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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
Morgan Stanley
1
Morgan Stanley
New York
$75.4M -$607K -41,043 -0.8%
PCM
2
Penserra Capital Management
California
$17.6M +$577K +38,999 +3%
Wells Fargo
3
Wells Fargo
California
$14.8M +$946K +63,967 +7%
Bank of America
4
Bank of America
North Carolina
$6.16M -$2.79M -188,654 -31%
AAM
5
Advisors Asset Management
Colorado
$5.88M -$318K -21,497 -5%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.78M +$964K +65,215 +25%
Cohen & Steers
7
Cohen & Steers
New York
$3.94M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.42M +$950K +64,235 +37%
Stifel Financial
9
Stifel Financial
Missouri
$3.19M +$31.3K +2,116 +1%
Invesco
10
Invesco
Georgia
$3.18M +$135K +9,116 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.07M +$411K +27,777 +15%
GC
12
Guggenheim Capital
Illinois
$2.35M +$178K +12,070 +8%
LPL Financial
13
LPL Financial
California
$2.14M -$85.7K -5,797 -4%
CPRC
14
Consolidated Portfolio Review Corp
New York
$2.08M -$5.84K -395 -0.3%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.81M +$55.2K +3,737 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.54M +$499K +33,740 +46%
PIWA
17
Prevail Innovative Wealth Advisors
Kansas
$1.4M +$175K +11,822 +14%
Raymond James Financial
18
Raymond James Financial
Florida
$1.27M +$100K +6,783 +8%
RAM
19
Readystate Asset Management
Illinois
$1.13M +$647K +43,750 +128%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$897K +$161K +10,900 +21%
OC
21
Oppenheimer & Co
New York
$853K +$30.4K +2,055 +4%
UBS Group
22
UBS Group
Switzerland
$750K -$424K -28,668 -36%
JSW
23
Journey Strategic Wealth
New Jersey
$722K +$109K +7,400 +17%
BI
24
Bramshill Investments
Florida
$694K +$769 +52 +0.1%
SFS
25
Shaker Financial Services
Virginia
$626K -$594K -40,150 -48%

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.