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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
DF
526
Dunhill Financial
United Kingdom
$63K +$1.15K +40 +2%
AF
527
Allworth Financial
California
$62.7K +$9.2K +320 +16%
BLC
528
Brown, Lisle/Cummings
Rhode Island
$58.9K
SIM
529
Sentry Investment Management
Wisconsin
$57K -$9.8K -341 -14%
RA
530
Rise Advisors
New York
$54.2K +$173 +6 +0.3%
Jones Financial Companies
531
Jones Financial Companies
Missouri
$53K +$42.9K +1,491 +334%
GWSA
532
Global Wealth Strategies & Associates
Colorado
$52.5K
HFS
533
Hopwood Financial Services
Virginia
$51.9K +$54.5K +1,895 New
ACM
534
Aquatic Capital Management
Illinois
$46.8K -$2.47M -85,790 -98%
CH
535
Cromwell Holdings
Wyoming
$46.4K
TIAAOA
536
Teachers Insurance & Annuity Association of America
New York
$46K
GRP
537
Global Retirement Partners
California
$42.8K -$4.23K -147 -9%
PP
538
Pingora Partners
Wyoming
$41.1K +$43.1K +1,500 New
EWA
539
EverSource Wealth Advisors
Alabama
$39K +$18.7K +651 +84%
LFG
540
Larson Financial Group
Missouri
$35.9K +$58 +2 +0.2%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$34.9K +$2.56K +89 +8%
TWD
542
True Wealth Design
Ohio
$33.9K +$1.32K +46 +4%
AAP
543
Arax Advisory Partners
Colorado
$33.4K +$3.71K +129 +12%
CT
544
Colonial Trust
South Carolina
$32.3K +$5.89K +205 +21%
OP
545
ORG Partners
Indiana
$30.9K
WTC
546
WhitTier Trust Company
Nevada
$30.3K -$21.4K -744 -40%
LC
547
Lindbrook Capital
California
$29.7K +$144 +5 +0.5%
SWM
548
Spire Wealth Management
Virginia
$29.6K +$489 +17 +2%
Citadel Advisors
549
Citadel Advisors
Florida
$28.6K +$22.3K +777 +292%
TCOV
550
Trust Company of Vermont
Vermont
$27.4K

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.