Netflix
NFLX
3,608 hedge funds and large institutions have $328B invested in Netflix in 2026 Q1 according to their latest regulatory filings, with 371 funds opening new positions, 1,861 increasing their positions, 1,078 reducing their positions, and 239 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 1,861 | Existing positions reduced: 1,078
55% more first-time investments, than exits
New positions opened: 371 | Existing positions closed: 239
19% more funds holding in top 10
Funds holding in top 10: 123 → 146 (+23)
2% more funds holding
Funds holding: 3,542 → 3,608 (+66)
9% more call options, than puts
Call options by funds: $21.5B | Put options by funds: $19.6B
1% more capital invested
Capital invested by funds: $324B → $328B (+$3.63B)
0.61% less ownership
Funds ownership: 81.48% → 80.88% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$2.26B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.26B |
| 3 |
Morgan Stanley
New York
|
+$1.2B |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.14B |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$866M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.08B |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$1.33B |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$950M |
| 4 |
D.E. Shaw & Co
New York
|
-$883M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$769M |
NFLX Hedge Fund Activity: Q1 2026 in Review
3,608 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Netflix (NFLX) for Q1 2026, worth a combined $328B — up 1.1% from $324B a quarter earlier.
Buyers outnumbered sellers: 371 funds opened new NFLX positions and 239 closed out — a net gain of 132 holders — while 1,861 added to existing stakes and 1,078 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $2.26B. The largest seller was Capital International Investors, cutting an estimated $2.08B.
- 3,608 institutional investors held Netflix (NFLX) as of Q1 2026, up from 3,542 in Q4 2025.
- Funds reported $328B of Netflix stock for Q1 2026, up 1.1% quarter-over-quarter.
- 371 funds opened new Netflix positions in Q1 2026 and 239 closed out, a net change of +132 holders.
- The largest Netflix buyer in Q1 2026 was Capital Research Global Investors, an estimated $2.26B added.
- The largest Netflix seller in Q1 2026 was Capital International Investors, an estimated $2.08B sold.
Based on aggregated 13F filings for Q1 2026.