EA Stock Surges, Attracts Institutional Investors in Q2 2025
Electronic Arts Inc. (EA), a global leader in digital interactive entertainment, has seen increased investor interest in the second quarter of 2025. The company's stock returned 19.20% in one month and gained 40.85% over the last 52 weeks, attracting notable institutional investors and hedge funds.
Institutional investors have been bullish on EA. Ameriprise Financial Inc. added 1,300,336 shares, Acadian Asset Management LLC increased their holdings by 1,189,455 shares, and State Street Corp added 932,024 shares in the second quarter. Meanwhile, BlackRock, Inc. reduced their holdings by 1,446,430 shares. This quarter also saw an increase in hedge funds holding EA, from 43 to 47 portfolios.
TCW funds' 'TCW Relative Value Mid Cap Fund' highlighted EA as a top pick in their second-quarter letter. The fund's performance, returning 7.37% in the quarter compared to the Russell Midcap® Value Index's 5.35%, reflects their positive outlook on EA's prospects. EA's strong fiscal first quarter of 2026, with net revenue of $1.67 billion reflecting a 1% increase from the prior year's quarter, further supports this confidence.
EA's robust performance and expanding global entry, including the growth of EA Global Football and heavy investment in AI for creativity and personalization, have drawn significant investor attention. With increased institutional and hedge fund holdings, EA continues to be a strong player in the digital interactive entertainment sector.
