Hudson Bay Capital Management
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Hudson Bay Capital Management’s Comcast CMCSA Stock Holding History

Hudson Bay Capital Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,109
Closed -$443K – 1242
2025
Q3 		$443K Sell
14,109
-67,322
-83% -$2.26M ﹤0.01% 925
2025
Q2 		$2.91M Sell
81,431
-61,795
-43% -$2.14M 0.01% 694
2025
Q1 		$5.29M Buy
143,226
+77,446
+118% +$2.79M 0.02% 580
2024
Q4 		$2.47M Buy
+65,780
New +$2.73M 0.01% 625
2023
Q4 		– Sell
-200,000
Closed -$8.87M – 756
2023
Q3 		$8.87M Buy
+200,000
New +$8.93M 0.07% 177
2020
Q3 		– Sell
-67,000
Closed -$2.61M – 563
2020
Q2 		$2.61M Sell
67,000
-390,800
-85% -$14.9M 0.05% 283
2020
Q1 		$15.7M Buy
+457,800
New +$19.3M 0.39% 39
2019
Q3 		– Sell
-52,214
Closed -$2.21M – 419
2019
Q2 		$2.21M Sell
52,214
-701,778
-93% -$29.6M 0.05% 265
2019
Q1 		$30.1M Sell
753,992
-82,809
-10% -$3.12M 0.39% 48
2018
Q4 		$28.5M Buy
836,801
+110,490
+15% +$4.03M 0.38% 48
2018
Q3 		$25.7M Buy
726,311
+164,135
+29% +$5.81M 0.32% 65
2018
Q2 		$18.4M Buy
562,176
+385,356
+218% +$12.6M 0.26% 68
2018
Q1 		$6.04M Buy
+176,820
New +$6.86M 0.13% 185
2017
Q1 		– Sell
-63,168
Closed -$2.34M – 805
2016
Q4 		$2.18M Buy
+63,168
New +$2.11M 0.05% 332
2015
Q1 		– Sell
-821,302
Closed -$23.8M – 179
2014
Q4 		$23.8M Sell
821,302
-743,618
-48% -$20.4M 0.55% 40
2014
Q3 		$42.1M Buy
+1,564,920
New +$42.9M 1.19% 21
2014
Q1 		– Sell
-909,894
Closed -$23.7M – 180
2013
Q4 		$23.6M Buy
+909,894
New +$21.9M 0.96% 34

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hudson Bay Capital Management's CMCSA Position: Q4 2025 in Review

Hudson Bay Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 14,109 shares — an estimated $443K sold.

Hudson Bay Capital Management first reported a position in CMCSA in Q4 2013 and held it in 17 quarters. The position peaked at $42.1M in Q3 2014. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

  • Hudson Bay Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
  • Hudson Bay Capital Management sold 14,109 Comcast shares in Q4 2025, an estimated $443K.
  • Hudson Bay Capital Management first reported a position in Comcast in Q4 2013 and held it in 17 quarters.
  • Hudson Bay Capital Management's Comcast position peaked at $42.1M in Q3 2014.
  • 2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Hudson Bay Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.