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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
SA
476
Sovran Advisors
California
$233K +$247K +8,585 New
CG
477
Caprock Group
Idaho
$232K -$12.3K -427 -5%
VF
478
Vest Financial
Virginia
$232K +$33.2K +1,156 +16%
KCP
479
Kera Capital Partners
California
$228K +$239K +8,311 New
DTL
480
Dynamic Technology Lab
Singapore
$221K +$232K +8,071 New
HI
481
Horizon Investments
North Carolina
$221K +$20.6K +715 +10%
LS
482
Livforsakringsbolaget Skandia
Sweden
$220K
MSA
483
MUFG Securities Americas
New York
$219K +$230K +8,006 New
IF
484
IRON Financial
Illinois
$214K +$6.61K +230 +3%
William Blair & Company
485
William Blair & Company
Illinois
$208K -$7.96K -277 -4%
ASN
486
Advisory Services Network
Georgia
$207K +$217K +7,561 New
FTUS
487
Flow Traders U.S.
New York
$206K +$216K +7,511 New
AWM
488
Apex Wealth Management
New Hampshire
$204K +$214K +7,439 New
LSA
489
Lansing Street Advisors
Pennsylvania
$203K +$214K +7,431 New
GWP
490
Gateway Wealth Partners
Wisconsin
$203K -$21.6K -750 -9%
ETC
491
Exchange Traded Concepts
Oklahoma
$200K -$8.83K -307 -4%
SDIC
492
South Dakota Investment Council
South Dakota
$197K
Capstone Investment Advisors
493
Capstone Investment Advisors
New York
$187K -$296K -10,290 -60%
GM
494
GeoWealth Management
Illinois
$170K +$179K +6,224 New
EB
495
Eastern Bank
Massachusetts
$169K
FFA
496
Farther Finance Advisors
California
$162K +$4.97K +173 +3%
SPIA
497
Steward Partners Investment Advisory
New York
$159K +$118K +4,098 +239%
AIP
498
Ameritas Investment Partners
Nebraska
$145K -$14.8K -514 -9%
VWM
499
Venturi Wealth Management
Texas
$135K +$80.6K +2,802 +131%
SAM
500
Smartleaf Asset Management
Massachusetts
$132K -$16.9K -587 -11%

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.