Hudson Bay Capital Management
EA

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
2019
Q2 		– Sell
-70,000
Closed -$7.11M – 512
2019
Q1 		$7.11M Buy
+70,000
New +$6.64M 0.09% 215
2018
Q2 		– Sell
-50,000
Closed -$6.06M – 837
2018
Q1 		$6.06M Buy
+50,000
New +$6.06M 0.13% 184

Other funds holding EA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hudson Bay Capital Management's EA Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Electronic Arts (EA) stake by 83% in Q1 2026, buying an estimated $66.9M and bringing the position to 728,687 shares worth $149M. The position accounts for 0.51% of the portfolio, ranked #41.

Hudson Bay Capital Management first reported a position in EA in Q1 2018 and has held it in 15 quarters since. The position peaked at $159M in Q3 2025. 1,026 funds tracked by Wall St. Rank hold EA as of Q1 2026.

  • Hudson Bay Capital Management held 728,687 shares of Electronic Arts worth $149M as of Q1 2026.
  • Hudson Bay Capital Management bought 331,187 Electronic Arts shares in Q1 2026, an estimated $66.9M.
  • Electronic Arts made up 0.51% of Hudson Bay Capital Management's portfolio in Q1 2026, its #41 holding.
  • Hudson Bay Capital Management first reported a position in Electronic Arts in Q1 2018 and has held it in 15 quarters since.
  • Hudson Bay Capital Management's Electronic Arts position peaked at $159M in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.