsylvania
$14.6M
4
BCM
4
Basswood Capital Management
New York
$9.21M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.1M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$22.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$5.11M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$8.14M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$21.6K 670 – –
GRP
202
Global Retirement Partners
California
$19.6K 609 -121 -17%
CIAM
203
Caitong International Asset Management
Hong Kong
$19.2K 595 +595 New
RA
204
Rise Advisors
New York
$19.1K 592 +4 +0.7%
LFG
205
Larson Financial Group
Missouri
$16.4K 509 – –
VCM
206
Versant Capital Management
Arizona
$15.3K 476 +274 +136%
LI
207
LRI Investments
Florida
$14.9K 462 – –
SO
208
Sierra Ocean
California
$13.2K 408 +408 New
CAL
209
Capital Advisors Ltd
Ohio
$12K 368 – –
WTFG
210
Wood Tarver Financial Group
Idaho
$12K 379 +379 New
SAM
211
Smartleaf Asset Management
Massachusetts
$11.3K 348 +64 +23%
RTC
212
Riverview Trust Company
Washington
$9.83K 305 – –
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$8.06K 250 -53 -17%
QL
214
Quarry LP
New York
$8.03K 249 +249 New
Bessemer Group
215
Bessemer Group
New Jersey
$8K 262 +92 +54%
PTC
216
Private Trust Company
Ohio
$7.67K 238 – –
UB
217
UMB Bank
Missouri
$6.67K 207 – –
WA
218
WPG Advisers
Maryland
$5.26K 163 +163 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4.68K 145 -4 -3%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$4.19K 130 +42 +48%
MCM
221
Manchester Capital Management
Vermont
$3.26K 101 – –
CSC
222
Caldwell Sutter Capital
California
$2.68K 83 – –
HNW
223
High Note Wealth
Minnesota
$2.52K 78 +78 New
HWM
224
Hemington Wealth Management
Virginia
$2K 73 +37 +103%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$1.9K 59 -182 -76%
7 8
9
10 11