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WDI

Western Asset Diversified Income Fund
WDI

69 hedge funds and large institutions have $174M invested in Western Asset Diversified Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $169M → $174M (+$4.82M)

0.06% more ownership

Funds ownership: 22.54% → 22.6% (+0.06%)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.45M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$912K
4
JP Morgan Chase
JP Morgan Chase
New York
+$532K
5
PCM
Penserra Capital Management
California
+$529K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.18M
2
RAM
Readystate Asset Management
Illinois
-$1.13M
3
SFS
Shaker Financial Services
Virginia
-$626K
4
Stifel Financial
Stifel Financial
Missouri
-$501K
5
SIA
Sit Investment Associates
Minnesota
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
26
Hilltop Holdings
Texas
$596K +$17.1K +1,200 +3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$589K +$42K +2,944 +8%
Jane Street
28
Jane Street
New York
$527K +$260K +18,207 +105%
SPIA
29
Steward Partners Investment Advisory
New York
$485K -$55.5K -3,886 -11%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$475K – – –
Baird Financial Group
31
Baird Financial Group
Wisconsin
$473K +$455K +31,872 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$457K +$43.2K +3,025 +11%
VF
33
Virtu Financial
New York
$415K +$400K +27,990 New
BlackRock
34
BlackRock
New York
$396K +$31.1K +2,178 +9%
WS
35
Wedbush Securities
California
$373K +$66.4K +4,651 +23%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$348K +$62.6K +4,386 +23%
EC
37
Elequin Capital
New York
$332K +$196K +13,722 +159%
JSW
38
Journey Strategic Wealth
New Jersey
$326K -$399K -27,971 -56%
CWM
39
Centurion Wealth Management
Virginia
$320K -$6.55K -459 -2%
Mariner
40
Mariner
Kansas
$266K -$59.5K -4,164 -19%
Osaic Holdings
41
Osaic Holdings
Arizona
$238K -$34.3K -2,403 -13%
SWM
42
SeaCrest Wealth Management
New York
$229K -$2.86K -200 -1%
Lido Advisors
43
Lido Advisors
California
$211K – – –
PAG
44
Private Advisor Group
New Jersey
$207K +$6.01K +421 +3%
Truist Financial
45
Truist Financial
North Carolina
$183K -$143 -10 -0.1%
MFG
46
Merit Financial Group
Georgia
$172K +$166K +11,620 New
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$169K +$163K +11,400 New
NW
48
Naviter Wealth
Arkansas
$154K +$147K +10,300 New
Comerica Bank
49
Comerica Bank
Texas
$154K +$3.54K +248 +2%
AFO
50
Allie Family Office
Florida
$148K – – –
1
2
3 4

WDI Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q2 2025, worth a combined $174M — up 2.9% from $169M a quarter earlier.

Fund positioning in WDI was balanced in Q2 2025: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 21 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $3.45M. The largest seller was Morgan Stanley, cutting an estimated $5.18M.

  • 69 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $174M of Western Asset Diversified Income Fund stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 10 funds opened new Western Asset Diversified Income Fund positions in Q2 2025 and 10 closed out, a net change of 0 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $3.45M added.
  • The largest Western Asset Diversified Income Fund seller in Q2 2025 was Morgan Stanley, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2025.