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WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
87
Reduced
76
Closed
32
Calls
$13K
Puts
$31K
Net Calls
-$18K
Net Calls Change
+$637K

Top Buyers

1
MIM
MetLife Investment Management
New Jersey
$19.5M
2
Invesco
Invesco
Georgia
$31.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$57M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.85M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$9.07M
3
State Street
State Street
Massachusetts
$127M
4
BCM
Basswood Capital Management
New York
$0
5
RIP
Rhino Investment Partners
Pennsylvania
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
201
Riverview Trust Company
Washington
$8.72K – – –
UB
202
UMB Bank
Missouri
$8.35K +$2.43K +85 +41%
SAM
203
Smartleaf Asset Management
Massachusetts
$7.95K -$1.93K -68 -20%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$6.97K +$3.26K +114 +88%
EWA
205
EverSource Wealth Advisors
Alabama
$6.69K +$5.83K +204 +680%
GC
206
Garde Capital
Washington
$6.66K +$6.66K +233 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$6.35K +$2.2K +77 +53%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$5.94K -$1.2K -42 -17%
Bessemer Group
209
Bessemer Group
New Jersey
$5K -$2.12K -78 -30%
RIL
210
Rothschild Investment LLC
Illinois
$4.72K +$3.14K +110 +200%
MCM
211
Manchester Capital Management
Vermont
$2.89K – – –
CSC
212
Caldwell Sutter Capital
California
$2.37K – – –
HWM
213
Hemington Wealth Management
Virginia
$2K +$241 +10 +14%
CPG
214
Cornerstone Planning Group
New Jersey
$1.9K +$1.9K +67 New
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$1.88K +$1.88K +76 New
HNW
216
High Note Wealth
Minnesota
$1.83K -$400 -14 -18%
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.66K +$29 +1 +2%
IA
218
IFP Advisors
Florida
$1.66K – – –
CFD
219
Creative Financial Designs
Indiana
$1.57K +$1.57K +55 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$1.37K +$1.14K +40 +500%
TWD
221
True Wealth Design
Ohio
$1.37K +$1.37K +48 New
PWMG
222
Prestige Wealth Management Group
New Jersey
$1.32K – – –
BFS
223
Bare Financial Services
Pennsylvania
$1.32K +$1.32K +46 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.29K – – –
QL
225
Quarry LP
New York
$1.09K -$6.03K -211 -85%
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9
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