Warby Parker
WRBY
261 hedge funds and large institutions have $1.74B invested in Warby Parker in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 37 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
76% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 37
17% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 77
11% more funds holding
Funds holding: 235 → 261 (+26)
4.81% less ownership
Funds ownership: 96.92% → 92.11% (-4.8%)
27% less capital invested
Capital invested by funds: $2.39B → $1.74B (-$645M)
30% less call options, than puts
Call options by funds: $6.48M | Put options by funds: $9.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$46.6M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$28.5M |
| 3 |
1WCM
12 West Capital Management
New York
|
+$28M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$26.8M |
| 5 |
Goldman Sachs
New York
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$137M |
| 2 |
DCP
D1 Capital Partners
New York
|
-$119M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.1M |
| 4 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$37.4M |
| 5 |
JP Morgan Chase
New York
|
-$12.6M |
WRBY Hedge Fund Activity: Q1 2025 in Review
261 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Warby Parker (WRBY) for Q1 2025, worth a combined $1.74B — down 27% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new WRBY positions and 37 closed out — a net gain of 28 holders — while 90 added to existing stakes and 77 trimmed.
The largest buyer was Millennium Management, adding an estimated $46.6M. The largest seller was General Catalyst Group Management, exiting entirely with an estimated $137M sold.
- 261 institutional investors held Warby Parker (WRBY) as of Q1 2025, up from 235 in Q4 2024.
- Funds reported $1.74B of Warby Parker stock for Q1 2025, down 27% quarter-over-quarter.
- 65 funds opened new Warby Parker positions in Q1 2025 and 37 closed out, a net change of +28 holders.
- The largest Warby Parker buyer in Q1 2025 was Millennium Management, an estimated $46.6M added.
- The largest Warby Parker seller in Q1 2025 was General Catalyst Group Management, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2025.