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Netflix

2,296 hedge funds and large institutions have $174B invested in Netflix in 2023 Q4 according to their latest regulatory filings, with 406 funds opening new positions, 743 increasing their positions, 857 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 406 | Existing positions closed: 137

31% more capital invested

Capital invested by funds: $133B → $174B (+$41.4B)

26.68% more ownership

Funds ownership: 791.46%818.15% (+27%)

13% more funds holding in top 10

Funds holding in top 10: 7281 (+9)

12% more funds holding

Funds holding: 2,0512,296 (+245)

13% less repeat investments, than reductions

Existing positions increased: 743 | Existing positions reduced: 857

24% less call options, than puts

Call options by funds: $13.3B | Put options by funds: $17.6B

Holders
2,296
Holders Change
+245
Holders Change %
+11.95%
% of All Funds
33.47%
Holding in Top 10
81
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.5%
% of All Funds
1.18%
New
406
Increased
743
Reduced
857
Closed
137
Calls
$13.3B
Puts
$17.6B
Net Calls
-$4.26B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1426
Integrity Wealth Solutions
Colorado
$561K +$503K +11,520 New
MCWA
1427
Meadow Creek Wealth Advisors
Georgia
$561K +$503K +11,520 New
MP
1428
McDonald Partners
Ohio
$559K
FWP
1429
FAS Wealth Partners
Kansas
$558K
NPT
1430
National Philanthropic Trust
Pennsylvania
$558K +$500K +11,460 New
PC
1431
Permit Capital
Pennsylvania
$557K +$282K +6,450 +129%
FS
1432
Financial Symmetry
North Carolina
$557K +$500K +11,450 New
RRA
1433
Round Rock Advisors
Connecticut
$557K +$6.99K +160 +1%
NC
1434
Napatree Capital
Rhode Island
$557K +$499K +11,430 New
DBRC
1435
D.B. Root & Company
Pennsylvania
$556K
CAM
1436
Carret Asset Management
New York
$556K -$10.9K -250 -2%
CFO
1437
Custos Family Office
Texas
$555K
AO
1438
Advisor OS
Illinois
$555K +$172K +3,930 +53%
PCM
1439
Pointe Capital Management
Michigan
$552K
MFG
1440
Menard Financial Group
Texas
$549K +$21.4K +490 +5%
SCM
1441
Steele Capital Management
Iowa
$549K +$492K +11,270 New
DLHL
1442
Donald L. Hagan LLC
Florida
$548K +$18.8K +430 +4%
TFIPS
1443
Towarzystwo Funduszy Inwestycyjnych PZU SA
$548K +$491K +11,250 New
CWP
1444
Cyndeo Wealth Partners
Florida
$547K +$52.8K +1,210 +12%
MA
1445
MCF Advisors
Kentucky
$546K +$349K +7,990 +247%
NCM
1446
Neumann Capital Management
California
$542K
NCM
1447
Next Capital Management
New York
$541K +$123K +2,820 +34%
NFG
1448
Nadler Financial Group
Illinois
$540K +$15.3K +350 +3%
MPWT
1449
MassMutual Private Wealth & Trust
Connecticut
$538K -$10.9K -250 -2%
BIP
1450
Blueprint Investment Partners
North Carolina
$538K +$482K +11,040 New

NFLX Hedge Fund Activity: Q4 2023 in Review

2,296 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Netflix (NFLX) for Q4 2023, worth a combined $174B — up 31% from $133B a quarter earlier.

Buyers outnumbered sellers: 406 funds opened new NFLX positions and 137 closed out — a net gain of 269 holders — while 743 added to existing stakes and 857 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03B. The largest seller was Capital Research Global Investors, cutting an estimated $1.67B.

  • 2,296 institutional investors held Netflix (NFLX) as of Q4 2023, up from 2,051 in Q3 2023.
  • Funds reported $174B of Netflix stock for Q4 2023, up 31% quarter-over-quarter.
  • 406 funds opened new Netflix positions in Q4 2023 and 137 closed out, a net change of +269 holders.
  • The largest Netflix buyer in Q4 2023 was Morgan Stanley, an estimated $3.03B added.
  • The largest Netflix seller in Q4 2023 was Capital Research Global Investors, an estimated $1.67B sold.

Based on aggregated 13F filings for Q4 2023.