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Warner Music

254 hedge funds and large institutions have $4.03B invested in Warner Music in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,072% more call options, than puts

Call options by funds: $63.6M | Put options by funds: $5.43M

8% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 97

1.51% less ownership

Funds ownership: 103%101.49% (-1.5%)

5% less funds holding

Funds holding: 267254 (-13)

14% less capital invested

Capital invested by funds: $4.68B → $4.03B (-$647M)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
254
Holders Change
-13
Holders Change %
-4.87%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
89
Reduced
97
Closed
44
Calls
$63.6M
Puts
$5.43M
Net Calls
+$58.2M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$3.05K
HFS
227
Hantz Financial Services
Michigan
$3K +$2.79K +100 +769%
AF
228
Allworth Financial
California
$2.53K +$726 +26 +39%
S
229
SignatureFD
Georgia
$2.51K +$1.03K +37 +67%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$2.51K +$2.57K +92 New
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$2.37K +$28 +1 +1%
NRG
232
Nemes Rush Group
Michigan
$2.21K
WPA
233
Wealth Preservation Advisors
Tennessee
$1.88K -$56 -2 -3%
GRP
234
Global Retirement Partners
California
$1.8K +$1.84K +66 New
Jones Financial Companies
235
Jones Financial Companies
Missouri
$1.77K -$3.77K -135 -68%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.52K
FWM
237
FSA Wealth Management
Massachusetts
$1.23K
RF
238
Roxbury Financial
New Jersey
$1.12K -$391 -14 -25%
MEG
239
Millstone Evans Group
Colorado
$1.06K
SO
240
Sierra Ocean
California
$1.01K +$1.03K +37 New
HWM
241
Hemington Wealth Management
Virginia
$1K -$753 -27 -27%
JWA
242
JFS Wealth Advisors
Pennsylvania
$981 -$921 -33 -48%
VCM
243
Versant Capital Management
Arizona
$844
FFO
244
Fortitude Family Office
Arizona
$790 +$809 +29 New
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$518 -$28 -1 -5%
SIC
246
SJS Investment Consulting
Ohio
$273 -$251 -9 -47%
BHWM
247
Bay Harbor Wealth Management
Maryland
$245 +$112 +4 +80%
TWD
248
True Wealth Design
Ohio
$191 -$28 -1 -13%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$163
HIA
250
HFM Investment Advisors
New Jersey
$163 +$84 +3 +100%

WMG Hedge Fund Activity: Q2 2025 in Review

254 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q2 2025, worth a combined $4.03B — down 14% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WMG and 33 opened new positions — a net loss of 11 holders — while 97 trimmed existing stakes and 89 added.

The largest buyer was Citadel Advisors, adding an estimated $56.3M. The largest seller was Caledonia Investments (Australia), exiting entirely with an estimated $67.3M sold.

  • 254 institutional investors held Warner Music (WMG) as of Q2 2025, down from 267 in Q1 2025.
  • Funds reported $4.03B of Warner Music stock for Q2 2025, down 14% quarter-over-quarter.
  • 33 funds opened new Warner Music positions in Q2 2025 and 44 closed out, a net change of -11 holders.
  • The largest Warner Music buyer in Q2 2025 was Citadel Advisors, an estimated $56.3M added.
  • The largest Warner Music seller in Q2 2025 was Caledonia Investments (Australia), an estimated $67.3M sold.

Based on aggregated 13F filings for Q2 2025.