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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
Charles Schwab
26
Charles Schwab
California
$27.6M +$457K +16,368 +2%
Morgan Stanley
27
Morgan Stanley
New York
$26.9M -$30.4M -1,087,931 -52%
Goldman Sachs
28
Goldman Sachs
New York
$26.7M +$871K +31,199 +3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$22.7M +$962K +34,464 +4%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$22.6M +$23.2M +830,940 New
DG
31
DigitalBridge Group
Florida
$22M -$2.52M -90,290 -10%
Northern Trust
32
Northern Trust
Illinois
$19M -$373K -13,377 -2%
PL
33
Perpetual Ltd
Australia
$18M +$933K +33,422 +5%
AQR Capital Management
34
AQR Capital Management
Connecticut
$17.3M +$13.3M +475,929 +293%
SSA
35
Schonfeld Strategic Advisors
New York
$16.7M +$19.4K +696 +0.1%
RRAM
36
River Road Asset Management
Kentucky
$16.6M +$5.41M +193,911 +52%
Renaissance Technologies
37
Renaissance Technologies
New York
$15.4M +$13.2M +473,200 +506%
CC
38
Covalis Capital
United Kingdom
$15.4M +$10.6M +379,661 +203%
Bank of America
39
Bank of America
North Carolina
$14.7M +$428K +15,322 +3%
Marshall Wace
40
Marshall Wace
United Kingdom
$13.5M -$45.4M -1,626,373 -77%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$13.2M +$148K +5,305 +1%
RC
42
RBO & Co
California
$12.4M +$157K +5,620 +1%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$11.7M +$51.6K +1,848 +0.4%
UBS AM
44
UBS AM
Illinois
$10.8M -$67.5K -2,419 -0.6%
Principal Financial Group
45
Principal Financial Group
Iowa
$8.84M -$49.1K -1,761 -0.5%
CGH
46
Crossmark Global Holdings
Texas
$8.4M +$136K +4,884 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$8.23M +$195K +6,989 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$8.13M +$110K +3,939 +1%
Raymond James Financial
49
Raymond James Financial
Florida
$8.09M -$1.18M -42,291 -12%
EGM
50
Engineers Gate Manager
New York
$7.79M +$4.83M +173,099 +153%

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.