InvestorLens

EA — ELECTRONIC ARTS INC

Communication Services · Video Games

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying EA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
62
Macro Tailwind
Macro conditions are a headwind for Communication Services
44
Congressional Activity
4 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their EA position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are a headwind for Communication Services (Macro Tailwind 44/100 in a Squeeze regime). 4 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen, George Soros)
  • +6 tracked investors reported holding EA at their latest filing
  • +4 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Current Squeeze regime has historically been a headwind for Communication Services (Macro Tailwind 44/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About ELECTRONIC ARTS INC (EA)

ELECTRONIC ARTS INC (EA) appears in the most recent 13F filings of 6 tracked institutional investors. ELECTRONIC ARTS INC is classified in the Communication Services sector (Video Games industry). The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $968M. Across recent filings, tracked investors recorded 7 new positions, 0 increased, 2 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in EA

78
/100
Institutional Accumulation
Added / Increased7
Reduced2
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track EA

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

EA Ownership Composition

How ELECTRONIC ARTS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
90% of tracked value
Institutions
6
tracked investors
Total Reported
$2.1B
combined 13F value
Sectors2
  • Other89.8%
  • Hedge Funds10.2%
Other(4)
89.8%
Hedge Funds(2)
10.2%

Tracked investors reporting EA

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    4.8M
    Value
    $968.4M
    % Portfolio
    0.40%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    3M
    Value
    $619.4M
    % Portfolio
    0.10%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    1.4M
    Value
    $275.7M
    % Portfolio
    0.51%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    965.8K
    Value
    $196.9M
    % Portfolio
    2.16%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    78.8K
    Value
    $16.1M
    % Portfolio
    0.02%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    12.4K
    Value
    $2.5M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold EA?
6 tracked institutional investors disclosed a position in EA (ELECTRONIC ARTS INC) in their most recent 13F filing.
Who is the largest institutional holder of EA?
Izzy Englander, Millennium Management, holds the largest disclosed position in EA, valued at $968M.
Did institutional ownership of EA increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 0 increased, 2 reduced, and 0 fully exited EA.
What sector is EA in?
ELECTRONIC ARTS INC is classified in the Communication Services GICS sector, Video Games industry.
Where does this EA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.