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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
BlackRock
1
BlackRock
New York
$344M +$4.77M +160,721 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M -$229K -7,736 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$149M -$4.52M -152,391 -3%
State Street
4
State Street
Massachusetts
$127M -$10.6M -358,671 -7%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$105M -$697K -23,500 -0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$57M +$6.8M +229,123 +13%
American Century Companies
7
American Century Companies
Missouri
$55.7M +$5.17M +174,453 +10%
Wells Fargo
8
Wells Fargo
California
$46.7M -$5.16M -173,988 -10%
SFM
9
Systematic Financial Management
New Jersey
$43.8M +$740K +24,959 +2%
Macquarie Group
10
Macquarie Group
Australia
$40.8M -$2.54M -85,765 -6%
Charles Schwab
11
Charles Schwab
California
$33.8M -$1.1M -37,148 -3%
Ameriprise
12
Ameriprise
Minnesota
$33.7M +$298K +10,061 +0.9%
FCM
13
Frontier Capital Management
Massachusetts
$32.5M +$1.37M +46,347 +4%
Invesco
14
Invesco
Georgia
$31.6M +$18.2M +613,596 +124%
Artisan Partners
15
Artisan Partners
Wisconsin
$31.4M +$215K +7,264 +0.7%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$25.4M -$1.22M -40,990 -4%
Northern Trust
17
Northern Trust
Illinois
$25M +$1.27M +42,653 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$20.9M -$191K -6,439 -0.9%
Morgan Stanley
19
Morgan Stanley
New York
$20.6M -$1.3M -43,717 -6%
MIM
20
MetLife Investment Management
New Jersey
$19.5M +$19M +642,270 +1,577%
First Trust Advisors
21
First Trust Advisors
Illinois
$18.2M +$15.1M +510,694 +400%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$15.8M +$589K +19,865 +4%
Bank of America
23
Bank of America
North Carolina
$15M -$958K -32,295 -6%
BCM
24
Bridgeway Capital Management
Texas
$13.6M +$769K +25,945 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$13.2M +$414K +13,972 +3%
1
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WAFD Hedge Fund Activity: Q1 2025 in Review

244 of the 7,457 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.