Western Digital
WDC
1,419 hedge funds and large institutions have $90B invested in Western Digital in 2026 Q1 according to their latest regulatory filings, with 363 funds opening new positions, 449 increasing their positions, 489 reducing their positions, and 103 closing their positions.
252% more first-time investments, than exits
New positions opened: 363 | Existing positions closed: 103
53% more capital invested
Capital invested by funds: $58.8B → $90B (+$31.1B)
33% more funds holding in top 10
Funds holding in top 10: 27 → 36 (+9)
21% more funds holding
Funds holding: 1,172 → 1,419 (+247)
8% less repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 489
1.22% less ownership
Funds ownership: 99.98% → 98.76% (-1.2%)
53% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $7.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.82B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$864M |
| 3 |
JP Morgan Chase
New York
|
+$840M |
| 4 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
|
+$338M |
| 5 |
Goldman Sachs
New York
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$928M |
| 2 |
D.E. Shaw & Co
New York
|
-$787M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$720M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$567M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$419M |
WDC Hedge Fund Activity: Q1 2026 in Review
1,419 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q1 2026, worth a combined $90B — up 53% from $58.8B a quarter earlier.
Buyers outnumbered sellers: 363 funds opened new WDC positions and 103 closed out — a net gain of 260 holders — while 449 added to existing stakes and 489 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.82B. The largest seller was Bank of America, cutting an estimated $928M.
- 1,419 institutional investors held Western Digital (WDC) as of Q1 2026, up from 1,172 in Q4 2025.
- Funds reported $90B of Western Digital stock for Q1 2026, up 53% quarter-over-quarter.
- 363 funds opened new Western Digital positions in Q1 2026 and 103 closed out, a net change of +260 holders.
- The largest Western Digital buyer in Q1 2026 was Capital World Investors, an estimated $2.82B added.
- The largest Western Digital seller in Q1 2026 was Bank of America, an estimated $928M sold.
Based on aggregated 13F filings for Q1 2026.