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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
GBT
601
Grove Bank & Trust
Florida
$3.59K +$3.77K +131 New
AWM
602
Abound Wealth Management
Tennessee
$3.45K
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$3.07K +$230 +8 +8%
CYG
604
Clean Yield Group
Vermont
$3.04K
GKIM
605
GW&K Investment Management
Massachusetts
$3K
DIP
606
DT Investment Partners
Pennsylvania
$2.9K
CSB
607
City State Bank
Iowa
$2.74K
CWP
608
Concord Wealth Partners
Virginia
$2.74K
BIA
609
Bell Investment Advisors
California
$2.63K -$1.24K -43 -31%
SIC
610
SJS Investment Consulting
Ohio
$2.63K -$288 -10 -9%
RCM
611
Raleigh Capital Management
North Carolina
$2.57K +$288 +10 +12%
MSWM
612
Mowery & Schoenfeld Wealth Management
Illinois
$2.49K +$2.62K +91 New
WT
613
Washington Trust
Rhode Island
$2.41K -$1.38K -48 -35%
SSB
614
Sandy Spring Bank
Maryland
$2.27K
TCM
615
TD Capital Management
Tennessee
$2.03K
WA
616
Whipplewood Advisors
Colorado
$2.03K +$2.13K +74 New
MCM
617
Manchester Capital Management
Vermont
$1.81K -$834 -29 -31%
MA
618
MCF Advisors
Kentucky
$1.64K -$230 -8 -12%
VHAM
619
Van Hulzen Asset Management
California
$1.62K +$1.7K +59 New
CSWM
620
Cassady Schiller Wealth Management
Ohio
$1.59K +$1.67K +58 New
TCA
621
Trifecta Capital Advisors
Illinois
$1.56K
SL
622
Salomon & Ludwin
Virginia
$1.48K -$58 -2 -4%
SWC
623
Spectrum Wealth Counsel
Indiana
$1.1K
RAM
624
Riggs Asset Management
Pennsylvania
$1.04K
CAM
625
Close Asset Management
United Kingdom
$1K

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.