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Electronic Arts Inc.

EA Communication Services
$200.64 $-0.14 (-0.07%)
Market Cap: $50.31 B
Gurus Holding
10
Popularity Rank
#470
% of Shares Held
1.42%
Net Activity (Q1 2026)
+$207.53 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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $714.16 M.

Top institutional holders include Paul Tudor Jones and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $207.53 M net inflow during the quarter.

Recent activity highlights George Soros who increased their stake by 125.4%. Conversely, Ray Dalio reduced exposure by 38.5%.

Key Holders

Top 5 by Value

$275.66 M
$198.51 M
$196.9 M
$25.36 M
$12.66 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$225.33 M
Total Buy Value
New Buys 1
Additions 6
-$17.8 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for Electronic Arts Inc. (EA)

Major holders include Paul Tudor Jones ($275.66 M), Cliff Asness ($198.51 M), George Soros ($196.9 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $207.53 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited EA. The total reported sell value was $17.8 M.

Yes, 1 managers opened new positions in EA, and 6 increased their existing holdings. The total reported buy value was $225.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.51% Add 52.3% 1,352,130 $275.66 M Q1 2026
0.09% Add 1.1% 979,565 $198.51 M Q1 2026
2.16% Add 125.4% 965,793 $196.9 M Q1 2026
0.06% Add 5.4% 124,409 $25.36 M Q1 2026
0.02% New Buy 62,083 $12.66 M Q1 2026
0.02% Add 123.0% 36,140 $7.37 M Q1 2026
0.10% Add 25.0% 25,000 $5.1 M Q1 2026
0.01% Reduce -38.5% 12,358 $2.52 M Q1 2026
0.00% Reduce -24.4% 1,701 $346,783 Q1 2026
0.00% 244 $49,744 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form