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249 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.94% more ownership

Funds ownership: 78.69%79.63% (+0.94%)

1% more funds holding

Funds holding: 247249 (+2)

6% less capital invested

Capital invested by funds: $2.23B → $2.09B (-$139M)

80% less call options, than puts

Call options by funds: $164K | Put options by funds: $819K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
90
Reduced
84
Closed
26
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$383M +$38M +1,082,321 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M +$5.87M +166,931 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$174M -$6.25M -177,737 -3%
State Street
4
State Street
Massachusetts
$155M +$29.7M +846,636 +21%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$119M +$1.48M +42,096 +1%
Wells Fargo
6
Wells Fargo
California
$58.3M -$6.01M -170,961 -9%
American Century Companies
7
American Century Companies
Missouri
$57.2M +$8.26M +234,977 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$56.9M +$154K +4,369 +0.2%
Macquarie Group
9
Macquarie Group
Australia
$48.8M +$1.91M +54,315 +4%
SFM
10
Systematic Financial Management
New Jersey
$48.6M +$2.59M +73,845 +5%
Charles Schwab
11
Charles Schwab
California
$39.3M -$239K -6,802 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$37.7M -$2.24M -63,663 -5%
FCM
13
Frontier Capital Management
Massachusetts
$35.2M -$297K -8,464 -0.8%
Artisan Partners
14
Artisan Partners
Wisconsin
$35.1M -$120K -3,419 -0.3%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$30M +$798K +22,716 +3%
Northern Trust
16
Northern Trust
Illinois
$26.8M -$2.66M -75,781 -8%
Morgan Stanley
17
Morgan Stanley
New York
$24.7M -$4.2M -119,503 -13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.7M +$1.01M +28,849 +4%
Goldman Sachs
19
Goldman Sachs
New York
$22.8M -$27.8M -791,876 -53%
ClearBridge Investments
20
ClearBridge Investments
New York
$19.1M -$52.5K -1,495 -0.3%
Bank of America
21
Bank of America
North Carolina
$18M -$2.75M -78,224 -12%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$17.1M +$1.19M +34,000 +7%
Invesco
23
Invesco
Georgia
$15.9M +$6.74M +191,855 +64%
JP Morgan Chase
24
JP Morgan Chase
New York
$15.1M +$9.98M +283,953 +153%
RIP
25
Rhino Investment Partners
Pennsylvania
$14.6M +$12.4M +352,076 +344%

WAFD Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2024, worth a combined $2.09B — down 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WAFD positions and 26 closed out — a net gain of 4 holders — while 90 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Goldman Sachs, cutting an estimated $27.8M.

  • 249 institutional investors held WaFd (WAFD) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $2.09B of WaFd stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest WaFd buyer in Q4 2024 was BlackRock, an estimated $38M added.
  • The largest WaFd seller in Q4 2024 was Goldman Sachs, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.