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258 hedge funds and large institutions have $1.99B invested in WaFd in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

7% more capital invested

Capital invested by funds: $1.86B → $1.99B (+$129M)

3.31% more ownership

Funds ownership: 78.01%81.32% (+3.3%)

2% more funds holding

Funds holding: 254258 (+4)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

77% less call options, than puts

Call options by funds: $3K | Put options by funds: $13K

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
87
Reduced
93
Closed
25
Calls
$3K
Puts
$13K
Net Calls
-$10K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
201
Robinswood Financial
Washington
$16K
SL
202
Salomon & Ludwin
Virginia
$15.7K -$7.63K -247 -34%
LI
203
LRI Investments
Florida
$14.8K
UB
204
UMB Bank
Missouri
$14.7K +$2.84K +92 +25%
FFA
205
Farther Finance Advisors
California
$14.2K +$8.83K +286 +183%
VCM
206
Versant Capital Management
Arizona
$13.9K
SAM
207
Smartleaf Asset Management
Massachusetts
$13.9K +$10.8K +350 +449%
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$13.5K +$14.2K +460 New
HI
209
Harbour Investments
Wisconsin
$11.2K
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$9.35K -$185 -6 -2%
BFS
211
Bare Financial Services
Pennsylvania
$8.07K +$896 +29 +13%
BWA
212
Basecamp Wealth Advisors
Washington
$8.01K +$7.72K +250 New
RFP
213
Root Financial Partners
California
$7.11K +$1.08K +35 +19%
EP
214
Essential Partners
California
$6.69K +$1.79K +58 +38%
RIL
215
Rothschild Investment LLC
Illinois
$6.6K +$2.19K +71 +53%
OCM
216
Osbon Capital Management
Massachusetts
$6.41K +$6.18K +200 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$6.18K +$3.58K +116 +151%
BBHC
218
Brown Brothers Harriman & Co
New York
$5.45K +$5.25K +170 New
IA
219
IFP Advisors
Florida
$4.29K +$340 +11 +9%
SIS
220
Sound Income Strategies
Florida
$4.18K +$3.98K +129 New
S
221
SignatureFD
Georgia
$3.62K +$3.49K +113 New
MCM
222
Manchester Capital Management
Vermont
$3.24K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3.04K +$680 +22 +30%
CSC
224
Caldwell Sutter Capital
California
$2.66K
SAG
225
SageView Advisory Group
California
$2.24K +$2.16K +70 New