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WaFd
WAFD

257 hedge funds and large institutions have $1.94B invested in WaFd in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

0.08% more ownership

Funds ownership: 81.32% → 81.4% (+0.08%)

0% less funds holding

Funds holding: 258 → 257 (-1)

2% less capital invested

Capital invested by funds: $1.99B → $1.94B (-$49.6M)

8% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
257
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
87
Reduced
95
Closed
26
Calls
–
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$6K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$15M
2
Two Sigma Investments
Two Sigma Investments
New York
+$12.5M
3
UBS Group
UBS Group
Switzerland
+$10.9M
4
EF
Empowered Funds
Pennsylvania
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$6.39M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$20.7M
2
Invesco
Invesco
Georgia
-$13.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
4
BlackRock
BlackRock
New York
-$10.5M
5
Wells Fargo
Wells Fargo
California
-$7.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$347M -$10.5M -327,013 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$155M -$1.11M -34,565 -0.7%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$151M +$155M +4,820,545 New
State Street
4
State Street
Massachusetts
$132M +$3.14M +97,633 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$114M +$15M +466,916 +15%
VCM
6
Vanguard Capital Management
Pennsylvania
$108M +$110M +3,427,275 New
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$102M -$3.6M -111,792 -3%
American Century Companies
8
American Century Companies
Missouri
$69.4M +$3.46M +107,447 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$61.3M +$336K +10,450 +0.5%
SFM
10
Systematic Financial Management
New Jersey
$48.3M -$614K -19,085 -1%
FCM
11
Frontier Capital Management
Massachusetts
$33.7M -$1.52M -47,301 -4%
Charles Schwab
12
Charles Schwab
California
$33.2M -$666K -20,716 -2%
Bank of America
13
Bank of America
North Carolina
$28.4M +$6.39M +198,728 +28%
Ameriprise
14
Ameriprise
Minnesota
$26.7M -$1.9M -59,130 -6%
Northern Trust
15
Northern Trust
Illinois
$24.7M +$385K +11,982 +2%
Morgan Stanley
16
Morgan Stanley
New York
$24.4M +$829K +25,784 +3%
Wells Fargo
17
Wells Fargo
California
$24M -$7.69M -239,093 -24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21.2M -$1.17M -36,468 -5%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$17.3M +$6.24M +193,949 +54%
Two Sigma Investments
20
Two Sigma Investments
New York
$17.3M +$12.5M +389,011 +239%
UBS Group
21
UBS Group
Switzerland
$17M +$10.9M +339,086 +167%
MIM
22
MetLife Investment Management
New Jersey
$16.7M -$4.22M -131,292 -20%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$16.7M +$2.56M +79,484 +18%
BCM
24
Bridgeway Capital Management
Texas
$16.5M -$38.6K -1,200 -0.2%
Principal Financial Group
25
Principal Financial Group
Iowa
$15.8M +$4.15M +129,041 +34%
1
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WAFD Hedge Fund Activity: Q1 2026 in Review

257 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2026, worth a combined $1.94B — down 2.5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 26 closed out — a net gain of 8 holders — while 87 added to existing stakes and 95 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $15M. The largest seller was William Blair Investment Management, cutting an estimated $20.7M.

  • 257 institutional investors held WaFd (WAFD) as of Q1 2026, down from 258 in Q4 2025.
  • Funds reported $1.94B of WaFd stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2026 and 26 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2026 was AllianceBernstein, an estimated $15M added.
  • The largest WaFd seller in Q1 2026 was William Blair Investment Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2026.