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WDI

Western Asset Diversified Income Fund

66 hedge funds and large institutions have $159M invested in Western Asset Diversified Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

0.43% less ownership

Funds ownership: 23.23%22.81% (-0.43%)

4% less capital invested

Capital invested by funds: $166M → $159M (-$7.14M)

7% less funds holding

Funds holding: 7166 (-5)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.3M +$838K +60,900 +1%
PCM
2
Penserra Capital Management
California
$19M -$764K -55,560 -4%
Wells Fargo
3
Wells Fargo
California
$13M +$682K +49,606 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$9.23M +$2.14M +155,641 +29%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$6.37M +$359K +26,111 +6%
Bank of America
6
Bank of America
North Carolina
$5.74M -$39.5K -2,868 -0.7%
Cohen & Steers
7
Cohen & Steers
New York
$3.67M
Stifel Financial
8
Stifel Financial
Missouri
$3.35M +$467K +33,981 +16%
LPL Financial
9
LPL Financial
California
$3.3M +$992K +72,151 +42%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.27M +$277K +20,145 +9%
P
11
&Partners
Tennessee
$3.22M +$207K +15,078 +7%
GC
12
Guggenheim Capital
Illinois
$2.95M +$339K +24,655 +13%
SIA
13
Sit Investment Associates
Minnesota
$2.88M +$314K +22,846 +12%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.44M +$248K +18,017 +11%
AAM
15
Advisors Asset Management
Colorado
$2.42M -$1.5M -108,960 -38%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.37M +$66.9K +4,861 +3%
SFS
17
Shaker Financial Services
Virginia
$2.04M +$251K +18,254 +14%
Invesco
18
Invesco
Georgia
$1.45M -$208K -15,096 -12%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.1M
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$984K +$316K +23,000 +46%
OC
21
Oppenheimer & Co
New York
$801K +$3.12K +227 +0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$704K +$124K +9,006 +21%
BI
23
Bramshill Investments
Florida
$630K -$4.08K -297 -0.6%
RAM
24
Readystate Asset Management
Illinois
$616K -$2.26M -164,659 -78%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$615K +$28.2K +2,051 +5%