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Warner Bros
WBD

1,171 hedge funds and large institutions have $17.9B invested in Warner Bros in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 409 increasing their positions, 415 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 20 → 28 (+8)

6% more capital invested

Capital invested by funds: $16.9B → $17.9B (+$990M)

2.97% more ownership

Funds ownership: 65.19% → 68.15% (+3%)

1% less repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 415

4% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 116

6% less call options, than puts

Call options by funds: $450M | Put options by funds: $480M

2% less funds holding

Funds holding: 1,201 → 1,171 (-30)

Holders
1,171
Holders Change
-30
Holders Change %
-2.5%
% of All Funds
15.7%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.38%
New
111
Increased
409
Reduced
415
Closed
116
Calls
$450M
Puts
$480M
Net Calls
-$30.3M
Net Calls Change
-$41.7M

Top Buyers

Rank Fund Capital Flow
1
IFP
Independent Franchise Partners
United Kingdom
+$137M
2
State Street
State Street
Massachusetts
+$128M
3
JP Morgan Chase
JP Morgan Chase
New York
+$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.8M
5
KBC Group
KBC Group
Belgium
+$65.2M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$94.9M
2
Citigroup
Citigroup
New York
-$62.9M
3
Norges Bank
Norges Bank
Norway
-$54.2M
4
DFO
Duquesne Family Office
New York
-$49.2M
5
SIG
Senator Investment Group
New York
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1026
FNY Investment Advisers
New York
$3K +$607 +58 +24%
WB
1027
Webster Bank
Connecticut
$2.96K – – –
SRCM
1028
Signature Resources Capital Management
California
$2.92K – – –
LRWM
1029
Lord & Richards Wealth Management
Colorado
$2.92K +$2.85K +272 New
LIA
1030
Luken Investment Analytics
Tennessee
$2.77K – – –
CBT
1031
Crews Bank & Trust
Florida
$2.76K -$2.52K -241 -48%
AWM
1032
Abound Wealth Management
Tennessee
$2.76K -$1.16K -111 -30%
IHWM
1033
Iron Horse Wealth Management
Iowa
$2.76K +$1.71K +163 +173%
TTIC
1034
Tower Trust & Investment Company
Iowa
$2.76K +$3.33K +318 New
MWA
1035
Miller Wealth Advisors
Colorado
$2.65K – – –
UCB
1036
United Community Bank
South Carolina
$2.58K – – –
GFPC
1037
Global Financial Private Client
Florida
$2.58K +$1.3K +124 +107%
NL
1038
NVWM LLC
Pennsylvania
$2.54K +$105 +10 +4%
JFA
1039
JNBA Financial Advisors
Minnesota
$2.51K +$701 +67 +40%
FC
1040
Family CFO
California
$2.48K – – –
HIMS
1041
Hager Investment Management Services
New Hampshire
$2.48K +$1.62K +155 +204%
ACA
1042
American Capital Advisory
Idaho
$2.47K +$261 +25 +12%
NOI
1043
Newton One Investments
Delaware
$2.46K – – –
TWD
1044
True Wealth Design
Ohio
$2.46K +$1.74K +166 +263%
MWM
1045
Mascoma Wealth Management
New Hampshire
$2.39K – – –
MCA
1046
Maryland Capital Advisors
Maryland
$2.35K – – –
B
1047
Birchbrook
Maine
$2.31K +$10 +1 +0.5%
Q1WB
1048
Quest 10 Wealth Builders
Virginia
$2.22K – – –
IA
1049
IFS Advisors
Kansas
$2.2K – – –
OC
1050
Oakworth Capital
Alabama
$2.18K – – –
40 41
42
43 44

WBD Hedge Fund Activity: Q1 2025 in Review

1,171 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Warner Bros (WBD) for Q1 2025, worth a combined $17.9B — up 5.8% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of WBD and 111 opened new positions — a net loss of 5 holders — while 415 trimmed existing stakes and 409 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $137M. The largest seller was Citadel Advisors, cutting an estimated $94.9M.

  • 1,171 institutional investors held Warner Bros (WBD) as of Q1 2025, down from 1,201 in Q4 2024.
  • Funds reported $17.9B of Warner Bros stock for Q1 2025, up 5.8% quarter-over-quarter.
  • 111 funds opened new Warner Bros positions in Q1 2025 and 116 closed out, a net change of -5 holders.
  • The largest Warner Bros buyer in Q1 2025 was Independent Franchise Partners, an estimated $137M added.
  • The largest Warner Bros seller in Q1 2025 was Citadel Advisors, an estimated $94.9M sold.

Based on aggregated 13F filings for Q1 2025.