Warby Parker
WRBY
286 hedge funds and large institutions have $2.33B invested in Warby Parker in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 62 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 62
9% more funds holding
Funds holding: 263 → 286 (+23)
6.16% more ownership
Funds ownership: 95.15% → 101.31% (+6.2%)
10% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 81
15% less capital invested
Capital invested by funds: $2.76B → $2.33B (-$426M)
55% less call options, than puts
Call options by funds: $44M | Put options by funds: $98.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$143M |
| 2 |
JP Morgan Chase
New York
|
+$51.7M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$46.4M |
| 4 |
SIM
SRS Investment Management
New York
|
+$31.2M |
| 5 |
Morgan Stanley
New York
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$57M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$44.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$43.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$34.6M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$31.4M |
WRBY Hedge Fund Activity: Q4 2025 in Review
286 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Warby Parker (WRBY) for Q4 2025, worth a combined $2.33B — down 15% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new WRBY positions and 62 closed out — a net gain of 24 holders — while 89 added to existing stakes and 81 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $143M. The largest seller was Macquarie Group, exiting entirely with an estimated $57M sold.
- 286 institutional investors held Warby Parker (WRBY) as of Q4 2025, up from 263 in Q3 2025.
- Funds reported $2.33B of Warby Parker stock for Q4 2025, down 15% quarter-over-quarter.
- 86 funds opened new Warby Parker positions in Q4 2025 and 62 closed out, a net change of +24 holders.
- The largest Warby Parker buyer in Q4 2025 was Fidelity Investments, an estimated $143M added.
- The largest Warby Parker seller in Q4 2025 was Macquarie Group, an estimated $57M sold.
Based on aggregated 13F filings for Q4 2025.