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Western Digital
WDC

Overview Fund Activity

751 hedge funds and large institutions have $25.4B invested in Western Digital in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 289 increasing their positions, 218 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+75
Holders Change %
+11.09%
% of All Funds
10.92%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
145
Increased
289
Reduced
218
Closed
59
Calls
$1.81B
Puts
$1.14B
Net Calls
+$665M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.56B
2
Barclays
Barclays
United Kingdom
$480M
3
Morgan Stanley
Morgan Stanley
New York
$748M
4
5NCM
59 North Capital Management
Texas
$227M
5
AM
AGF Management
Ontario, Canada
$167M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Victory Capital Management
Victory Capital Management
Texas
$12.8M
3
SPC
Slate Path Capital
New York
$288M
4
Invesco
Invesco
Georgia
$250M
5
CU
CDAM (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
726
FinTrust Capital Advisors
South Carolina
$1.52K +$1.52K +26 New
APC
727
Aspire Private Capital
North Carolina
$1.52K – – –
SWM
728
Sanctuary Wealth Management
Idaho
$1.44K – – –
TWD
729
True Wealth Design
Ohio
$1.44K +$346 +6 +32%
PCTC
730
Perkins Coie Trust Company
Washington
$1.44K – – –
NL
731
NVWM LLC
Pennsylvania
$1.06K +$391 +7 +58%
AGWCA
732
Annis Gardner Whiting Capital Advisors
Florida
$1.06K +$558 +10 +111%
Lazard Asset Management
733
Lazard Asset Management
New York
$1K -$385 -10 -28%
TFA
734
Transamerica Financial Advisors
Florida
$1K – – –
FMP
735
Financial Management Professionals
Texas
$1K +$500 +12 +100%
SFCL
736
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +16 New
WWP
737
WR Wealth Planners
Missouri
$909 +$909 +16 New
RWM
738
Ruedi Wealth Management
Illinois
$758 +$758 +13 New
TFM
739
TFC Financial Management
Massachusetts
$607 – – –
CWC
740
Carolinas Wealth Consulting
North Carolina
$379 – – –
CA
741
Continuum Advisory
Idaho
$379 +$217 +4 +133%
LIA
742
Lynx Investment Advisory
District of Columbia
$379 +$379 +7 New
AAP
743
Arax Advisory Partners
Colorado
$304 – – –
VWA
744
Valued Wealth Advisors
Utah
$304 – – –
HWP
745
Highline Wealth Partners
California
$303 +$303 +5 New
FGA
746
Fortis Group Advisors
New Jersey
$227 – – –
CAS
747
Coppell Advisory Solutions
Texas
$227 +$227 +4 New
SFC
748
Strategic Financial Concepts
Texas
$200 +$200 +16,717 New
WA
749
WestEnd Advisors
North Carolina
$152 – – –
VWM
750
Valley Wealth Managers
New Jersey
$64 – – –
28 29
30
31 32