COMCAST CORP NEW (CMCSA) — Hedge Fund Ownership Q4 2025
CMCSA
- COMCAST CORP NEW (CMCSA) is held by 13 of 81 tracked hedge funds, with First Pacific Advisors (3%) and First Eagle Investment Management (2%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in CMCSA holdings came from Dodge & Cox (+0.4%) and First Eagle Investment Management (+1%), highlighting conviction.
- The biggest decreases in CMCSA holdings came from First Pacific Advisors (-25%) and Weitz Investment Management (-81%), suggesting profit-taking or de-risking.
- 2 hedge funds exited CMCSA.
- Overall, hedge funds decreased exposure to COMCAST CORP NEW (CMCSA) by -2% vs the prior quarter and +25% 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
|
3.31% | 8.4M | -25.26% | -22.71% | $251.1M | $29.89 | — |
| 2 |
First Eagle Investment Management
|
1.90% | 36.2M | +0.68% | +6.07% | $1.08B | $29.89 | — |
| 3 |
Dodge & Cox
|
1.82% | 113.0M | +0.35% | +42.81% | $3.38B | $29.89 | — |
| 4 |
Hillman Capital Management Mark Hillman
|
1.71% | 91K | -2.29% | -38.99% | $2.7M | $29.89 | — |
| 5 |
Matrix Asset Advisors David Katz
|
1.61% | 600K | -29.10% | -17.39% | $17.9M | $29.89 | — |
| 6 |
Gardner Russo & Quinn Thomas Russo
|
0.74% | 2.3M | -5.95% | -17.38% | $68.8M | $29.89 | — |
| 7 |
Yacktman Asset Management Donald Yacktman
|
0.49% | 1.2M | -0.64% | -6.89% | $34.7M | $29.89 | — |
| 8 |
Markel Group Tom Gayner
|
0.23% | 962K | — | — | $28.8M | $29.89 | — |
| 9 |
Weitz Investment Management Wallace Weitz
|
0.15% | 85K | -81.17% | -10.53% | $2.5M | $29.89 | — |
| 10 |
Third Avenue Management
|
0.08% | 31K | — | -8.91% | $941,415 | $29.89 | — |
| 11 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.08% | 31K | — | -8.91% | $941,415 | $29.89 | — |
| 12 |
Kahn Brothers Group Irving Kahn
|
0.04% | 7K | +10.11% | — | $209,977 | $29.89 | — |
| 13 |
Brave Warrior Advisors Glenn Greenberg
|
0.02% | 31K | — | — | $929,400 | $29.89 | — |
| — |
Mairs & Power
|
— | — | EXITED | — | — | — | — |
| — |
Olstein Capital Management Robert Olstein
|
— | — | EXITED | — | — | — | — |
| 13 | Total | — | 162.8M | -1.89% | +25.01% | $4.87B | — | — |
* 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.