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
BGAI
626
Bruce G. Allen Investments
Colorado
$876
GFPC
627
Global Financial Private Client
Florida
$849 +$891 +31 New
PWA
628
Physician Wealth Advisors
Utah
$822 +$863 +30 New
EPIM
629
Evelyn Partners Investment Management
$821 +$863 +30 New
PWA
630
Principia Wealth Advisory
Texas
$821 +$863 +30 New
CA
631
Continuum Advisory
Idaho
$794
NL
632
NVWM LLC
Pennsylvania
$794
SIS
633
Strategic Investment Solutions
Illinois
$739 +$920 +32 New
RTC
634
Riverview Trust Company
Washington
$685
PA
635
PSI Advisors
Florida
$642
NS
636
NBC Securities
Alabama
$626 -$658K -22,887 -100%
LCM
637
Logan Capital Management
Pennsylvania
$602 +$633 +22 New
PWMG
638
Prestige Wealth Management Group
New Jersey
$575
CFO
639
CVA Family Office
Colorado
$520
PWM
640
Parkworth Wealth Management
California
$465 +$489 +17 New
CWC
641
Carolinas Wealth Consulting
North Carolina
$411
WBC
642
West Branch Capital
Massachusetts
$384
MAS
643
MPWM Advisory Solutions
Georgia
$383 +$403 +14 New
CA
644
Clearstead Advisors
Ohio
$329 -$113K -3,929 -100%
RS
645
Rakuten Securities
Japan
$301 +$316 +11 New
CAM
646
Chesapeake Asset Management
New York
$273 +$288 +10 New
WW
647
Winnow Wealth
Texas
$244 +$259 +9 New
VWWMG
648
Vermillion & White Wealth Management Group
Pennsylvania
$219
SC
649
Stance Capital
Massachusetts
$164 +$173 +6 New
WCM
650
WealthTrak Capital Management
Virginia
$137 +$144 +5 New

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.