WAY

Waystar Holding Corp

298 hedge funds and large institutions have $6.53B invested in Waystar Holding Corp in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 113 increasing their positions, 89 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.52% less ownership

Funds ownership: 106.69%104.18% (-2.5%)

8% less capital invested

Capital invested by funds: $7.06B → $6.53B (-$534M)

27% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $20.2M

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.8M
Puts
$20.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
276
High Note Wealth
Minnesota
$2.92K
MCM
277
MAI Capital Management
Ohio
$2.88K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$2.19K
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$1.8K
PWPS
280
Pinnacle Wealth Planning Services
Ohio
$1.74K
CA
281
Clearstead Advisors
Ohio
$1.67K
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$917
FHA
283
Flagship Harbor Advisors
Massachusetts
$786
TWD
284
True Wealth Design
Ohio
$754
KFAS
285
Keating Financial Advisory Services
Kansas
$753
SS
286
SBI Securities
Japan
$688
SC
287
SouthState Corp
Florida
$623
TPCW
288
TD Private Client Wealth
New York
$590
RF
289
Rossby Financial
Florida
$590
RFP
290
Root Financial Partners
California
$524
PWA
291
Physician Wealth Advisors
Utah
$361
JWA
292
JFS Wealth Advisors
Pennsylvania
$295
AssetMark Inc
293
AssetMark Inc
California
$295
GWM
294
Gilpin Wealth Management
Colorado
$99
HFS
295
Hughes Financial Services
Virginia
$98
DF
296
Dunhill Financial
United Kingdom
$95
RJA
297
Ross\Johnson & Associates
Minnesota
$66
HNB
298
Huntington National Bank
Ohio
$33
Fuller & Thaler Asset Management
299
Fuller & Thaler Asset Management
California
HRCM
300
Hood River Capital Management
Florida