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247 hedge funds and large institutions have $2.23B invested in WaFd in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

32% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 71

26% more capital invested

Capital invested by funds: $1.77B → $2.23B (+$453M)

7% more funds holding

Funds holding: 230247 (+17)

2.4% more ownership

Funds ownership: 76.29%78.69% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

68% less call options, than puts

Call options by funds: $470K | Put options by funds: $1.46M

Holders
247
Holders Change
+17
Holders Change %
+7.39%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
94
Reduced
71
Closed
20
Calls
$470K
Puts
$1.46M
Net Calls
-$989K
Net Calls Change
+$474K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$377M -$3.61M -106,083 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$322M +$7.75M +227,751 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$194M -$2.58M -75,785 -1%
State Street
4
State Street
Massachusetts
$138M +$6.66M +195,845 +5%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$127M -$2.26M -66,427 -2%
Wells Fargo
6
Wells Fargo
California
$69M -$14M -411,404 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$61.3M +$5.43M +159,750 +10%
American Century Companies
8
American Century Companies
Missouri
$53.6M +$9M +264,439 +21%
Goldman Sachs
9
Goldman Sachs
New York
$52.3M +$41.7M +1,225,265 +445%
Macquarie Group
10
Macquarie Group
Australia
$50.9M +$102K +3,000 +0.2%
SFM
11
Systematic Financial Management
New Jersey
$49.9M +$8.61M +253,044 +21%
Ameriprise
12
Ameriprise
Minnesota
$43M -$3.57M -104,877 -8%
Charles Schwab
13
Charles Schwab
California
$42.7M +$2.86M +84,155 +7%
FCM
14
Frontier Capital Management
Massachusetts
$38.3M +$6.03M +177,198 +19%
Artisan Partners
15
Artisan Partners
Wisconsin
$38.1M -$8.4M -247,043 -18%
Northern Trust
16
Northern Trust
Illinois
$31.7M +$714K +20,996 +2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$31.6M -$947K -27,848 -3%
Morgan Stanley
18
Morgan Stanley
New York
$30.9M +$10.1M +296,455 +50%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24.7M -$711K -20,904 -3%
Bank of America
20
Bank of America
North Carolina
$22.2M -$1.08M -31,728 -5%
ClearBridge Investments
21
ClearBridge Investments
New York
$20.7M -$22.4K -658 -0.1%
N
22
Nuveen
North Carolina
$19.6M +$12.2M +359,686 +177%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$18.6M +$18.1M +533,241 New
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$17.4M -$3.07M -90,370 -15%
BCM
25
Bridgeway Capital Management
Texas
$15.2M -$1.75M -51,394 -11%

WAFD Hedge Fund Activity: Q3 2024 in Review

247 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2024, worth a combined $2.23B — up 26% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WAFD positions and 20 closed out — a net gain of 17 holders — while 94 added to existing stakes and 71 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $41.7M. The largest seller was Citadel Advisors, cutting an estimated $15.8M.

  • 247 institutional investors held WaFd (WAFD) as of Q3 2024, up from 230 in Q2 2024.
  • Funds reported $2.23B of WaFd stock for Q3 2024, up 26% quarter-over-quarter.
  • 37 funds opened new WaFd positions in Q3 2024 and 20 closed out, a net change of +17 holders.
  • The largest WaFd buyer in Q3 2024 was Goldman Sachs, an estimated $41.7M added.
  • The largest WaFd seller in Q3 2024 was Citadel Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2024.