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Western Digital

1,406 hedge funds and large institutions have $88B invested in Western Digital in 2026 Q1 according to their latest regulatory filings, with 358 funds opening new positions, 446 increasing their positions, 485 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 358 | Existing positions closed: 103

53% more capital invested

Capital invested by funds: $57.5B → $88B (+$30.5B)

33% more funds holding in top 10

Funds holding in top 10: 2736 (+9)

20% more funds holding

Funds holding: 1,1701,406 (+236)

8% less repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 485

1.15% less ownership

Funds ownership: 97.78%96.63% (-1.2%)

53% less call options, than puts

Call options by funds: $3.31B | Put options by funds: $7.05B

Holders
1,406
Holders Change
+236
Holders Change %
+20.17%
% of All Funds
17.32%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.44%
New
358
Increased
446
Reduced
485
Closed
103
Calls
$3.31B
Puts
$7.05B
Net Calls
-$3.74B
Net Calls Change
-$1.49B
Name Holding Trade Value Shares
Change
Change in
Stake
B
701
Bailard
California
$1.09M +$1.05M +4,040 New
HCM
702
Howard Capital Management
Georgia
$1.09M -$1.46M -5,597 -58%
SWA
703
SFMG Wealth Advisors
Texas
$1.09M -$67.1K -257 -6%
SWP
704
Sagespring Wealth Partners
Tennessee
$1.09M +$145K +554 +16%
CM
705
Caption Management
Oklahoma
$1.08M -$25.6M -98,200 -96%
P8IP
706
Pier 88 Investment Partners
California
$1.08M -$214K -820 -17%
FF
707
Friedenthal Financial
New Jersey
$1.08M +$1.04M +3,998 New
FGA
708
Fortis Group Advisors
New Jersey
$1.08M -$2.06M -7,892 -76%
RIM
709
Redwood Investment Management
Arizona
$1.08M +$1.04M +3,989 New
SAI
710
Savvy Advisors Inc
New York
$1.07M +$138K +527 +15%
NWWA
711
New Wave Wealth Advisors
Arkansas
$1.07M -$392K -1,501 -28%
WPW
712
Waldron Private Wealth
Pennsylvania
$1.06M -$145K -556 -12%
PFA
713
Pure Financial Advisors
California
$1.05M +$24.5K +94 +2%
PA
714
Pinnacle Associates
New York
$1.04M +$216K +829 +27%
TAM
715
Trust Asset Management
Texas
$1.03M
OFS
716
OneAscent Financial Services
Alabama
$1.03M +$995K +3,811 New
KCP
717
Kera Capital Partners
California
$1.03M -$21.1K -81 -2%
MAM
718
Milestone Asset Management
Pennsylvania
$1.03M -$3.43M -13,152 -78%
BWM
719
Braeburn Wealth Management
Michigan
$1.01M +$978K +3,746 New
CIC
720
Carnegie Investment Counsel
Ohio
$998K -$95.8K -367 -9%
TAM
721
Tocqueville Asset Management
New York
$985K +$17.8K +68 +2%
HFS
722
Hantz Financial Services
Michigan
$985K +$152K +582 +19%
ZBNA
723
Zions Bancorporation, National Association
Utah
$985K -$2.84M -10,873 -75%
PL
724
Perpetual Ltd
Australia
$957K -$710K -2,721 -43%
QWM
725
Quadcap Wealth Management
Texas
$951K +$394K +1,510 +75%