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WaFd
WAFD

244 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

0.14% more ownership

Funds ownership: 79.63% → 79.77% (+0.14%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 249 → 244 (-5)

11% less capital invested

Capital invested by funds: $2.09B → $1.86B (-$230M)

58% less call options, than puts

Call options by funds: $13K | Put options by funds: $31K

Holders
244
Holders Change
-5
Holders Change %
-2.01%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
87
Reduced
79
Closed
32
Calls
$13K
Puts
$31K
Net Calls
-$18K
Net Calls Change
+$637K

Top Buyers

Rank Fund Capital Flow
1
MIM
MetLife Investment Management
New Jersey
+$19M
2
Invesco
Invesco
Georgia
+$18.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$15.1M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$11.6M
3
State Street
State Street
Massachusetts
-$10.6M
4
BCM
Basswood Capital Management
New York
-$9.21M
5
RIP
Rhino Investment Partners
Pennsylvania
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
$11K – – –
WTFG
202
Wood Tarver Financial Group
Idaho
$10.8K – – –
RTC
203
Riverview Trust Company
Washington
$8.72K – – –
UB
204
UMB Bank
Missouri
$8.35K +$2.52K +85 +41%
SAM
205
Smartleaf Asset Management
Massachusetts
$7.95K -$2.02K -68 -20%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$6.97K +$3.38K +114 +88%
EWA
207
EverSource Wealth Advisors
Alabama
$6.69K +$6.05K +204 +680%
GC
208
Garde Capital
Washington
$6.66K +$6.91K +233 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$6.34K +$2.28K +77 +53%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$5.94K -$1.25K -42 -17%
Bessemer Group
211
Bessemer Group
New Jersey
$5K -$2.31K -78 -30%
RIL
212
Rothschild Investment LLC
Illinois
$4.72K +$3.26K +110 +200%
MCM
213
Manchester Capital Management
Vermont
$2.89K – – –
CSC
214
Caldwell Sutter Capital
California
$2.37K – – –
HWM
215
Hemington Wealth Management
Virginia
$2K +$297 +10 +14%
CPG
216
Cornerstone Planning Group
New Jersey
$1.9K +$1.99K +67 New
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$1.88K +$2.25K +76 New
HNW
218
High Note Wealth
Minnesota
$1.83K -$415 -14 -18%
JWA
219
JFS Wealth Advisors
Pennsylvania
$1.66K +$30 +1 +2%
IA
220
IFP Advisors
Florida
$1.66K – – –
CFD
221
Creative Financial Designs
Indiana
$1.57K +$1.63K +55 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1.37K +$1.19K +40 +500%
TWD
223
True Wealth Design
Ohio
$1.37K +$1.42K +48 New
PWMG
224
Prestige Wealth Management Group
New Jersey
$1.31K – – –
BFS
225
Bare Financial Services
Pennsylvania
$1.31K +$1.36K +46 New
7 8
9
10 11

WAFD Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2025, worth a combined $1.86B — down 11% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WAFD and 29 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 87 added.

The largest buyer was MetLife Investment Management, adding an estimated $19M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $19.1M sold.

  • 244 institutional investors held WaFd (WAFD) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $1.86B of WaFd stock for Q1 2025, down 11% quarter-over-quarter.
  • 29 funds opened new WaFd positions in Q1 2025 and 32 closed out, a net change of -3 holders.
  • The largest WaFd buyer in Q1 2025 was MetLife Investment Management, an estimated $19M added.
  • The largest WaFd seller in Q1 2025 was ClearBridge Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.