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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
Morgan Stanley
1
Morgan Stanley
New York
$60.1M -$4.76M -331,473 -7%
PCM
2
Penserra Capital Management
California
$20.3M +$1.95M +135,895 +10%
Wells Fargo
3
Wells Fargo
California
$12.6M -$2.22M -154,170 -14%
Raymond James Financial
4
Raymond James Financial
Florida
$7.34M +$6.26M +435,685 +456%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.18M -$159K -11,065 -2%
Bank of America
6
Bank of America
North Carolina
$5.94M -$52.1K -3,628 -0.8%
AAM
7
Advisors Asset Management
Colorado
$3.99M -$1.57M -109,053 -27%
Cohen & Steers
8
Cohen & Steers
New York
$3.77M
P
9
&Partners
Tennessee
$3.1M +$3.23M +224,817 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.08M +$73.8K +5,133 +2%
Stifel Financial
11
Stifel Financial
Missouri
$2.98M +$239K +16,603 +8%
RAM
12
Readystate Asset Management
Illinois
$2.91M +$3.02M +210,479 New
GC
13
Guggenheim Capital
Illinois
$2.69M +$268K +18,663 +11%
SIA
14
Sit Investment Associates
Minnesota
$2.65M +$2.75M +191,637 New
JP Morgan Chase
15
JP Morgan Chase
New York
$2.44M +$9.34K +650 +0.4%
LPL Financial
16
LPL Financial
California
$2.4M -$54.6K -3,798 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.26M +$173K +12,010 +8%
PIWA
18
Prevail Innovative Wealth Advisors
Kansas
$1.88M +$32.5K +2,261 +2%
SFS
19
Shaker Financial Services
Virginia
$1.86M +$1.91M +133,212 New
Invesco
20
Invesco
Georgia
$1.7M -$634K -44,121 -26%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$1.23M +$1.28M +88,811 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.13M
OC
23
Oppenheimer & Co
New York
$820K +$39K +2,717 +5%
LCM
24
Landscape Capital Management
New Jersey
$744K +$774K +53,843 New
IWC
25
Integrated Wealth Concepts
Massachusetts
$699K +$103K +7,174 +17%

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.