Western Asset Diversified Income Fund
WDI
65 hedge funds and large institutions have $171M invested in Western Asset Diversified Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 9 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
0.13% less ownership
Funds ownership: 22.6% → 22.47% (-0.13%)
1% less capital invested
Capital invested by funds: $174M → $171M (-$2.49M)
6% less funds holding
Funds holding: 69 → 65 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.19M |
| 2 |
JP Morgan Chase
New York
|
+$479K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$373K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$365K |
| 5 |
LPL Financial
San Diego,
California
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.63M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$634K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$596K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$580K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$431K |
WDI Hedge Fund Activity: Q3 2025 in Review
65 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q3 2025, worth a combined $171M — down 1.4% from $174M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WDI and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 27 added.
The largest buyer was Penserra Capital Management, adding an estimated $1.19M. The largest seller was Morgan Stanley, cutting an estimated $2.63M.
- 65 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q3 2025, down from 69 in Q2 2025.
- Funds reported $171M of Western Asset Diversified Income Fund stock for Q3 2025, down 1.4% quarter-over-quarter.
- 5 funds opened new Western Asset Diversified Income Fund positions in Q3 2025 and 9 closed out, a net change of -4 holders.
- The largest Western Asset Diversified Income Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $1.19M added.
- The largest Western Asset Diversified Income Fund seller in Q3 2025 was Morgan Stanley, an estimated $2.63M sold.
Based on aggregated 13F filings for Q3 2025.