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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
EFG
426
Everhart Financial Group
Ohio
$378K +$27.3K +950 +7%
DA
427
Denali Advisors
California
$375K +$394K +13,700 New
BMCM
428
Burns Matteson Capital Management
New York
$375K -$4.57K -159 -1%
SCM
429
Semanteon Capital Management
Massachusetts
$375K +$394K +13,692 New
VIP
430
Vista Investment Partners
Oklahoma
$375K -$2.33K -81 -0.6%
BFS
431
Bradley Foster & Sargent
Connecticut
$368K -$15.6K -542 -4%
GF
432
Gabelli Funds
New York
$357K -$19.4K -675 -5%
ALAM
433
Asahi Life Asset Management
Japan
$355K +$372K +12,950 New
BFWA
434
Benchmark Financial Wealth Advisors
Florida
$346K +$21.6K +753 +6%
JF
435
Jump Financial
Illinois
$338K +$355K +12,362 New
PTP
436
Platform Technology Partners
New York
$336K
ATPW
437
Ashton Thomas Private Wealth
Arizona
$329K +$10.2K +355 +3%
JFG
438
Jefferies Financial Group
New York
$327K -$911K -31,699 -73%
TFIPS
439
Towarzystwo Funduszy Inwestycyjnych PZU SA
$324K +$124K +4,300 +57%
USAA
440
United Services Automobile Association
Texas
$324K
AC
441
Aristeia Capital
Connecticut
$322K +$338K +11,744 New
FM
442
Foster & Motley
Ohio
$316K -$4.34K -151 -1%
GCM
443
Gallacher Capital Management
Colorado
$308K +$56.7K +1,971 +21%
EFM
444
E Fund Management
China
$301K +$81.6K +2,838 +35%
BTI
445
Blue Trust Inc
Georgia
$296K +$15.2K +527 +5%
AWE
446
Avidian Wealth Enterprises
Texas
$294K +$28K +975 +10%
Envestnet Portfolio Solutions
447
Envestnet Portfolio Solutions
Illinois
$290K +$20.8K +723 +7%
GI
448
GAMMA Investing
California
$289K +$61.7K +2,145 +26%
FFM
449
Forum Financial Management
Illinois
$281K +$295K +10,266 New
AWA
450
Aaron Wealth Advisors
Illinois
$280K +$294K +10,238 New

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.