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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
GWP
1076
Gen-Wealth Partners
Michigan
$1.45K -$10 -1 -0.7%
WTFG
1077
Wood Tarver Financial Group
Idaho
$1.39K – – –
DRP
1078
Decker Retirement Planning
Utah
$1.31K +$10 +1 +0.8%
RDFA
1079
Ritter Daniher Financial Advisory
Ohio
$1.29K – – –
RCM
1080
Raleigh Capital Management
North Carolina
$1.23K -$12.1K -1,157 -91%
PPC
1081
Park Place Capital
Alabama
$1.2K – – –
TLA
1082
Tanglewood Legacy Advisors
Texas
$1.2K – – –
ACM
1083
Anfield Capital Management
California
$1.14K – – –
VWWMG
1084
Vermillion & White Wealth Management Group
Pennsylvania
$1.12K – – –
MAS
1085
MPWM Advisory Solutions
Georgia
$1.08K – – –
PWA
1086
Principia Wealth Advisory
Texas
$1.07K +$732 +70 +152%
RA
1087
Ransom Advisory
Rhode Island
$1.03K +$1K +96 New
AW
1088
Avion Wealth
Texas
$1K – – –
EWP
1089
Elevation Wealth Partners
California
$998 – – –
BTD
1090
BankPlus Trust Department
Mississippi
$976 – – –
CWC
1091
Carolinas Wealth Consulting
North Carolina
$934 -$37.6K -3,592 -98%
SFCL
1092
Strengthening Families & Communities LLC
Massachusetts
$900 +$795 +76 +169%
DJSG
1093
D.J. St. Germain
Massachusetts
$891 -$24.9K -2,384 -97%
CWM
1094
CarsonAllaria Wealth Management
Illinois
$869 – – –
GFL
1095
Granite FO LLC
New Hampshire
$805 – – –
CIM
1096
Contravisory Investment Management
Massachusetts
$794 – – –
GWS
1097
Greykasell Wealth Strategies
California
$794 +$774 +74 New
PCTC
1098
Perkins Coie Trust Company
Washington
$783 +$764 +73 New
RPA
1099
Redwood Park Advisors
California
$773 – – –
GJIA
1100
Glass Jacobson Investment Advisors
Maryland
$762 – – –
42 43
44
45 46

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.