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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
PIA
2001
Powell Investment Advisors
Florida
$212K -$200K -4,570 -51%
T
2002
Tidemark
California
$212K +$190K +4,350 New
PIMG
2003
Patriot Investment Management Group
Tennessee
$211K +$189K +4,340 New
AFG
2004
Allegheny Financial Group
Pennsylvania
$211K +$189K +4,330 New
CPA
2005
Clear Point Advisors
New York
$210K +$189K +4,320 New
SFC
2006
SYM Financial Corp
Indiana
$210K +$189K +4,320 New
SL
2007
Salomon & Ludwin
Virginia
$210K
CFGA
2008
Cambridge Financial Group (Arizona)
Arizona
$209K +$188K +4,300 New
UCB
2009
United Community Bank
South Carolina
$209K -$171K -3,910 -48%
HWM
2010
Horizon Wealth Management
Illinois
$209K +$187K +4,290 New
TCWA
2011
Turtle Creek Wealth Advisors
Texas
$208K +$186K +4,270 New
CPA
2012
Capital Planning Advisors
California
$207K +$186K +4,260 New
LWM
2013
Liberty Wealth Management
California
$207K +$186K +4,260 New
ALAM
2014
Asahi Life Asset Management
Japan
$206K -$1.13M -25,880 -86%
DAM
2015
Delta Asset Management
Tennessee
$206K +$1.31K +30 +0.7%
SB
2016
Simmons Bank
Arkansas
$204K +$182K +4,180 New
AUB
2017
Atlantic Union Bankshares
Virginia
$204K -$1.39M -31,940 -88%
FFBTD
2018
First Financial Bank - Trust Division
Ohio
$204K +$182K +4,180 New
JCFM
2019
JBR Co Financial Management
Oklahoma
$204K +$182K +4,180 New
SGK
2020
Steigerwald Gordon & Koch
Virginia
$203K +$182K +4,160 New
CCA
2021
Catalyst Capital Advisors
New York
$203K +$38K +870 +26%
XWM
2022
Xcel Wealth Management
Florida
$201K +$180K +4,120 New
C
2023
Covestor
United Kingdom
$199K +$56.8K +1,300 +47%
CSWM
2024
Cassady Schiller Wealth Management
Ohio
$197K +$2.34M +53,630 +19,863%
A
2025
AJOVista
Massachusetts
$196K +$176K +4,030 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.