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WDI

Western Asset Diversified Income Fund

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: 6969 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.1M -$5.18M -362,556 -7%
PCM
2
Penserra Capital Management
California
$18.6M +$529K +37,033 +3%
Wells Fargo
3
Wells Fargo
California
$15.5M +$321K +22,485 +2%
Bank of America
4
Bank of America
North Carolina
$6.51M +$175K +12,246 +3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.47M +$1.5M +105,215 +32%
AAM
6
Advisors Asset Management
Colorado
$6.01M -$28.1K -1,970 -0.5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.46M +$912K +63,855 +27%
Cohen & Steers
8
Cohen & Steers
New York
$4.05M
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$3.81M +$3.45M +241,853 +1,596%
Invesco
10
Invesco
Georgia
$3.05M -$200K -14,025 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.04M -$107K -7,479 -4%
Stifel Financial
12
Stifel Financial
Missouri
$2.76M -$501K -35,065 -16%
GC
13
Guggenheim Capital
Illinois
$2.52M +$98.5K +6,899 +4%
LPL Financial
14
LPL Financial
California
$2.27M +$69.2K +4,847 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.13M +$532K +37,259 +35%
CPRC
16
Consolidated Portfolio Review Corp
New York
$2.06M -$79.6K -5,571 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.9M +$45.7K +3,197 +3%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$1.63M +$178K +12,478 +13%
UBS Group
19
UBS Group
Switzerland
$1.11M +$328K +22,995 +44%
Raymond James Financial
20
Raymond James Financial
Florida
$1.05M -$249K -17,468 -20%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$922K
OC
22
Oppenheimer & Co
New York
$841K -$33.8K -2,369 -4%
BI
23
Bramshill Investments
Florida
$712K -$1.2K -84 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$654K +$14.5K +1,014 +2%
RCM
25
Robinson Capital Management
Michigan
$634K +$123K +8,590 +25%

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.