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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
Comerica Bank
51
Comerica Bank
Texas
$146K -$887 -60 -0.6%
AFO
52
Allie Family Office
Florida
$145K
S
53
SignatureFD
Georgia
$131K +$2.65K +179 +2%
EC
54
Elequin Capital
New York
$125K +$102K +6,868 +384%
FFA
55
Farther Finance Advisors
California
$82.2K +$1.24K +84 +1%
MCM
56
MAI Capital Management
Ohio
$72.3K +$73.9K +5,000 New
ACM
57
Anfield Capital Management
California
$56.4K
WA
58
WPG Advisers
Maryland
$52.9K +$29.9K +2,020 +123%
HI
59
Harbour Investments
Wisconsin
$39.9K +$40.8K +2,763 New
CWC
60
Carolinas Wealth Consulting
North Carolina
$34.2K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$32K +$8.69K +588 +37%
AF
62
Advisornet Financial
Minnesota
$26.7K +$27.4K +1,851 New
SW
63
SVB Wealth
Massachusetts
$26.6K +$27.2K +1,838 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$23.4K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$14.4K +$14.8K +1,000 New
FIA
66
FNY Investment Advisers
New York
$14K +$14.8K +1,000 New
AssetMark Inc
67
AssetMark Inc
California
$3.61K
GC
68
Garde Capital
Washington
$1.91K +$1.95K +132 New
MG
69
Marex Group
-$776K -54,447 Closed
SA
70
Sanctuary Advisors
Indiana
-$713K -47,940 Closed
LCM
71
Landscape Capital Management
New Jersey
-$317K -22,218 Closed
Walleye Capital
72
Walleye Capital
New York
-$203K -14,242 Closed
CAS
73
Coppell Advisory Solutions
Texas
-$50.3K -3,540 Closed
SAM
74
Synergy Asset Management
Washington
-$18.8K -1,200 Closed
POIA
75
Pin Oak Investment Advisors
Texas
+$370 +25 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.