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Waystar Holding Corp

300 hedge funds and large institutions have $6.53B invested in Waystar Holding Corp in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

28% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 89

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

0% less funds holding

Funds holding: 301300 (-1)

2.51% less ownership

Funds ownership: 106.71%104.2% (-2.5%)

8% less capital invested

Capital invested by funds: $7.06B → $6.53B (-$533M)

27% less call options, than puts

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

Holders
300
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.11%
New
73
Increased
114
Reduced
89
Closed
67
Calls
$14.8M
Puts
$20.2M
Net Calls
-$5.39M
Net Calls Change
-$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
276
SageView Advisory Group
California
$3.05K +$3.31K +93 New
JSAM
277
J. Safra Asset Management
New York
$3.05K +$3.31K +93 New
HNW
278
High Note Wealth
Minnesota
$2.92K +$3.17K +89 New
MCM
279
MAI Capital Management
Ohio
$2.88K +$249 +7 +9%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$2.19K -$1.1K -31 -32%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.8K +$534 +15 +38%
PWPS
282
Pinnacle Wealth Planning Services
Ohio
$1.74K +$1.89K +53 New
CA
283
Clearstead Advisors
Ohio
$1.67K +$1.75K +49 +2,450%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$917 +$997 +28 New
FHA
285
Flagship Harbor Advisors
Massachusetts
$786 +$855 +24 New
TWD
286
True Wealth Design
Ohio
$754
KFAS
287
Keating Financial Advisory Services
Kansas
$753 +$819 +23 New
SS
288
SBI Securities
Japan
$688 -$107 -3 -13%
SC
289
SouthState Corp
Florida
$623
RF
290
Rossby Financial
Florida
$590 +$641 +18 New
TPCW
291
TD Private Client Wealth
New York
$590 +$641 +18 New
RFP
292
Root Financial Partners
California
$524 +$570 +16 New
PWA
293
Physician Wealth Advisors
Utah
$361 +$392 +11 New
AssetMark Inc
294
AssetMark Inc
California
$295 +$321 +9 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$295 +$321 +9 New
GWM
296
Gilpin Wealth Management
Colorado
$99 +$107 +3 New
HFS
297
Hughes Financial Services
Virginia
$98 +$107 +3 New
DF
298
Dunhill Financial
United Kingdom
$95 +$107 +3 New
RJA
299
Ross\Johnson & Associates
Minnesota
$66 +$71 +2 New
HNB
300
Huntington National Bank
Ohio
$33 +$36 +1 New