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Gen Digital

653 hedge funds and large institutions have $14B invested in Gen Digital in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 206 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 206

21% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $18.7M

12% more funds holding

Funds holding: 584653 (+69)

0.75% less ownership

Funds ownership: 83.83%83.08% (-0.75%)

1% less capital invested

Capital invested by funds: $14.2B → $14B (-$145M)

Holders
653
Holders Change
+69
Holders Change %
+11.82%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
114
Increased
251
Reduced
206
Closed
37
Calls
$22.6M
Puts
$18.7M
Net Calls
+$3.95M
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
401
Stifel Financial
Missouri
$452K -$361K -12,547 -43%
MF
402
Magnetar Financial
Illinois
$451K +$473K +16,468 New
T
403
TOBAM
France
$445K -$2.74M -95,410 -85%
KAS
404
Kestra Advisory Services
Texas
$442K +$153K +5,318 +49%
SA
405
Sanctuary Advisors
Indiana
$442K +$19.1K +663 +4%
CIM
406
Chiron Investment Management
New York
$440K +$256K +8,906 +124%
Janney Montgomery Scott
407
Janney Montgomery Scott
Pennsylvania
$435K -$7.73K -269 -2%
DADC
408
D.A. Davidson & Co
Montana
$435K -$5.75K -200 -1%
WFA
409
Wade Financial Advisory
California
$434K
SG Americas Securities
410
SG Americas Securities
New York
$429K +$34.2K +1,191 +8%
SW
411
SVB Wealth
Massachusetts
$425K +$447K +15,537 New
Parallax Volatility Advisers
412
Parallax Volatility Advisers
California
$424K +$146K +5,093 +49%
QCM
413
QRG Capital Management
Illinois
$423K -$7.19K -250 -2%
IMC Chicago
414
IMC Chicago
Illinois
$418K -$580K -20,189 -57%
AAA
415
American Alpha Advisors
New York
$415K -$27.2K -945 -6%
VI
416
Vestcor Inc
New Brunswick, Canada
$413K
AFCM
417
Applied Finance Capital Management
Puerto Rico
$412K
FFG
418
Fiduciary Financial Group
California
$402K -$26.7K -927 -6%
NFG
419
Nations Financial Group
Iowa
$402K +$6.24K +217 +1%
FWM
420
Forza Wealth Management
Florida
$402K +$209K +7,279 +98%
VSQM
421
V-Square Quantitative Management
Illinois
$393K -$49.5K -1,720 -11%
MG
422
Marex Group
$393K +$149K +5,166 +56%
NA
423
NewEdge Advisors
Louisiana
$391K +$40.3K +1,401 +11%
FHA
424
First Horizon Advisors
Tennessee
$390K -$345 -12 -0.1%
HDIM
425
Hanson & Doremus Investment Management
Vermont
$382K

GEN Hedge Fund Activity: Q4 2024 in Review

653 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q4 2024, worth a combined $14B — down 1% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new GEN positions and 37 closed out — a net gain of 77 holders — while 251 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $168M.

  • 653 institutional investors held Gen Digital (GEN) as of Q4 2024, up from 584 in Q3 2024.
  • Funds reported $14B of Gen Digital stock for Q4 2024, down 1% quarter-over-quarter.
  • 114 funds opened new Gen Digital positions in Q4 2024 and 37 closed out, a net change of +77 holders.
  • The largest Gen Digital buyer in Q4 2024 was Nuveen, an estimated $52.2M added.
  • The largest Gen Digital seller in Q4 2024 was Fidelity Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q4 2024.