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Western Digital Corporation

WDC Technology
$297.73 +$27.24 (10.07%)
Market Cap: $100.94 B
Gurus Holding
8
Popularity Rank
#793
% of Shares Held
1.40%
Net Activity (Q4 2025)
-$33.23 M

Guru Ownership Trend

Guru Analysis for Western Digital Corporation (WDC)

Western Digital Corporation (WDC), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.41 B.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.23 M net outflow during the quarter.

Recent activity highlights Ken Fisher who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 99.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$217.24 M
Total Buy Value
New Buys 1
Additions 2
-$250.47 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Western Digital Corporation (WDC)

Major holders include Cliff Asness ($512.11 M), Renaissance Technologies (RenTech) ($170.98 M), Joel Greenblatt ($87.3 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.75 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.23 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited WDC. The total reported sell value was $250.47 M.

Yes, 1 managers opened new positions in WDC, and 2 increased their existing holdings. The total reported buy value was $217.24 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Add 70.5% 2,972,703 $512.11 M Q4 2025
0.27% Reduce -13.6% 992,533 $170.98 M Q4 2025
0.32% Reduce -4.7% 506,754 $87.3 M Q4 2025
0.03% Reduce -80.8% 178,785 $30.8 M Q4 2025
0.05% Add 39.2% 72,339 $12.46 M Q4 2025
0.00% New Buy 11,991 $2.07 M Q4 2025
0.01% Reduce -77.0% 10,314 $1.78 M Q4 2025
0.00% Reduce -99.6% 1,951 $336,099 Q4 2025
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