Who owns FUN (FUN)
Which tracked institutional funds hold FUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FUN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
79 tracked funds added or opened FUN while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FUN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FUN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FUN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 297 tracked filers holding FUN, 128 increased or opened the position and 146 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FUN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$91M
- VANGUARD CAPITAL MANAGEMENT LLC$75M
- BALYASNY ASSET MANAGEMENT L.P.$15M
- Kanen Wealth Management LLC$15M
- Long Pond Capital, LP$13M
- VANGUARD FIDUCIARY TRUST CO$12M
Full exits 17
- VANGUARD GROUP INC$134M
- SOROS FUND MANAGEMENT LLC$7M
- Verition Fund Management LLC$6M
- Capitolis Liquid Global Markets LLC$6M
- Black Diamond Capital Management I, LLLP$5M
- CASPIAN CAPITAL LP$4M
Largest adds
- UBS Group AG$81M
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$75M
- AMERIPRISE FINANCIAL INC$37M
- CITADEL ADVISORS LLC$23M
- MARSHALL WACE, LLP$23M
- GOLDMAN SACHS GROUP INC$23M
Largest trims
- BlackRock, Inc.$50M
- MORGAN STANLEY$40M
- BANK OF AMERICA CORP /DE/$30M
- Nearwater Capital Markets, Ltd$23M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$19M
- Land & Buildings Investment Management, LLC$15M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 10,473,241 | $186M | 6.8% | 2026-Q1 |
| UBS Group AG added | 9,114,678 | $162M | 5.9% | 2026-Q1 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added | 8,700,000 | $154M | 5.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,924,427 | $105M | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,140,845 | $91M | 3.3% | 2026-Q1 |
| Sachem Head Capital Management LP | 5,030,000 | $89M | 3.2% | 2026-Q1 |
| DENDUR CAPITAL LP | 4,953,500 | $88M | 3.2% | 2026-Q1 |
| H PARTNERS MANAGEMENT, LLC | 4,650,000 | $83M | 3.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,207,390 | $75M | 2.7% | 2026-Q1 |
| JANA Partners Management, LP | 4,116,099 | $73M | 2.7% | 2026-Q1 |
| STATE STREET CORP added | 3,682,354 | $65M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,401,323 | $60M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,980,235 | $53M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,359,585 | $42M | 1.5% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC added | 2,223,149 | $39M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,741,478 | $31M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,510,049 | $27M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,478,654 | $26M | 1.0% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 1,426,167 | $25M | 0.9% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP trimmed | 1,368,578 | $24M | 0.9% | 2026-Q1 |
| Chescapmanager LLC | 1,121,254 | $20M | 0.7% | 2026-Q1 |
| ING GROEP NV | 1,046,000 | $19M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,024,755 | $18M | 0.7% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,019,700 | $18M | 0.7% | 2026-Q1 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 927,829 | $16M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 849,434 | $15M | 0.5% | 2026-Q1 |
| Kanen Wealth Management LLC new | 848,643 | $15M | 0.5% | 2026-Q1 |
| Long Pond Capital, LP added | 750,424 | $13M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 684,280 | $12M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 650,039 | $12M | 0.4% | 2026-Q1 |
| Land & Buildings Investment Management, LLC trimmed | 642,336 | $11M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 618,341 | $11M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 635,754 | $11M | 0.4% | 2026-Q1 |
| Clearline Capital LP trimmed | 561,011 | $10M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 554,025 | $10M | 0.4% | 2026-Q1 |
| Channing Capital Management, LLC added | 510,853 | $9M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 495,349 | $9M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 487,772 | $9M | 0.3% | 2026-Q1 |
| Man Group plc added | 425,894 | $8M | 0.3% | 2026-Q1 |
| FIL Ltd | 425,000 | $8M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 394,480 | $7M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 389,300 | $7M | 0.3% | 2026-Q1 |
| Davidson Kempner Capital Management LP trimmed | 374,360 | $7M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 363,051 | $6M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 349,357 | $6M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 278,010 | $5M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 274,488 | $5M | 0.2% | 2026-Q1 |
| SUSQUEHANNA ADVISORS GROUP, INC. trimmed | 218,705 | $4M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 218,497 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 217,103 | $4M | 0.1% | 2026-Q1 |
| Luxor Capital Group, LP trimmed | 212,931 | $4M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 206,914 | $4M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 206,338 | $4M | 0.1% | 2026-Q1 |
| Darwins River Capital, LP new | 205,511 | $4M | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 196,852 | $3M | 0.1% | 2026-Q1 |
| WINTON GROUP Ltd added | 196,832 | $3M | 0.1% | 2026-Q1 |
| Nearwater Capital Markets, Ltd trimmed | 194,000 | $3M | 0.1% | 2026-Q1 |
| Swiss National Bank | 189,707 | $3M | 0.1% | 2026-Q1 |
| CastleKnight Management LP added | 188,102 | $3M | 0.1% | 2026-Q1 |
| 13D Management LLC | 186,500 | $3M | 0.1% | 2026-Q1 |
| 59 North Capital Management, LP added | 3,801,830 | $136M | 4.9% | 2025-Q1 stale |
| VANGUARD GROUP INC trimmed | 8,724,806 | $134M | 4.9% | 2025-Q4 stale |
| Contour Asset Management LLC trimmed | 2,829,517 | $86M | 3.1% | 2025-Q2 stale |
| EdgePoint Investment Group Inc. new | 3,114,600 | $71M | 2.6% | 2025-Q3 stale |
| Jericho Capital Asset Management L.P. trimmed | 2,616,300 | $59M | 2.2% | 2025-Q3 stale |
| HG Vora Capital Management, LLC added | 2,175,000 | $49M | 1.8% | 2025-Q3 stale |
| HIGHLAND PEAK CAPITAL, LLC new | 1,085,555 | $33M | 1.2% | 2025-Q2 stale |
| Capital World Investors | 878,120 | $31M | 1.1% | 2025-Q1 stale |
| No Street GP LP trimmed | 645,000 | $23M | 0.8% | 2025-Q1 stale |
| EMINENCE CAPITAL, LP trimmed | 643,312 | $23M | 0.8% | 2025-Q1 stale |
| Alberta Investment Management Corp added | 913,000 | $21M | 0.8% | 2025-Q3 stale |
| DAVENPORT & Co LLC added | 664,853 | $20M | 0.7% | 2025-Q2 stale |
| Nitorum Capital, L.P. trimmed | 821,782 | $19M | 0.7% | 2025-Q3 stale |
| Ananym Capital Management, LP added | 795,411 | $18M | 0.7% | 2025-Q3 stale |
| Medina Value Partners, LLC new | 649,428 | $15M | 0.5% | 2025-Q3 stale |
| SCOPIA CAPITAL MANAGEMENT LP trimmed | 314,962 | $11M | 0.4% | 2025-Q1 stale |
| CI INVESTMENTS INC. trimmed | 349,326 | $11M | 0.4% | 2025-Q2 stale |
| Benchstone Capital Management LP trimmed | 331,957 | $10M | 0.4% | 2025-Q2 stale |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 329,920 | $10M | 0.4% | 2025-Q2 stale |
| MAVERICK CAPITAL LTD added | 257,325 | $9M | 0.3% | 2025-Q1 stale |
| Interval Partners, LP added | 388,188 | $9M | 0.3% | 2025-Q3 stale |
| MANAGED ASSET PORTFOLIOS, LLC new | 268,787 | $8M | 0.3% | 2025-Q2 stale |
| SORA INVESTORS LLC new | 356,428 | $8M | 0.3% | 2025-Q3 stale |
| Rivermont Capital Management LP new | 228,050 | $7M | 0.3% | 2025-Q2 stale |
| Atom Investors LP added | 298,657 | $7M | 0.2% | 2025-Q3 stale |
| SOROS FUND MANAGEMENT LLC new | 440,000 | $7M | 0.2% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P added | 218,146 | $7M | 0.2% | 2025-Q2 stale |
| AYAL Capital Advisors Ltd added | 210,000 | $6M | 0.2% | 2025-Q2 stale |
| Bayberry Capital Partners LP new | 210,000 | $6M | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC added | 384,366 | $6M | 0.2% | 2025-Q4 stale |
| ArrowMark Colorado Holdings LLC added | 191,000 | $6M | 0.2% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC | 371,100 | $6M | 0.2% | 2025-Q4 stale |
| BARDIN HILL MANAGEMENT PARTNERS LP | 156,645 | $6M | 0.2% | 2025-Q1 stale |
| Black Diamond Capital Management I, LLLP | 329,920 | $5M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 211,513 | $5M | 0.2% | 2025-Q3 stale |
| Cove Street Capital, LLC added | 204,414 | $5M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 141,090 | $4M | 0.2% | 2025-Q2 stale |
| CASPIAN CAPITAL LP new | 276,225 | $4M | 0.2% | 2025-Q4 stale |
| Dilation Capital Management LP new | 120,285 | $4M | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL new | 97,835 | $3M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.