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WAY

Waystar Holding Corp

226 hedge funds and large institutions have $5.15B invested in Waystar Holding Corp in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 109 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 19

252% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 31

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

37% more funds holding

Funds holding: 165226 (+61)

12% more capital invested

Capital invested by funds: $4.62B → $5.15B (+$536M)

7.01% more ownership

Funds ownership: 73.08%80.08% (+7%)

35% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $21M

Holders
226
Holders Change
+61
Holders Change %
+36.97%
% of All Funds
3.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
81
Increased
109
Reduced
31
Closed
19
Calls
$13.6M
Puts
$21M
Net Calls
-$7.47M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$26.4K +$22K +557 +371%
Optiver Holding
202
Optiver Holding
Netherlands
$23.5K +$24.9K +630 New
RIM
203
Rakuten Investment Management
Japan
$22.1K +$23.2K +585 New
PTC
204
Private Trust Company
Ohio
$14.9K +$15.8K +400 New
MA
205
MCF Advisors
Kentucky
$14.3K +$1.66K +42 +12%
SS
206
SBI Securities
Japan
$13.5K +$7.64K +193 +114%
C
207
Covestor
United Kingdom
$12K +$12.3K +310 +3,875%
HI
208
Harbour Investments
Wisconsin
$11.2K
Osaic Holdings
209
Osaic Holdings
Arizona
$10.6K -$29.4K -743 -72%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$9.94K +$10.5K +266 New
GI
211
GAMMA Investing
California
$8.67K +$3.84K +97 +72%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.97K +75 +60%
CCM
213
Coldstream Capital Management
Washington
$6.54K +$6.93K +175 New
HIM
214
Hillsdale Investment Management
Ontario, Canada
$6.35K +$6.73K +170 New
LFG
215
Larson Financial Group
Missouri
$4.75K +$5.03K +127 New
SAM
216
Smartleaf Asset Management
Massachusetts
$3.97K +$4.16K +105 New
MCM
217
MAI Capital Management
Ohio
$3.51K
RIL
218
Rothschild Investment LLC
Illinois
$2.43K +$990 +25 +63%
EWA
219
EverSource Wealth Advisors
Alabama
$1.57K +$1.15K +29 +223%
KIM
220
Kestra Investment Management
Texas
$822 +$871 +22 New
SC
221
Stephens Consulting
Michigan
$748 +$792 +20 New
SC
222
SouthState Corp
Florida
$710 +$752 +19 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$561 +$594 +15 New
S
224
SignatureFD
Georgia
$523 +$554 +14 New
AF
225
Allworth Financial
California
$299 +$317 +8 New

WAY Hedge Fund Activity: Q1 2025 in Review

226 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Waystar Holding Corp (WAY) for Q1 2025, worth a combined $5.15B — up 12% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new WAY positions and 19 closed out — a net gain of 62 holders — while 109 added to existing stakes and 31 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $167M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $298M.

  • 226 institutional investors held Waystar Holding Corp (WAY) as of Q1 2025, up from 165 in Q4 2024.
  • Funds reported $5.15B of Waystar Holding Corp stock for Q1 2025, up 12% quarter-over-quarter.
  • 81 funds opened new Waystar Holding Corp positions in Q1 2025 and 19 closed out, a net change of +62 holders.
  • The largest Waystar Holding Corp buyer in Q1 2025 was William Blair Investment Management, an estimated $167M added.
  • The largest Waystar Holding Corp seller in Q1 2025 was Canada Pension Plan Investment Board, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2025.