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Gen Digital

652 hedge funds and large institutions have $15.6B invested in Gen Digital in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 269 increasing their positions, 204 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 204

26% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $25.7M

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $14B → $15.6B (+$1.54B)

1% more funds holding

Funds holding: 643652 (+9)

0.41% less ownership

Funds ownership: 85.8%85.39% (-0.41%)

Holders
652
Holders Change
+9
Holders Change %
+1.4%
% of All Funds
8.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
95
Increased
269
Reduced
204
Closed
78
Calls
$32.4M
Puts
$25.7M
Net Calls
+$6.71M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
501
GeoWealth Management
Illinois
$107K -$101K -3,693 -50%
WSFS
502
Wilmington Savings Fund Society
Delaware
$93.5K +$1.53K +56 +2%
AF
503
Advisornet Financial
Minnesota
$93.3K -$1.14M -41,533 -93%
FFA
504
Farther Finance Advisors
California
$92.6K -$48.8K -1,786 -36%
C
505
Covestor
United Kingdom
$91K -$11.4K -417 -12%
HWA
506
Heritage Wealth Advisors
Virginia
$88.3K
HWA
507
HHM Wealth Advisors
Tennessee
$81.7K
GWM
508
Geneos Wealth Management
Colorado
$73.6K +$4.07K +149 +6%
EWA
509
EverSource Wealth Advisors
Alabama
$71.8K +$383 +14 +0.6%
CTC
510
Central Trust Company
Missouri
$70.6K
MA
511
Montag & Associates
Georgia
$70.6K
Federated Hermes
512
Federated Hermes
Pennsylvania
$69.8K -$404K -14,796 -86%
HI
513
Harbour Investments
Wisconsin
$66.6K -$14.1K -514 -18%
RA
514
Rise Advisors
New York
$62.6K -$6.34K -232 -10%
Jones Financial Companies
515
Jones Financial Companies
Missouri
$60K -$30.3K -1,109 -35%
TFGT
516
TS Financial Group (TSFG)
Illinois
$58K
DF
517
Dunhill Financial
United Kingdom
$57.1K -$2.52K -92 -5%
HFS
518
Hopwood Financial Services
Virginia
$55.7K
LFG
519
Larson Financial Group
Missouri
$54.8K +$7.08K +259 +16%
ZBNA
520
Zions Bancorporation, National Association
Utah
$52.5K +$39.2K +1,434 +410%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$52.1K +$8.56K +313 +21%
CH
522
Cromwell Holdings
Wyoming
$52K +$1.12K +41 +2%
WA
523
WPG Advisers
Maryland
$50K +$23.9K +873 +105%
MSFP
524
Mark Sheptoff Financial Planning
Connecticut
$50K
TIAAOA
525
Teachers Insurance & Annuity Association of America
New York
$49.4K

GEN Hedge Fund Activity: Q2 2025 in Review

652 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2025, worth a combined $15.6B — up 11% from $14B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new GEN positions and 78 closed out — a net gain of 17 holders — while 269 added to existing stakes and 204 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $150M. The largest seller was Pacer Advisors, cutting an estimated $180M.

  • 652 institutional investors held Gen Digital (GEN) as of Q2 2025, up from 643 in Q1 2025.
  • Funds reported $15.6B of Gen Digital stock for Q2 2025, up 11% quarter-over-quarter.
  • 95 funds opened new Gen Digital positions in Q2 2025 and 78 closed out, a net change of +17 holders.
  • The largest Gen Digital buyer in Q2 2025 was Fidelity Investments, an estimated $150M added.
  • The largest Gen Digital seller in Q2 2025 was Pacer Advisors, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2025.