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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
TC
551
Truvestments Capital
Florida
$26K +$115 +4 +0.4%
WCM
552
Westend Capital Management
California
$26K
TPCW
553
TD Private Client Wealth
New York
$25.9K
CBT
554
Crews Bank & Trust
Florida
$23.3K +$24.4K +850 New
ATC
555
Advantage Trust Company
Kansas
$22.2K
SVCP
556
Silicon Valley Capital Partners
California
$21.6K +$86 +3 +0.4%
CAS
557
Coppell Advisory Solutions
Texas
$21.1K +$5.52K +192 +33%
JWA
558
JFS Wealth Advisors
Pennsylvania
$20.3K +$920 +32 +5%
CT
559
Caldwell Trust
Florida
$20.3K
UB
560
UMB Bank
Missouri
$20.1K +$1.24K +43 +6%
CCA
561
Catalyst Capital Advisors
New York
$19.9K -$15.1K -525 -42%
PS
562
Principal Securities
Iowa
$18.9K +$3.25K +113 +20%
IA
563
IFP Advisors
Florida
$18K +$8.42K +293 +80%
WT
564
Whittier Trust
California
$18K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$16.3K +$518 +18 +3%
HBW
566
Hazlett, Burt & Watson
West Virginia
$15K
GWM
567
Geneos Wealth Management
Colorado
$14.6K +$2.07K +72 +16%
QCG
568
Quadrant Capital Group
Ohio
$14.5K -$3.28K -114 -18%
HWM
569
Hemington Wealth Management
Virginia
$14K +$3.97K +138 +36%
CTA
570
Colonial Trust Advisors
South Carolina
$13.7K
GIA
571
GHP Investment Advisors
Colorado
$13.4K +$29 +1 +0.2%
PB
572
Pinnacle Bancorp
Nebraska
$12.6K -$63.7K -2,215 -83%
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$11K -$403 -14 -3%
HNB
574
Hilltop National Bank
Wyoming
$11K
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$10.8K

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.