Hedge Funds Show Growing Interest in Netflix Inc. (NFLX)

At Holdings Channel, we have analyzed the latest round of 13F filings dated 03/31/2025 and found that Netflix Inc (Symbol: NFLX) was included in the portfolios of 12 hedge funds. When multiple hedge fund managers appear to align on a stock, it often warrants closer examination.

It is crucial to note that 13F filings only reveal these funds’ long positions, as they are not required to disclose short positions to the SEC. For instance, a fund could be making a bearish bet by shorting calls while simultaneously holding a long position in NFLX. This long position would appear in a 13F filing, leading to assumptions of bullish sentiment, while the complete picture—including potential bearish positions—remains hidden.

With this caveat in mind, examining groups of 13F filings can yield valuable insights, especially when comparing different reporting periods. Below, we analyze the changes in NFLX positions among these recent 13F filers.

In terms of shares owned, five of the identified funds increased their NFLX positions from 12/31/2024 to 03/31/2025. Conversely, four funds reduced their holdings, while one fund established a new position.

Expanding our view beyond just these recent filings, we aggregated the total NFLX shares held by all 570 funds we reviewed for the 03/31/2025 reporting period. This figure was compared to the total shares held by those same funds on 12/31/2024. Notably, funds increased their aggregate holdings by 8,829,888 shares, rising from 2,131,812 to 10,961,700 shares. This signifies an increase of approximately 414.20% in NFLX shares held across these funds. The top three funds holding NFLX as of 03/31/2025 were:

We’ll continue to monitor the latest 13F filings by hedge fund managers, sharing compelling insights drawn from the aggregate data over time. While analyzing individual 13F filings can sometimes mislead due to their long-only nature, looking at the entire group across reporting periods can reveal much more about trends and investment opportunities, with stocks like Netflix Inc (Symbol: NFLX) deserving further exploration.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.