Comcast
CMCSA
2,453 hedge funds and large institutions have $122B invested in Comcast in 2024 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 786 increasing their positions, 1,134 reducing their positions, and 161 closing their positions.
81% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 161
70% more call options, than puts
Call options by funds: $1.27B | Put options by funds: $747M
4% more funds holding
Funds holding: 2,365 → 2,453 (+88)
1.11% more ownership
Funds ownership: 82.91% → 84.02% (+1.1%)
9% less capital invested
Capital invested by funds: $134B → $122B (-$11.8B)
27% less funds holding in top 10
Funds holding in top 10: 49 → 36 (-13)
31% less repeat investments, than reductions
Existing positions increased: 786 | Existing positions reduced: 1,134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$839M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$694M |
| 3 |
Amundi
Paris,
France
|
+$596M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$510M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$467M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$708M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$381M |
| 3 |
DCP
Darsana Capital Partners
New York
|
-$334M |
| 4 |
JP Morgan Chase
New York
|
-$299M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$289M |
CMCSA Hedge Fund Activity: Q4 2024 in Review
2,453 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Comcast (CMCSA) for Q4 2024, worth a combined $122B — down 8.9% from $134B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new CMCSA positions and 161 closed out — a net gain of 131 holders — while 786 added to existing stakes and 1,134 trimmed.
The largest buyer was Norges Bank, adding an estimated $839M. The largest seller was Massachusetts Financial Services, cutting an estimated $708M.
- 2,453 institutional investors held Comcast (CMCSA) as of Q4 2024, up from 2,365 in Q3 2024.
- Funds reported $122B of Comcast stock for Q4 2024, down 8.9% quarter-over-quarter.
- 292 funds opened new Comcast positions in Q4 2024 and 161 closed out, a net change of +131 holders.
- The largest Comcast buyer in Q4 2024 was Norges Bank, an estimated $839M added.
- The largest Comcast seller in Q4 2024 was Massachusetts Financial Services, an estimated $708M sold.
Based on aggregated 13F filings for Q4 2024.