PRIMECAP increased NFLX position by 3,826,870 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $NFLX based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other PRIMECAP Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | Decreased | 6,566,583 | $779.2B |
| SONY | SONY GROUP CORP | Decreased | 6,140,660 | $1492.5B |
| NWL | NEWELL BRANDS INC | Decreased | 5,309,046 | $32.4B |
| OPTU | ALTICE USA INC | Exited | 4,869,860 | — |
| MU | MICRON TECHNOLOGY INC | Decreased | 4,860,499 | $7076.7B |
| CHV | CHEVRON CORP NEW | Decreased | 4,037,474 | $354.4B |
| ELAN | ELANCO ANIMAL HEALTH INC | Decreased | 3,744,068 | $1045.8B |
| INTC | INTEL CORP | Decreased | 3,273,242 | $2809.3B |
| AZN | ASTRAZENECA PLC | Decreased | 2,942,710 | $3393.6B |
| WSC | WILLSCOT HLDGS CORP | Increased | +2,894,900 | $80.4B |
Other Whales Moving NFLX This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +159,578,053 |
| Capital World | Increased | +80,025,890 |
| Citadel | Increased | +60,015,300 |
| Capital Research | Increased | +37,661,365 |
| Fisher Investments | Increased | +18,456,524 |
| ClearBridge | Increased | +16,666,689 |
| American Century | Increased | +15,804,792 |
| SRS Inv Mgmt | Increased | +13,666,076 |
| Geode Capital | Increased | +11,119,462 |
| Edgewood | Increased | +10,455,117 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: April 16, 2026 at 06:01 UTC