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Gen Digital

682 hedge funds and large institutions have $13.5B invested in Gen Digital in 2026 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 276 increasing their positions, 211 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $11.6M

36% more capital invested

Capital invested by funds: $9.98B → $13.5B (+$3.56B)

31% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 211

24% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 90

3.02% more ownership

Funds ownership: 87.39%90.41% (+3%)

1% more funds holding

Funds holding: 672682 (+10)

Holders
682
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
8.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
112
Increased
276
Reduced
211
Closed
90
Calls
$41.7M
Puts
$11.6M
Net Calls
+$30.1M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
626
Cornerstone Financial Management
Massachusetts
$1.87K -$603 -27 -26%
TCM
627
TD Capital Management
Tennessee
$1.85K
MCM
628
Manchester Capital Management
Vermont
$1.84K +$357 +16 +28%
HIA
629
HFM Investment Advisors
New Jersey
$1.72K +$1.39K +62 +886%
CFM
630
Compass Financial Management
Florida
$1.62K +$1.45K +65 New
CA
631
Crewe Advisors
Utah
$1.57K +$1.41K +63 New
AFC
632
Ares Financial Consulting
California
$1.44K
RWM
633
Raffa Wealth Management
District of Columbia
$1.29K
BFS
634
Bare Financial Services
Pennsylvania
$1.27K +$1.14K +51 New
AWM
635
Activest Wealth Management
Florida
$1.22K +$1.09K +49 New
VNA
636
Valley National Advisers
Pennsylvania
$1.22K +$1.09K +49 New
KG
637
Kilter Group
New York
$1.2K -$1.97K -88 -65%
LI
638
LRI Investments
Florida
$1.15K +$1.03K +46 New
IPS
639
Investors Portfolio Services
Washington
$1.07K
TCOV
640
Trust Company of Vermont
Vermont
$1.07K +$961 +43 New
CCWM
641
Cassaday & Co Wealth Management
Virginia
$1.04K -$2.37K -106 -71%
IA
642
IFG Advisory
Georgia
$1.02K +$916 +41 New
ST
643
Smithfield Trust
Pennsylvania
$1K
CFG
644
CKW Financial Group
Hawaii
$1K +$514 +23 New
ACA
645
American Capital Advisory
Idaho
$946 +$223 +10 +36%
TM
646
Torren Management
California
$846
OAG
647
Oakmont Advisory Group
New Mexico
$846 +$760 +34 New
QWM
648
Quaker Wealth Management
New Jersey
$822 +$112 +5 +18%
LHEI
649
Leo H. Evart Inc
California
$821
ADL
650
Asset Dedication LLC
California
$797 +$715 +32 New

GEN Hedge Fund Activity: Q2 2026 in Review

682 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2026, worth a combined $13.5B — up 36% from $9.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new GEN positions and 90 closed out — a net gain of 22 holders — while 276 added to existing stakes and 211 trimmed.

The largest buyer was Ameriprise, adding an estimated $174M. The largest seller was Starboard Value, exiting entirely with an estimated $147M sold.

  • 682 institutional investors held Gen Digital (GEN) as of Q2 2026, up from 672 in Q1 2026.
  • Funds reported $13.5B of Gen Digital stock for Q2 2026, up 36% quarter-over-quarter.
  • 112 funds opened new Gen Digital positions in Q2 2026 and 90 closed out, a net change of +22 holders.
  • The largest Gen Digital buyer in Q2 2026 was Ameriprise, an estimated $174M added.
  • The largest Gen Digital seller in Q2 2026 was Starboard Value, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2026.