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Comcast

2,054 hedge funds and large institutions have $90.3B invested in Comcast in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 878 increasing their positions, 755 reducing their positions, and 199 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $628M

16% more repeat investments, than reductions

Existing positions increased: 878 | Existing positions reduced: 755

1.78% more ownership

Funds ownership: 85.89%87.67% (+1.8%)

3% less capital invested

Capital invested by funds: $93.2B → $90.3B (-$2.92B)

7% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 199

2% less funds holding

Funds holding: 2,1052,054 (-51)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,054
Holders Change
-51
Holders Change %
-2.42%
% of All Funds
25.13%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.29%
New
186
Increased
878
Reduced
755
Closed
199
Calls
$1.6B
Puts
$628M
Net Calls
+$973M
Net Calls Change
-$611M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.04B -$23.9M -797,866 -0.3%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$6.69B +$6.98B +233,154,772 New
State Street
3
State Street
Massachusetts
$5.25B -$122M -4,069,968 -2%
Capital World Investors
4
Capital World Investors
California
$5.23B +$1.25B +41,798,380 +30%
Charles Schwab
5
Charles Schwab
California
$3.49B +$2.47B +82,641,800 +212%
Invesco
6
Invesco
Georgia
$3.41B -$155M -5,182,704 -4%
Dodge & Cox
7
Dodge & Cox
California
$3.25B +$4.21M +140,730 +0.1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.57B +$1.01B +33,909,460 +61%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.52B -$54M -1,803,353 -2%
Vanguard Portfolio Management
10
Vanguard Portfolio Management
Pennsylvania
$2.2B +$2.3B +76,713,093 New
JP Morgan Chase
11
JP Morgan Chase
New York
$1.83B -$4.2M -140,455 -0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.74B -$194M -6,495,485 -10%
Morgan Stanley
13
Morgan Stanley
New York
$1.23B +$39.7M +1,325,646 +3%
Ameriprise
14
Ameriprise
Minnesota
$1.22B +$128M +4,280,158 +11%
Bank of America
15
Bank of America
North Carolina
$1.17B +$113M +3,783,234 +10%
Goldman Sachs
16
Goldman Sachs
New York
$1.11B -$69M -2,304,664 -6%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$1.08B +$48.1M +1,608,692 +4%
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$1.08B -$69.9M -2,335,212 -6%
Northern Trust
19
Northern Trust
Illinois
$1.04B +$9.63M +321,770 +0.9%
Franklin Resources
20
Franklin Resources
California
$908M +$209M +6,989,800 +28%
UBS AM
21
UBS AM
Illinois
$896M +$89.5M +2,990,830 +11%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$846M +$15.2M +507,097 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$782M -$6.01M -200,702 -0.7%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$769M -$29M -968,846 -3%
Harris Associates
25
Harris Associates
Illinois
$759M -$30.2M -1,010,365 -4%

CMCSA Hedge Fund Activity: Q1 2026 in Review

2,054 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Comcast (CMCSA) for Q1 2026, worth a combined $90.3B — down 3.1% from $93.2B a quarter earlier.

Sellers outnumbered buyers: 199 funds closed out of CMCSA and 186 opened new positions — a net loss of 13 holders — while 755 trimmed existing stakes and 878 added.

The largest buyer was Charles Schwab, adding an estimated $2.47B. The largest seller was Acadian Asset Management, cutting an estimated $263M.

  • 2,054 institutional investors held Comcast (CMCSA) as of Q1 2026, down from 2,105 in Q4 2025.
  • Funds reported $90.3B of Comcast stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 186 funds opened new Comcast positions in Q1 2026 and 199 closed out, a net change of -13 holders.
  • The largest Comcast buyer in Q1 2026 was Charles Schwab, an estimated $2.47B added.
  • The largest Comcast seller in Q1 2026 was Acadian Asset Management, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2026.