Weatherly Asset Management Boosts Netflix Stake by 877%

Investment firm now holds over 400,000 shares of the streaming giant

Apr. 2, 2026 at 11:37am

Weatherly Asset Management L.P. significantly increased its stake in Netflix, Inc. (NASDAQ:NFLX) during the fourth quarter, purchasing an additional 360,140 shares to bring its total holdings to 401,201 shares. This represents an 877.1% increase in the firm's Netflix position, which now accounts for about 2.9% of its total portfolio.

Why it matters

The substantial increase in Weatherly's Netflix holdings suggests the investment firm has a bullish outlook on the streaming company's long-term prospects, even as Netflix's stock price has faced volatility in recent months. This news provides insight into how some major institutional investors are viewing the competitive landscape for streaming services.

The details

According to a recent 13F filing, Weatherly Asset Management purchased 360,140 additional Netflix shares in the fourth quarter, bringing its total position to 401,201 shares worth $37.6 million. This marks a significant increase from the firm's previous Netflix holdings of just 41,061 shares. The investment now comprises about 2.9% of Weatherly's total portfolio.

  • Weatherly Asset Management increased its Netflix stake in the fourth quarter of 2025.

The players

Weatherly Asset Management L.P.

An investment management firm that has significantly increased its stake in Netflix, Inc.

Netflix, Inc.

The global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content.

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The takeaway

Weatherly Asset Management's decision to dramatically boost its Netflix position underscores the continued appeal of the streaming giant among institutional investors, despite recent stock price volatility. This news provides insight into how some major players are viewing the competitive dynamics in the rapidly evolving streaming media landscape.