We are live on ! Find out more
NFLX icon

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
FW
2101
Fairway Wealth
Ohio
$98.3K +$88.2K +2,020 New
CFG
2102
CKW Financial Group
Hawaii
$97K
LF
2103
Lee Financial
Texas
$96.9K +$16.2K +370 +23%
TWM
2104
Tradition Wealth Management
Minnesota
$94K +$27.5K +630 +48%
APC
2105
Aspire Private Capital
North Carolina
$93.2K
LD
2106
Lipe & Dalton
New York
$93K
ANBT
2107
American National Bank & Trust
Texas
$90.6K +$64.6K +1,480 +389%
AWM
2108
AllSquare Wealth Management
New York
$90.1K
GKIM
2109
GW&K Investment Management
Massachusetts
$89K +$11.3K +260 +17%
OA
2110
Operose Advisors
Wisconsin
$88.1K -$34.9K -800 -31%
CJ
2111
Caitlin John
Michigan
$88.1K +$79K +1,810 New
CWP
2112
Concord Wealth Partners
Virginia
$86.7K -$12.7K -290 -14%
CTWM
2113
Cherry Tree Wealth Management
Minnesota
$85.7K
SR
2114
Syntax Research
Florida
$85.2K
KFI
2115
Key Financial Inc
Pennsylvania
$84.7K -$10.9K -250 -13%
CSB
2116
City State Bank
Iowa
$84K
PS
2117
Planned Solutions
California
$83.3K +$74.6K +1,710 New
DCP
2118
DSM Capital Partners
Florida
$81.8K +$73.3K +1,680 New
W
2119
WealthCollab
Washington
$79.8K +$71.6K +1,640 New
NECFA
2120
New England Capital Financial Advisors
Connecticut
$78.1K
CPG
2121
Cornerstone Planning Group
New Jersey
$76.4K +$16.6K +380 +32%
WT
2122
Washington Trust
Rhode Island
$75.5K -$1.75K -40 -3%
PA
2123
Pineridge Advisors
Missouri
$75K +$67.2K +1,540 New
BEI
2124
Benjamin Edwards Inc
Missouri
$74K +$437 +10 +0.7%
LG
2125
LAM Group
Oregon
$73K +$65.5K +1,500 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.