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WAY

Waystar Holding Corp

268 hedge funds and large institutions have $5.9B invested in Waystar Holding Corp in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

19% more funds holding

Funds holding: 226268 (+42)

15% more capital invested

Capital invested by funds: $5.15B → $5.9B (+$754M)

3.42% more ownership

Funds ownership: 80.08%83.5% (+3.4%)

0% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $28.5M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
268
Holders Change
+42
Holders Change %
+18.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
70
Increased
123
Reduced
62
Closed
25
Calls
$28.5M
Puts
$28.5M
Net Calls
+$11K
Net Calls Change
+$7.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$4.9K +$2.12K +55 +85%
VWWMG
252
Vermillion & White Wealth Management Group
Pennsylvania
$4.25K +$4.01K +104 New
MCM
253
MAI Capital Management
Ohio
$3.84K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$2.74K +$2.58K +67 New
AF
255
Allworth Financial
California
$2.17K +$1.73K +45 +563%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$1.23K +$578 +15 +100%
HNB
257
Huntington National Bank
Ohio
$1.06K +$1K +26 New
CIAM
258
Caitong International Asset Management
Hong Kong
$858 -$131K -3,391 -99%
KIM
259
Kestra Investment Management
Texas
$822
SC
260
SouthState Corp
Florida
$777
S
261
SignatureFD
Georgia
$736 +$154 +4 +29%
PWA
262
Physician Wealth Advisors
Utah
$491 +$462 +12 New
IA
263
IFP Advisors
Florida
$327 +$308 +8 New
SAM
264
Smartleaf Asset Management
Massachusetts
$238 -$3.81K -99 -94%
FFA
265
Farther Finance Advisors
California
$204 +$193 +5 New
TPWA
266
Twin Peaks Wealth Advisors
California
$138 +$154 +4 New
SS
267
SBI Securities
Japan
$82 -$13.9K -360 -99%
EP
268
Essential Partners
California
$82 +$77 +2 New
TGA
269
TPG GP A
Texas
-$132M -3,543,270 Closed
AIM
270
Anatole Investment Management
Hong Kong
-$34.3M -919,178 Closed
CCM
271
CloudAlpha Capital Management
Hong Kong
-$10.4M -279,540 Closed
MIM
272
Monashee Investment Management
Massachusetts
-$9.34M -250,000 Closed
AM
273
AGF Management
Ontario, Canada
-$8.59M -229,874 Closed
Hudson Bay Capital Management
274
Hudson Bay Capital Management
Connecticut
-$6.9M -184,800 Closed
Blackstone Inc
275
Blackstone Inc
New York
-$5.6M -150,000 Closed

WAY Hedge Fund Activity: Q2 2025 in Review

268 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Waystar Holding Corp (WAY) for Q2 2025, worth a combined $5.9B — up 15% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WAY positions and 25 closed out — a net gain of 45 holders — while 123 added to existing stakes and 62 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $123M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $182M.

  • 268 institutional investors held Waystar Holding Corp (WAY) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $5.9B of Waystar Holding Corp stock for Q2 2025, up 15% quarter-over-quarter.
  • 70 funds opened new Waystar Holding Corp positions in Q2 2025 and 25 closed out, a net change of +45 holders.
  • The largest Waystar Holding Corp buyer in Q2 2025 was AllianceBernstein, an estimated $123M added.
  • The largest Waystar Holding Corp seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2025.