Guru Ownership Trend
Guru Analysis for Netflix, Inc. (NFLX)
Netflix, Inc. (NFLX), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.42 B.
Top institutional holders include Ken Fisher and Frank Sands.
Notably, Tom Russo has expressed high conviction in this stock, allocating 6.61% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $695.33 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 49.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.88% | Add 0.7% | 20,338,750 | $2.44 B | Q3 2025 | |
| 3.71% | Reduce -1.0% | 11,206,580 | $1.34 B | Q3 2025 | |
| 6.61% | Reduce -5.2% | 5,144,250 | $616.75 M | Q3 2025 | |
| 1.56% | New Buy | 5,008,120 | $600.43 M | Q3 2025 | |
| 0.25% | Add 21.7% | 3,350,110 | $397.17 M | Q3 2025 | |
| 0.43% | Reduce -49.6% | 2,714,290 | $325.42 M | Q3 2025 | |
| 0.75% | New Buy | 2,019,000 | $242.06 M | Q3 2025 | |
| 0.13% | Add 3025.7% | 635,770 | $76.22 M | Q3 2025 | |
| 0.99% | Add 43.8% | 597,440 | $71.63 M | Q3 2025 | |
| 6.53% | Add 4.1% | 385,000 | $46.45 M | Q3 2025 | |
| 0.17% | Add 29.0% | 326,550 | $39.15 M | Q3 2025 | |
| 0.12% | Add 896.6% | 261,120 | $31.31 M | Q3 2025 | |
| 0.14% | Reduce -0.5% | 119,550 | $14.33 M | Q3 2025 | |
| 0.01% | Reduce -12.7% | 27,510 | $3.3 M | Q3 2025 | |
| 0.01% | Reduce -35.7% | 22,110 | $2.65 M | Q3 2025 | |
| 0.03% | Reduce -29.9% | 16,400 | $1.97 M | Q3 2025 | |
| 0.01% | Reduce -0.3% | 6,040 | $724,148 | Q3 2025 | |
| 0.00% | 3,110 | $372,864 | Q3 2025 | ||
| 0.03% | 1,800 | $215,806 | Q3 2025 | ||
| 0.00% | New Buy | 890 | $106,704 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Netflix, Inc. (NFLX)
Major holders include Ken Fisher ($2.44 B), Frank Sands ($1.34 B), Tom Russo ($616.75 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 52.18 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $695.33 M, with 10 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited NFLX. The total reported sell value was $369.76 M.
Yes, 3 managers opened new positions in NFLX, and 7 increased their existing holdings. The total reported buy value was $1.07 B.