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Cedar Fair

306 hedge funds and large institutions have $2.52B invested in Cedar Fair in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.21% more ownership

Funds ownership: 101.39%109.6% (+8.2%)

3% less call options, than puts

Call options by funds: $88M | Put options by funds: $90.6M

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 95

7% less funds holding

Funds holding: 330306 (-24)

19% less capital invested

Capital invested by funds: $3.12B → $2.52B (-$599M)

26% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 72

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
306
Holders Change
-24
Holders Change %
-7.27%
% of All Funds
4.02%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
53
Increased
86
Reduced
95
Closed
72
Calls
$88M
Puts
$90.6M
Net Calls
-$2.6M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
351
Independent Financial Group
California
-$256K -8,400 Closed
TC
352
TwinBeech Capital
New York
-$245K -8,039 Closed
GT
353
Glenview Trust
Kentucky
-$243K -8,000 Closed
SAA
354
Southeast Asset Advisors
Georgia
-$243K -8,000 Closed
CP
355
Castleview Partners
Texas
-$239K -7,846 Closed
X
356
Xponance
Pennsylvania
-$227K -7,450 Closed
Universal-Beteiligungs- und Servicegesellschaft
357
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$222K -7,310 Closed
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
-$218K -7,166 Closed
SCM
359
Sage Capital Management
New Jersey
-$214K -7,040 Closed
Creative Planning
360
Creative Planning
Kansas
-$205K -6,732 Closed
OWP
361
ORG Wealth Partners
Texas
-$102K -3,188 Closed
SO
362
STRS Ohio
Ohio
-$73K -2,400 Closed
CT
363
Caldwell Trust
Florida
-$56.3K -1,849 Closed
SAM
364
S.A. Mason
Michigan
-$30.2K -993 Closed
CTC
365
Central Trust Company
Missouri
-$26.2K -862 Closed
BIG
366
Brooklyn Investment Group
New York
-$21.1K -694 Closed
PFBT
367
Parkside Financial Bank & Trust
Missouri
-$5.54K -182 Closed
PS
368
Principal Securities
Iowa
-$4.05K -133 Closed
HNW
369
High Note Wealth
Minnesota
-$2.98K -98 Closed
TPWA
370
Twin Peaks Wealth Advisors
California
-$2.15K -84 Closed
TFGT
371
TS Financial Group (TSFG)
Illinois
-$2K -75 Closed
QL
372
Quarry LP
New York
-$2.01K -66 Closed
TCOV
373
Trust Company of Vermont
Vermont
-$1.55K -51 Closed
GIA
374
GHP Investment Advisors
Colorado
-$1.22K -40 Closed
LI
375
LRI Investments
Florida
-$1.19K -39 Closed

FUN Hedge Fund Activity: Q3 2025 in Review

306 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q3 2025, worth a combined $2.52B — down 19% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of FUN and 53 opened new positions — a net loss of 19 holders — while 95 trimmed existing stakes and 86 added.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $108M. The largest seller was Rush Island Management, cutting an estimated $87.8M.

  • 306 institutional investors held Cedar Fair (FUN) as of Q3 2025, down from 330 in Q2 2025.
  • Funds reported $2.52B of Cedar Fair stock for Q3 2025, down 19% quarter-over-quarter.
  • 53 funds opened new Cedar Fair positions in Q3 2025 and 72 closed out, a net change of -19 holders.
  • The largest Cedar Fair buyer in Q3 2025 was JANA Partners Management, an estimated $108M added.
  • The largest Cedar Fair seller in Q3 2025 was Rush Island Management, an estimated $87.8M sold.

Based on aggregated 13F filings for Q3 2025.