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Warner Music

299 hedge funds and large institutions have $5.19B invested in Warner Music in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 96 increasing their positions, 83 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

728% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $8.01M

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

29% more capital invested

Capital invested by funds: $4.03B → $5.19B (+$1.15B)

18% more funds holding

Funds holding: 254299 (+45)

16% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 83

2.88% more ownership

Funds ownership: 101.49%104.38% (+2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
299
Holders Change
+45
Holders Change %
+17.72%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
83
Increased
96
Reduced
83
Closed
37
Calls
$66.3M
Puts
$8.01M
Net Calls
+$58.3M
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
251
Bell Investment Advisors
California
$7.12K
IRC
252
Investors Research Corp
Georgia
$6.44K
CA
253
Clearstead Advisors
Ohio
$5.25K +$1.05K +33 +27%
RDFA
254
Ritter Daniher Financial Advisory
Ohio
$5.21K +$4.88K +153 New
AA
255
Ancora Advisors
Ohio
$5.11K
CA
256
CoreCap Advisors
Michigan
$4.47K -$670 -21 -14%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$4.09K +$159 +5 +4%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$3.85K +$829 +26 +30%
SAM
259
Smartleaf Asset Management
Massachusetts
$3.78K
PWA
260
Physician Wealth Advisors
Utah
$3.71K +$3.48K +109 New
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$3.13K
SPIA
262
Steward Partners Investment Advisory
New York
$3.04K -$1.75K -55 -38%
HWM
263
Hemington Wealth Management
Virginia
$3K +$1.37K +43 +59%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$2.9K +$701 +22 +34%
NRG
265
Nemes Rush Group
Michigan
$2.76K
S
266
SignatureFD
Georgia
$2.32K -$765 -24 -26%
WPA
267
Wealth Preservation Advisors
Tennessee
$2.32K -$32 -1 -1%
GRP
268
Global Retirement Partners
California
$2.32K +$64 +2 +3%
ASN
269
Advisory Services Network
Georgia
$1.94K +$1.82K +57 New
SA
270
Strategic Advocates
Utah
$1.77K +$1.66K +52 New
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.7K +$1.59K +50 New
NS
272
NBC Securities
Alabama
$1.6K +$1.5K +47 New
FWM
273
FSA Wealth Management
Massachusetts
$1.53K
HNW
274
High Note Wealth
Minnesota
$1.5K +$1.4K +44 New
RF
275
Roxbury Financial
New Jersey
$1.41K

WMG Hedge Fund Activity: Q3 2025 in Review

299 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Warner Music (WMG) for Q3 2025, worth a combined $5.19B — up 29% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WMG positions and 37 closed out — a net gain of 46 holders — while 96 added to existing stakes and 83 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $68.2M. The largest seller was Mawer Investment Management, cutting an estimated $225M.

  • 299 institutional investors held Warner Music (WMG) as of Q3 2025, up from 254 in Q2 2025.
  • Funds reported $5.19B of Warner Music stock for Q3 2025, up 29% quarter-over-quarter.
  • 83 funds opened new Warner Music positions in Q3 2025 and 37 closed out, a net change of +46 holders.
  • The largest Warner Music buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $68.2M added.
  • The largest Warner Music seller in Q3 2025 was Mawer Investment Management, an estimated $225M sold.

Based on aggregated 13F filings for Q3 2025.