LongNFLXJul 2026
Netflix, Inc.
The fund initiated Netflix despite near-term perception headwinds surrounding its unsuccessful Warner Bros. bid and competition for audience attention from the 2026 FIFA World…
NFLX
Which hedge funds are long NFLX?
10 published ideas on Netflix, Inc. across 6 funds — 10 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Netflix, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongNFLXJun 2026
Netflix
Netflix has a global subscription video platform with more than 325 million paying subscribers and a large content library supported by substantial historical investment. Loomis…
LongNFLXJun 2026
Netflix
SGA maintained its Netflix position despite near-term share-price weakness following guidance that fell below investor expectations. The company continued to produce double-digit…
LongNFLXJun 2026
Netflix, Inc.
SGA added to Netflix after share-price weakness and raised the position to an average weight. The long-term thesis centers on a recurring subscription model, low churn…
LongNFLXJun 2026
Netflix, Inc.
Netflix detracted during the quarter despite solid first-quarter growth because second-quarter revenue and EBIT guidance came in below elevated expectations. SGA believes the…
LongNFLXJun 2026
Netflix
Netflix has faced weak sentiment as short-form video and user-generated content continue taking viewing time from premium streaming. Sands nevertheless sees evidence of pricing…
LongNFLXJun 2026
Netflix
SGA added to Netflix after share-price weakness despite continued double-digit revenue growth and solid operating-income expansion. The long-term thesis rests on a recurring…
LongNFLXJun 2026
Netflix
SGA maintained Netflix despite near-term share-price pressure because the core business continued to deliver solid revenue and operating income growth. With the Warner Bros…
LongNFLXJun 2026
Netflix, Inc.
Weitz initiated Netflix despite near-term concerns that its attempted Warner Bros. acquisition signaled stagnation in the streaming business. The fund believes the ad-supported…
LongNFLXJun 2026
Netflix
SGA added to Netflix after share-price weakness despite continued double-digit revenue growth and solid operating-income expansion. The long-term thesis rests on a recurring…