COMCAST CORP NEW (CMCSA) — Hedge Fund Ownership Q1 2026
CMCSA
- COMCAST CORP NEW (CMCSA) is held by 13 of 82 tracked hedge funds, with First Pacific Advisors (4%) and Matrix Asset Advisors (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New position in CMCSA stock was initiated by Torray Investment Partners (2%).
- The biggest increases in CMCSA holdings came from First Eagle Investment Management (+4%) and Matrix Asset Advisors (+51%), highlighting conviction.
- The biggest decreases in CMCSA holdings came from Gardner Russo & Quinn (-2%) and Weitz Investment Management (-45%), suggesting profit-taking or de-risking.
- 1 hedge fund exited CMCSA.
- Overall, hedge funds increased exposure to COMCAST CORP NEW (CMCSA) by +1% vs the prior quarter and +12% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
First Pacific Advisors Steven Romick
|
3.52% | 8.6M | +2.29% | -21.58% | $246.7M | $28.71 | — |
| 2 |
Matrix Asset Advisors David Katz
|
2.38% | 904K | +50.59% | +24.16% | $26.0M | $28.71 | — |
| 3 |
Torray Investment Partners Robert Torray
|
2.34% | 555K | NEW | — | $15.9M | $28.71 | — |
| 4 |
Hillman Capital Management Mark Hillman
|
1.90% | 95K | +4.81% | -12.29% | $2.7M | $28.71 | — |
| 5 |
First Eagle Investment Management
|
1.84% | 37.8M | +4.45% | +6.68% | $1.08B | $28.71 | — |
| 6 |
Dodge & Cox
|
1.78% | 113.1M | +0.12% | +20.05% | $3.25B | $28.71 | — |
| 7 |
Gardner Russo & Quinn Thomas Russo
|
0.76% | 2.3M | -2.05% | -13.90% | $64.7M | $28.71 | — |
| 8 |
Yacktman Asset Management Donald Yacktman
|
0.45% | 1.2M | +0.52% | -6.11% | $33.5M | $28.71 | — |
| 9 |
Markel Group Tom Gayner
|
0.23% | 962K | — | — | $27.6M | $28.71 | — |
| 10 |
Weitz Investment Management Wallace Weitz
|
0.09% | 47K | -44.71% | -89.59% | $1.3M | $28.71 | — |
| 11 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.07% | 31K | — | -2.57% | $904,250 | $28.71 | — |
| 12 |
Kahn Brothers Group Irving Kahn
|
0.04% | 7K | +2.05% | — | $205,821 | $28.71 | — |
| 13 |
Brave Warrior Advisors Glenn Greenberg
|
0.02% | 31K | — | — | $892,709 | $28.71 | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 13 | Total | — | 165.5M | +1.31% | +12.38% | $4.75B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.