WAY

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

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:

2.51% 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
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
SAG
276
SageView Advisory Group
California
$3.05K
JSAM
277
J. Safra Asset Management
New York
$3.05K
HNW
278
High Note Wealth
Minnesota
$2.92K
MCM
279
MAI Capital Management
Ohio
$2.88K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$2.19K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1.8K
PWPS
282
Pinnacle Wealth Planning Services
Ohio
$1.74K
CA
283
Clearstead Advisors
Ohio
$1.67K
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$917
FHA
285
Flagship Harbor Advisors
Massachusetts
$786
TWD
286
True Wealth Design
Ohio
$754
KFAS
287
Keating Financial Advisory Services
Kansas
$753
SS
288
SBI Securities
Japan
$688
SC
289
SouthState Corp
Florida
$623
RF
290
Rossby Financial
Florida
$590
TPCW
291
TD Private Client Wealth
New York
$590
RFP
292
Root Financial Partners
California
$524
PWA
293
Physician Wealth Advisors
Utah
$361
JWA
294
JFS Wealth Advisors
Pennsylvania
$295
AssetMark Inc
295
AssetMark Inc
California
$295
GWM
296
Gilpin Wealth Management
Colorado
$99
HFS
297
Hughes Financial Services
Virginia
$98
DF
298
Dunhill Financial
United Kingdom
$95
RJA
299
Ross\Johnson & Associates
Minnesota
$66
HNB
300
Huntington National Bank
Ohio
$33