Brown Advisory released its third-quarter 2025 investor letter for the Large-Cap Growth Strategy, returning -0.88% (net) under the Russell 1000 Growth Index. The portfolio has significant AI exposure but was underweight in speculative momentum-driven trades affecting performance. Find the fund’s top five holdings for 2025 insights.

Netflix, Inc. (NFLX) was highlighted in Brown Advisory’s investor letter, with a one-month return of -0.45% and a 20.03% gain over 52 weeks. On December 02, 2025, NFLX closed at $109.35 per share, with a market cap of $463.35 billion. The company saw stock pullback despite strong results and raised guidance.

Netflix, Inc. (NFLX) is the 14th most popular stock among hedge funds, with 154 portfolios holding it in Q3 2025, up from 133 in the previous quarter. While acknowledging its potential, some AI stocks offer greater upside with less downside risk. Consider exploring undervalued AI stocks that benefit from current trends.

Another article covers Netflix, Inc. (NFLX) with views from Sands Capital Select Growth Strategy. Visit the hedge fund investor letters Q3 2025 page for more insights from leading investors.

Read more at Yahoo Finance: Netflix (NFLX) Shares Pulled Back Despite Solid Results