Aggregate 13F filings for the Q2 2025 reporting period (ending 06/30/2025) indicate a notable increase in institutional long positions in Netflix (NFLX). Across all funds reviewed, total NFLX holdings grew by approximately 3.74%, or 6,230,549 shares, to 172,661,006. While 13F filings only reflect long positions, this collective increase suggests rising institutional conviction in NFLX, with Vanguard Group, BlackRock, and Geode Capital Management holding the largest reported stakes.
An analysis of 13F filings for the period ending June 30, 2025, reveals a net increase in institutional ownership of Netflix Inc. (NFLX). Across all reporting funds, aggregate holdings increased by 6,230,549 shares, or 3.74%, to a new total of 172,661,006 shares. This aggregate accumulation suggests a mildly positive shift in institutional sentiment during the second quarter. While this broad trend is bullish, a closer look at a smaller, more recent batch of 74 filers shows a more mixed picture, with 11 funds increasing their positions, 9 decreasing, and one notable fund, Maplelane Capital LLC, exiting its stake entirely. It is critical to acknowledge the limitations of this data; 13F filings only disclose long positions and are backward-looking, meaning they do not capture potential bearish bets or more recent portfolio adjustments. The largest reported positions are held by major asset managers like Vanguard and BlackRock, which is typical for a large-cap constituent of major indices.
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mildly positive
Sentiment Score
0.35
Ticker Sentiment
