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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
PA
276
Parallel Advisors
California
$3.38K +$3.72K +140 New
TWD
277
True Wealth Design
Ohio
$3.35K +$3.08K +116 +504%
BWA
278
Basecamp Wealth Advisors
Washington
$2.85K +$3.13K +118 New
HNB
279
Huntington National Bank
Ohio
$2.6K +$2.84K +107 +10,700%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$2.6K +$2.87K +108 New
BIA
281
Bell Investment Advisors
California
$2.41K +$2.65K +100 New
US Bancorp
282
US Bancorp
Minnesota
$1.83K -$537K -20,249 -100%
CFO
283
CVA Family Office
Colorado
$1.54K +$1.7K +64 New
LCM
284
LuminArx Capital Management
New York
$1.5K +$1.65K +62 New
MAM
285
Marquette Asset Management
Minnesota
$1.35K +$1.49K +56 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.33K
CIAM
287
Caitong International Asset Management
Hong Kong
$1.28K +$1.41K +53 New
AF
288
Advisornet Financial
Minnesota
$989 +$1.09K +41 New
CMA
289
Cedar Mountain Advisors
Oregon
$699 +$770 +29 New
BWL
290
Bogart Wealth LLC
Virginia
$506 +$557 +21 New
CPG
291
Cornerstone Planning Group
New Jersey
$475 +$610 +23 New
ASN
292
Advisory Services Network
Georgia
$458 +$504 +19 New
TPCW
293
TD Private Client Wealth
New York
$434
PWA
294
Physician Wealth Advisors
Utah
$434 +$186 +7 +64%
ACA
295
American Capital Advisory
Idaho
$410 +$451 +17 New
RF
296
Rossby Financial
Florida
$285 -$159 -6 -33%
FFO
297
Fortitude Family Office
Arizona
$169 +$186 +7 New
JWM
298
JPL Wealth Management
Colorado
$169 +$186 +7 New
VWM
299
Vermillion Wealth Management
Minnesota
$169 +$186 +7 New
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$145 -$6.74K -254 -98%