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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
NFSG
76
Newbridge Financial Services Group
Florida
-$36.8K -2,504 Closed
FIA
77
FNY Investment Advisers
New York
-$14K -1,000 Closed
POIA
78
Pin Oak Investment Advisors
Texas
-$1.86K -125 Closed
DRP
79
Decker Retirement Planning
Utah
-$1.47K -100 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.