Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WARNER MUSIC GROUP CORP (WMG)

292 + Investors. Track Smart Money conviction in WMG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — WMG

Based on 283 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
283 hedge funds hold WMG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

169 buying148 selling
Last quarter: 169 funds bought or added vs 148 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 31 → 78 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
134 out of 283 hedge funds have held WMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

39 → 47 → 31 → 78 → 64 new funds/Q
New funds entering each quarter: 47 → 31 → 78 → 64. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 17% 1-2yr ■ 27% new
Of 292 current holders: 164 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
35 of 283 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WMG

How many hedge funds hold WMG — quarterly history vs. share price
Quarterly hedge fund ownership of WMG vs. share price

Market Analysis: WMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: WMG
2026 Q1 Stats Unlock in 12 days 292 + Investors

Track Smart Money conviction in WMG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 292 289 1.04%
13F Shares 152M 153M -1.11%
Total Value $4.65B $5.22B -10.96%
New Positions 64 78 -14
Increased Positions 118 104 +14
Closed Positions 61 36 +25
Reduced Positions 103 97 +6
Total Calls 7 7 -
Total Puts 3 6 -50.0%
PUT/CALL Ratio 0.43 0.86 Bullish

Statistics: WMG

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

292 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WMG. Verified SEC 13F-HR filings.

Top 25 institutional holders of WMG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HAHN CAPITAL MANAGEMENT LLC 3.01% 187,605 $4.8M
2 COOKE & BIELER LP 1.38% 4,770,594 $121.8M
3 Daytona Street Capital LLC 1.25% 62,415 $1.6M
4 COMMONS CAPITAL, LLC 0.85% 40,000 $1.0M
5 PEAK FINANCIAL ADVISORS LLC 0.85% 74,793 $1.9M
6 Pullen Investment Management, LLC 0.60% 46,886 $1.2M
7 Arlington Partners LLC 0.50% 9,789 $250K
8 HOHIMER WEALTH MANAGEMENT, LLC 0.42% 139,208 $3.6M
9 Perpetual Ltd 0.30% 774,488 $19.8M
10 Westfuller Advisors, LLC 0.25% 22,980 $587K
11 AMICA MUTUAL INSURANCE CO 0.24% 107,421 $3K
12 Joel Isaacson & Co., LLC 0.21% 245,150 $6.3M
13 THRIVENT FINANCIAL FOR LUTHERANS 0.18% 3,640,781 $93K
14 River Road Asset Management, LLC 0.16% 550,000 $14.0M
15 R Squared Ltd 0.12% 8,648 $221K
16 CAPITAL CITY TRUST CO/FL 0.08% 14,045 $359K
17 Powell Investment Advisors, LLC 0.07% 8,424 $215K
18 Candriam S.C.A. 0.07% 544,520 $13.9M
19 Keystone Financial Services 0.07% 9,477 $242K
20 AlphaQuest LLC 0.07% 40,160 $1.2M
21 Mawer Investment Management Ltd. 0.06% 341,325 $8.7M
22 Patriot Financial Group Insurance Agency, LLC 0.05% 37,000 $945K
23 Retirement Systems of Alabama 0.04% 494,845 $12.6M
24 CenterBook Partners LP 0.04% 29,444 $752K
25 Modera Wealth Management, LLC 0.04% 130,257 $3.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WARNER MUSIC GROUP CORP (WMG)

What does the Smart Money Trend signal show for WMG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WMG?

Slight buying edge — 53% buying: Last quarter: 169 funds bought or added vs 148 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WMG holders?

Strong quality — 35% AUM from major funds: 35 of 283 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WMG?

47% of holders stayed for 2+ years: 134 out of 283 hedge funds have held WMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.