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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
ECA
651
Elevated Capital Advisors
Utah
$796
AWM
652
Abound Wealth Management
Tennessee
$747 -$1.5K -67 -69%
RS
653
Rakuten Securities
Japan
$747
WWM
654
Wolff Wiese Magana
California
$747
NL
655
NVWM LLC
Pennsylvania
$722 -$447 -20 -41%
PB
656
Prosperity Bancshares
Texas
$722
WETS
657
Wealth Enhancement Trust Services
South Dakota
$722
CA
658
Continuum Advisory
Idaho
$722 +$648 +29 New
FCAS
659
First Command Advisory Services
Texas
$597 -$246 -11 -31%
EP
660
Essential Partners
California
$572
SC
661
SouthState Corp
Florida
$548 +$380 +17 +340%
FC
662
Financial Consulate
Maryland
$548 +$491 +22 New
MWM
663
Mosley Wealth Management
California
$548 +$491 +22 New
AAG
664
Accordant Advisory Group
Maryland
$523
PWMG
665
Prestige Wealth Management Group
New Jersey
$523
PWA
666
Provenance Wealth Advisors
Florida
$498 +$447 +20 New
DF
667
DecisionPoint Financial
Arizona
$470 +$402 +18 New
CI
668
Cordant Inc
Oregon
$403 +$357 +16 New
M
669
MOTCO
Texas
$324 +$290 +13 New
CFD
670
Creative Financial Designs
Indiana
$274
BL
671
BFSG LLC
California
$249 +$223 +10 New
PMFA
672
Plante Moran Financial Advisors
Michigan
$249 +$223 +10 New
TFM
673
TFC Financial Management
Massachusetts
$249 +$223 +10 New
WA
674
WestEnd Advisors
North Carolina
$224
CWP
675
Clark Wealth Partners
Illinois
$200 -$1.47K -66 -89%

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.