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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
KA
1051
Kozak & Associates
Colorado
$2.16K -$1.42K -136 -34%
CWP
1052
Clark Wealth Partners
Illinois
$2.13K -$1.23K -118 -37%
SWP
1053
SIMA Wealth Partners
Virginia
$2.03K – – –
PCM
1054
Penserra Capital Management
California
$2K -$559K -53,434 -100%
FMTCOCP
1055
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K -$764 -73 -31%
JEST
1056
JTC Employer Solutions Trustee
Jersey
$2K – – –
Kayne Anderson Rudnick Investment Management
1057
Kayne Anderson Rudnick Investment Management
California
$1.99K -$2.31K -221 -54%
NWM
1058
Nova Wealth Management
Florida
$1.96K – – –
TCM
1059
Tradewinds Capital Management
Washington
$1.95K +$387 +37 +26%
AWM
1060
Accredited Wealth Management
Kentucky
$1.94K – – –
AFS
1061
Anderson Financial Strategies
Ohio
$1.93K +$1.88K +180 New
1L
1062
10Elms LLP
Oklahoma
$1.91K – – –
RF
1063
Rossby Financial
Florida
$1.88K +$2.29K +219 New
CIAM
1064
Caitong International Asset Management
Hong Kong
$1.88K -$157K -15,045 -99%
RWML
1065
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.81K -$52 -5 -3%
DWM
1066
Dogwood Wealth Management
Kansas
$1.74K +$1.65K +158 +3,950%
BA
1067
Bellwether Advisors
Nebraska
$1.7K – – –
WCM
1068
WealthTrak Capital Management
Virginia
$1.66K +$680 +65 +72%
BGAI
1069
Bruce G. Allen Investments
Colorado
$1.6K – – –
FFL
1070
Financial Freedom LLC
Ohio
$1.6K – – –
PFPT
1071
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.6K – – –
FPF
1072
First Pacific Financial
Washington
$1.56K – – –
IRAG
1073
Investment Research & Advisory Group
Georgia
$1.56K +$1.52K +145 New
MA
1074
Montag & Associates
Georgia
$1.55K – – –
KFGG
1075
Keystone Financial Group (Georgia)
Georgia
$1.46K – – –
41 42
43
44 45

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.