We are live on ! Find out more
GEN icon

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
ZB
576
Zions Bancorporation
Utah
$10.2K +$2.13K +74 +25%
SRCM
577
Signature Resources Capital Management
California
$10.1K -$46.9K -1,630 -82%
CAL
578
Capital Advisors Ltd
Ohio
$10K
GWSG
579
GPS Wealth Strategies Group
Colorado
$9.58K +$58 +2 +0.6%
BIG
580
Brooklyn Investment Group
New York
$8.93K +$1.44K +50 +18%
CB
581
CNB Bank
Pennsylvania
$8.54K
AA
582
Ancora Advisors
Ohio
$8.41K -$142K -4,951 -94%
NC
583
NewSquare Capital
Pennsylvania
$8.27K +$345 +12 +4%
WA
584
WPG Advisers
Maryland
$8.16K +$8.57K +298 New
PTC
585
Private Trust Company
Ohio
$8.1K -$834 -29 -9%
RIL
586
Rothschild Investment LLC
Illinois
$6.74K +$58 +2 +0.8%
AGWCA
587
Annis Gardner Whiting Capital Advisors
Florida
$6.49K
BBHC
588
Brown Brothers Harriman & Co
New York
$6.46K +$6.79K +236 New
FA
589
Fedenia Advisers
Wisconsin
$6.43K +$6.76K +235 New
FFO
590
Fortitude Family Office
Arizona
$6.33K
CMBA
591
C.M. Bidwell & Associates
Hawaii
$6.11K
S
592
Sachetta
Massachusetts
$5.96K +$86 +3 +1%
HNW
593
High Note Wealth
Minnesota
$5.78K +$6.07K +211 New
AF
594
Atala Financial
California
$5.2K +$5.46K +190 New
MCM
595
MV Capital Management
Maryland
$4.76K -$259 -9 -5%
SWM
596
Sugarloaf Wealth Management
Georgia
$4.43K +$29 +1 +0.6%
FWM
597
FSA Wealth Management
Massachusetts
$4.11K
WWP
598
WR Wealth Planners
Missouri
$4.11K
ACM
599
Anfield Capital Management
California
$3.97K
OC
600
Oakworth Capital
Alabama
$3.97K

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.