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
Q3 		– Sell
-40,400
Closed -$1.44M – 1312
2025
Q2 		$1.44M Sell
40,400
-95,100
-70% -$3.29M ﹤0.01% 882
2025
Q1 		$5M Buy
+135,500
New +$4.89M 0.02% 592
2019
Q1 		– Sell
-1,030,000
Closed -$35.1M – 717
2018
Q4 		$35.1M Buy
1,030,000
+800,000
+348% +$29.2M 0.47% 36
2018
Q3 		$8.14M Buy
230,000
+100,000
+77% +$3.54M 0.1% 189
2018
Q2 		$4.26M Buy
130,000
+81,900
+170% +$2.67M 0.06% 327
2018
Q1 		$1.64M Sell
48,100
-6,000
-11% -$233K 0.03% 485
2017
Q4 		$2.17M Buy
+54,100
New +$2.03M 0.05% 301
2017
Q2 		– Sell
-257,000
Closed -$9.66M – 569
2017
Q1 		$9.66M Buy
257,000
+110,200
+75% +$4.09M 0.13% 163
2016
Q4 		$5.07M Sell
146,800
-300,800
-67% -$10M 0.11% 192
2016
Q3 		$14.8M Buy
447,600
+347,600
+348% +$11.6M 0.36% 50
2016
Q2 		$3.26M Buy
+100,000
New +$3.11M 0.1% 141
2014
Q2 		– Sell
-2,000,000
Closed -$50M – 179
2014
Q1 		$50M Buy
+2,000,000
New +$52.1M 1.34% 24

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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. 2,100 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.
  • 2,100 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.