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WDI

Western Asset Diversified Income Fund

71 hedge funds and large institutions have $166M invested in Western Asset Diversified Income Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% more funds holding

Funds holding: 6571 (+6)

0.76% more ownership

Funds ownership: 22.47%23.23% (+0.76%)

3% less capital invested

Capital invested by funds: $171M → $166M (-$4.99M)

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$186K -$35K -2,434 -15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$175K -$414K -28,783 -69%
Lido Advisors
53
Lido Advisors
California
$150K
MFG
54
Merit Financial Group
Georgia
$145K -$8.21K -571 -5%
Truist Financial
55
Truist Financial
North Carolina
$142K -$25.7K -1,791 -15%
Comerica Bank
56
Comerica Bank
Texas
$139K -$1.52K -106 -1%
AFO
57
Allie Family Office
Florida
$138K
PWPS
58
Pinnacle Wealth Planning Services
Ohio
$76.9K +$80.1K +5,572 New
AF
59
Advisornet Financial
Minnesota
$76.4K +$5.76K +401 +8%
S
60
SignatureFD
Georgia
$67.1K +$2.82K +196 +4%
ACM
61
Anfield Capital Management
California
$53.9K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$34K +$661 +46 +2%
WA
63
WPG Advisers
Maryland
$33.4K -$2.9K -202 -8%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$24.9K
FFA
65
Farther Finance Advisors
California
$20.7K
MCM
66
MAI Capital Management
Ohio
$19.5K +$20.3K +1,410 New
AF
67
Allworth Financial
California
$13.8K
HI
68
Harbour Investments
Wisconsin
$9.53K
SAG
69
SageView Advisory Group
California
$5.52K +$5.75K +400 New
AssetMark Inc
70
AssetMark Inc
California
$2.56K
HWP
71
Highline Wealth Partners
California
$2.56K
PAMP
72
Polar Asset Management Partners
Ontario, Canada
-$3.86M -262,130 Closed
CPRC
73
Consolidated Portfolio Review Corp
New York
-$2.11M -143,619 Closed
HF
74
HRT Financial
New York
-$192K -13,084 Closed
ASN
75
Advisory Services Network
Georgia
-$97.1K -6,600 Closed

WDI Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2025, worth a combined $166M — down 2.9% from $171M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDI positions and 8 closed out — a net gain of 7 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $6.26M. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 71 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $166M of Western Asset Diversified Income Fund stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 15 funds opened new Western Asset Diversified Income Fund positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $6.26M added.
  • The largest Western Asset Diversified Income Fund seller in Q4 2025 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q4 2025.