Hudson Bay Capital Management’s Electronic Arts EA Stock Holding History

Hudson Bay Capital Management’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$185M	Buy	900,734 +172,047	+24%	+$34.8M	0.5%	41
2026 Q1	$149M	Buy	728,687 +331,187	+83%	+$66.9M	0.51%	41
2025 Q4	$81.2M	Sell	397,500 -390,549	-50%	-$78.8M	0.27%	75
2025 Q3	$159M	Buy	788,049 +753,835	+2,203%	+$125M	0.53%	40
2025 Q2	$5.46M	Buy	34,214 +4,528	+15%	+$670K	0.02%	527
2025 Q1	$4.29M	Buy	+29,686	New	+$4.01M	0.01%	638
2021 Q4	–	Sell	-2,000	Closed	-$285K	–	1116
2021 Q3	$285K	Buy	+2,000	New	+$281K	﹤0.01%	844
2021 Q1	–	Sell	-8,000	Closed	-$1.15M	–	878
2020 Q4	$1.15M	Sell	8,000 -3,020	-27%	-$389K	0.01%	440
2020 Q3	$1.44M	Buy	11,020 +520	+5%	+$70.9K	0.02%	391
2020 Q2	$1.39M	Sell	10,500 -14,500	-58%	-$1.71M	0.02%	347
2020 Q1	$2.5M	Buy	+25,000	New	+$2.63M	0.06%	242
2019 Q2	–	Sell	-72,679	Closed	-$7.39M	–	513
2019 Q1	$7.39M	Buy	72,679 +33,172	+84%	+$3.14M	0.1%	206
2018 Q4	$3.12M	Sell	39,507 -49,225	-55%	-$4.52M	0.04%	416
2018 Q3	$10.7M	Buy	88,732 +55,184	+164%	+$7.11M	0.13%	137
2018 Q2	$4.73M	Buy	33,548 +26,619	+384%	+$3.46M	0.07%	299
2018 Q1	$840K	Buy	+6,929	New	+$840K	0.02%	610

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hudson Bay Capital Management's EA Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Electronic Arts (EA) stake by 24% in Q2 2026, buying an estimated $34.8M and bringing the position to 900,734 shares worth $185M. The position accounts for 0.5% of the portfolio, ranked #41.

Hudson Bay Capital Management first reported a position in EA in Q1 2018 and has held it in 16 quarters since. 1,009 funds tracked by Wall St. Rank hold EA as of Q2 2026.

Hudson Bay Capital Management held 900,734 shares of Electronic Arts worth $185M as of Q2 2026.
Hudson Bay Capital Management bought 172,047 Electronic Arts shares in Q2 2026, an estimated $34.8M.
Electronic Arts made up 0.5% of Hudson Bay Capital Management's portfolio in Q2 2026, its #41 holding.
Hudson Bay Capital Management first reported a position in Electronic Arts in Q1 2018 and has held it in 16 quarters since.
1,009 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.