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WAY

Waystar Holding Corp

268 hedge funds and large institutions have $5.9B invested in Waystar Holding Corp in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

19% more funds holding

Funds holding: 226268 (+42)

15% more capital invested

Capital invested by funds: $5.15B → $5.9B (+$754M)

3.42% more ownership

Funds ownership: 80.08%83.5% (+3.4%)

0% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $28.5M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
268
Holders Change
+42
Holders Change %
+18.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
70
Increased
123
Reduced
62
Closed
25
Calls
$28.5M
Puts
$28.5M
Net Calls
+$11K
Net Calls Change
+$7.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$589K +$555K +14,400 New
EC
177
EntryPoint Capital
New York
$573K -$20.8K -540 -4%
US Bancorp
178
US Bancorp
Minnesota
$548K -$38.1K -988 -7%
CIS
179
Custom Index Systems
New York
$544K +$229K +5,955 +81%
LPL Financial
180
LPL Financial
California
$541K +$510K +13,249 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$523K -$72.6K -1,884 -13%
TRCT
182
Tower Research Capital (TRC)
New York
$516K +$420K +10,899 +631%
LCM
183
Legato Capital Management
California
$507K
VCM
184
Voleon Capital Management
California
$479K -$628K -16,310 -58%
XT
185
XTX Topco
Cayman Islands
$471K -$38.6K -1,003 -8%
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$470K -$632K -16,406 -59%
CWM
187
CIBC World Markets
New York
$459K -$241K -6,251 -36%
PL
188
Perpetual Ltd
Australia
$452K -$86.4K -2,244 -17%
Mariner
189
Mariner
Kansas
$451K +$425K +11,040 New
BC
190
Bridgefront Capital
Texas
$426K +$401K +10,415 New
AIM
191
Aigen Investment Management
New York
$417K +$393K +10,207 New
AQR Capital Management
192
AQR Capital Management
Connecticut
$415K +$182K +4,725 +87%
CG
193
Cynosure Group
Utah
$413K +$389K +10,100 New
TCA
194
Transcend Capital Advisors
New Jersey
$409K +$154 +4 +0%
Corient Private Wealth
195
Corient Private Wealth
Florida
$408K +$385K +9,994 New
NRD
196
Nebula Research & Development
New York
$402K +$379K +9,833 New
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$400K -$49.3K -1,279 -12%
HCM
198
HMS Capital Management
Tennessee
$396K +$3.12K +81 +0.8%
TFA
199
Toth Financial Advisory
Virginia
$368K +$347K +9,000 New
PTC
200
Petrus Trust Company
Texas
$360K +$339K +8,806 New

WAY Hedge Fund Activity: Q2 2025 in Review

268 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Waystar Holding Corp (WAY) for Q2 2025, worth a combined $5.9B — up 15% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new WAY positions and 25 closed out — a net gain of 45 holders — while 123 added to existing stakes and 62 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $123M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $182M.

  • 268 institutional investors held Waystar Holding Corp (WAY) as of Q2 2025, up from 226 in Q1 2025.
  • Funds reported $5.9B of Waystar Holding Corp stock for Q2 2025, up 15% quarter-over-quarter.
  • 70 funds opened new Waystar Holding Corp positions in Q2 2025 and 25 closed out, a net change of +45 holders.
  • The largest Waystar Holding Corp buyer in Q2 2025 was AllianceBernstein, an estimated $123M added.
  • The largest Waystar Holding Corp seller in Q2 2025 was Canada Pension Plan Investment Board, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2025.