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Gen Digital

642 hedge funds and large institutions have $15.5B invested in Gen Digital in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 262 increasing their positions, 204 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
8.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
96
Increased
262
Reduced
204
Closed
77
Calls
$32.4M
Puts
$25.7M
Net Calls
+$6.71M
Net Calls Change
-$7.34M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$2.36K
HWP
602
Highline Wealth Partners
California
$2.26K
TCM
603
TD Capital Management
Tennessee
$2.18K
RF
604
Rossby Financial
Florida
$2.03K
SIC
605
SJS Investment Consulting
Ohio
$1.97K -$1.12K -38 -36%
STB
606
S&T Bank
Pennsylvania
$1.88K +$559 +19 +42%
TCA
607
Trifecta Capital Advisors
Illinois
$1.68K
SL
608
Salomon & Ludwin
Virginia
$1.61K
CIAS
609
CBIZ Investment Advisory Services
Ohio
$1.44K +$912 +31 +172%
NWM
610
Nova Wealth Management
Florida
$1.38K +$1.38K +47 New
BI
611
Binnacle Investments
Iowa
$1.32K +$1.32K +45 New
RWM
612
Rialto Wealth Management
New York
$1.24K +$441 +15 +56%
HIA
613
HFM Investment Advisors
New Jersey
$1.18K +$676 +23 +135%
RAM
614
Riggs Asset Management
Pennsylvania
$1.12K
FCAS
615
First Command Advisory Services
Texas
$1.03K
WCM
616
WealthTrak Capital Management
Virginia
$1.03K
TIM
617
Tortoise Investment Management
New York
$1.03K +$1.03K +35 New
BHWM
618
Beaird Harris Wealth Management
Texas
$1.03K +$1.03K +35 New
PWA
619
Physician Wealth Advisors
Utah
$882
BHWM
620
Bay Harbor Wealth Management
Maryland
$882 +$412 +14 +88%
EPIM
621
Evelyn Partners Investment Management
$881 -$4.33K -879 -83%
NL
622
NVWM LLC
Pennsylvania
$853 -$147 -5 -15%
PWM
623
Parkworth Wealth Management
California
$823 +$323 +11 +65%
LCM
624
Logan Capital Management
Pennsylvania
$647
PWMG
625
Prestige Wealth Management Group
New Jersey
$618