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WAY

Waystar Holding Corp

305 hedge funds and large institutions have $4.93B invested in Waystar Holding Corp in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 113 increasing their positions, 91 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 91

20% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 66

14% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $17.1M

2.42% more ownership

Funds ownership: 104.2%106.62% (+2.4%)

2% more funds holding

Funds holding: 300305 (+5)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

25% less capital invested

Capital invested by funds: $6.53B → $4.93B (-$1.6B)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
79
Increased
113
Reduced
91
Closed
66
Calls
$19.5M
Puts
$17.1M
Net Calls
+$2.32M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$16.5K +$18.2K +686 New
UB
252
UMB Bank
Missouri
$16.4K +$11.7K +442 +186%
WTC
253
WhitTier Trust Company
Nevada
$14K
Bessemer Group
254
Bessemer Group
New Jersey
$14K +$15.2K +573 New
JSAM
255
J. Safra Asset Management
New York
$13.9K +$12.9K +485 +522%
VCM
256
Versant Capital Management
Arizona
$13.7K +$15K +567 New
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$13.3K -$52.6K -1,980 -78%
S
258
SignatureFD
Georgia
$11.7K +$12.9K +486 New
BFS
259
Bare Financial Services
Pennsylvania
$10.8K +$11.9K +448 New
TPWA
260
Twin Peaks Wealth Advisors
California
$8.08K +$8.89K +335 New
HI
261
Harbour Investments
Wisconsin
$7.38K +$159 +6 +2%
SL
262
Salomon & Ludwin
Virginia
$7.15K -$5.33K -201 -40%
MA
263
MCF Advisors
Kentucky
$6.92K +$1.11K +42 +17%
PTC
264
Private Trust Company
Ohio
$6.1K -$10.6K -400 -61%
OW
265
Olistico Wealth
Oklahoma
$6.03K
ZBNA
266
Zions Bancorporation, National Association
Utah
$5.86K +$6.45K +243 New
SAM
267
Smartleaf Asset Management
Massachusetts
$5.84K -$24.2K -911 -79%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$5.81K +$4.62K +174 +260%
KG
269
Kilter Group
New York
$5.14K +$5.65K +213 New
Ohio Public Employees Retirement System (OPERS)
270
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.06K +$5.57K +210 New
SIC
271
SJS Investment Consulting
Ohio
$4.39K +$4.83K +182 New
AssetMark Inc
272
AssetMark Inc
California
$4.36K +$4.57K +172 +1,911%
WPA
273
Wealth Preservation Advisors
Tennessee
$4.15K +$4.57K +172 New
SS
274
SBI Securities
Japan
$4.1K +$3.96K +149 +710%
OCWP
275
Owl Creek Wealth Partners
Colorado
$3.38K +$3.72K +140 New