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Electronic Arts Inc.

EA Communication Services
$203.87 +$1.3 (0.64%)
Market Cap: $51.02 B
Gurus Holding
10
Popularity Rank
#517
% of Shares Held
1.02%
Net Activity (Q4 2025)
+$211.43 M

Guru Ownership Trend

Guru Analysis for Electronic Arts Inc. (EA)

Electronic Arts Inc. (EA), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $518.08 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $211.43 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 63.6%.

Key Holders

Top 5 by Value

$198.05 M
$181.41 M
$87.54 M
$24.12 M
$16.11 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$267.56 M
Total Buy Value
New Buys 2
Additions 4
-$56.13 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Electronic Arts Inc. (EA)

Major holders include Cliff Asness ($198.05 M), Paul Tudor Jones ($181.41 M), George Soros ($87.54 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.54 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $211.43 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited EA. The total reported sell value was $56.13 M.

Yes, 2 managers opened new positions in EA, and 4 increased their existing holdings. The total reported buy value was $267.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Reduce -17.6% 969,284 $198.05 M Q4 2025
0.34% Add 88683.3% 887,833 $181.41 M Q4 2025
1.01% Add 289.5% 428,402 $87.54 M Q4 2025
0.06% Add 17.6% 118,051 $24.12 M Q4 2025
0.08% New Buy 78,863 $16.11 M Q4 2025
0.01% Reduce -61.3% 20,098 $4.11 M Q4 2025
0.06% Reduce -63.6% 20,000 $4.09 M Q4 2025
0.01% Add 50.8% 16,209 $3.31 M Q4 2025
0.00% New Buy 2,250 $459,743 Q4 2025
0.00% Reduce -40.8% 244 $49,857 Q4 2025
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SEC Form