255 hedge funds and large institutions have $1.99B invested in WaFd in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

77% less call options, than puts

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

Holders
255
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
$13K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
201
Salomon & Ludwin
Virginia
$15.7K
LI
202
LRI Investments
Florida
$14.8K
UB
203
UMB Bank
Missouri
$14.7K
FFA
204
Farther Finance Advisors
California
$14.2K
VCM
205
Versant Capital Management
Arizona
$13.9K
SAM
206
Smartleaf Asset Management
Massachusetts
$13.9K
Los Angeles Capital Management
207
Los Angeles Capital Management
California
$13.5K
HI
208
Harbour Investments
Wisconsin
$11.2K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$9.35K
BFS
210
Bare Financial Services
Pennsylvania
$8.07K
RFP
211
Root Financial Partners
California
$7.11K
RIL
212
Rothschild Investment LLC
Illinois
$6.6K
OCM
213
Osbon Capital Management
Massachusetts
$6.41K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$6.18K
BBHC
215
Brown Brothers Harriman & Co
New York
$5.45K
IA
216
IFP Advisors
Florida
$4.29K
SIS
217
Sound Income Strategies
Florida
$4.18K
S
218
SignatureFD
Georgia
$3.62K
MCM
219
Manchester Capital Management
Vermont
$3.24K
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$3.04K
CSC
221
Caldwell Sutter Capital
California
$2.66K
SAG
222
SageView Advisory Group
California
$2.24K
CPG
223
Cornerstone Planning Group
New Jersey
$2.2K
TWD
224
True Wealth Design
Ohio
$1.99K
JWA
225
JFS Wealth Advisors
Pennsylvania
$1.79K