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WDI

Western Asset Diversified Income Fund

69 hedge funds and large institutions have $169M invested in Western Asset Diversified Income Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

11% more funds holding

Funds holding: 6269 (+7)

1% more capital invested

Capital invested by funds: $167M → $169M (+$2.26M)

0.03% less ownership

Funds ownership: 22.57%22.54% (-0.03%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$622K -$116K -7,833 -15%
HH
27
Hilltop Holdings
Texas
$563K -$17.7K -1,200 -3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$531K +$543K +36,721 New
SPIA
29
Steward Partners Investment Advisory
New York
$528K
SIA
30
Sit Investment Associates
Minnesota
$498K +$510K +34,485 New
RCM
31
Robinson Capital Management
Michigan
$493K -$88.7K -6,000 -15%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$463K +$106K +7,176 +29%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$401K -$99.7K -6,744 -20%
BlackRock
34
BlackRock
New York
$355K +$363K +24,539 New
Mariner
35
Mariner
Kansas
$319K +$81.1K +5,483 +33%
CWM
36
Centurion Wealth Management
Virginia
$314K
WS
37
Wedbush Securities
California
$296K -$70.5K -4,768 -19%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$276K -$306K -20,701 -52%
Osaic Holdings
39
Osaic Holdings
Arizona
$266K +$15.5K +1,050 +6%
Jane Street
40
Jane Street
New York
$250K +$20.6K +1,393 +9%
SWM
41
SeaCrest Wealth Management
New York
$226K -$9.76K -660 -4%
GWM
42
Geneos Wealth Management
Colorado
$220K +$15.2K +1,028 New
PAMP
43
Polar Asset Management Partners
Ontario, Canada
$219K -$775K -52,447 -78%
Lido Advisors
44
Lido Advisors
California
$205K +$60K +4,060 +41%
PAG
45
Private Advisor Group
New Jersey
$196K +$3.9K +264 +2%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$195K
MC
47
Moors & Cabot
Massachusetts
$188K
Truist Financial
48
Truist Financial
North Carolina
$178K -$18.6K -1,257 -9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$164K +$168K +11,360 New
DADC
50
D.A. Davidson & Co
Montana
$159K +$163K +11,000 New

WDI Hedge Fund Activity: Q1 2025 in Review

69 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q1 2025, worth a combined $169M — up 1.4% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WDI positions and 6 closed out — a net gain of 8 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $964K. The largest seller was Bank of America, cutting an estimated $2.79M.

  • 69 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $169M of Western Asset Diversified Income Fund stock for Q1 2025, up 1.4% quarter-over-quarter.
  • 14 funds opened new Western Asset Diversified Income Fund positions in Q1 2025 and 6 closed out, a net change of +8 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $964K added.
  • The largest Western Asset Diversified Income Fund seller in Q1 2025 was Bank of America, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2025.