BAILARD, INC. has opened a new $3.0M position in $TTWO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TTWO.
$TTWO Hedge Fund Activity
We have seen 583 institutional investors add shares of $TTWO stock to their portfolio, and 357 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 2,651,773 shares (-63.6%) from their portfolio in Q2 2025, for an estimated $643,983,073
- BLACKROCK, INC. added 2,529,245 shares (+17.4%) to their portfolio in Q2 2025, for an estimated $614,227,148
- D. E. SHAW & CO., INC. added 1,363,089 shares (+196.1%) to their portfolio in Q2 2025, for an estimated $331,026,163
- BALYASNY ASSET MANAGEMENT L.P. removed 1,094,269 shares (-95.6%) from their portfolio in Q2 2025, for an estimated $265,743,226
- BESSEMER GROUP INC removed 1,005,514 shares (-51.1%) from their portfolio in Q2 2025, for an estimated $244,189,074
- DNB ASSET MANAGEMENT AS removed 918,823 shares (-94.4%) from their portfolio in Q2 2025, for an estimated $223,136,165
- VANGUARD GROUP INC added 903,385 shares (+4.5%) to their portfolio in Q2 2025, for an estimated $219,387,047
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TTWO Insider Trading Activity
$TTWO insiders have traded $TTWO stock on the open market 36 times in the past 6 months. Of those trades, 0 have been purchases and 36 have been sales.
Here’s a breakdown of recent trading of $TTWO stock by insiders over the last 6 months:
- LAINIE GOLDSTEIN (Chief Financial Officer) has made 0 purchases and 5 sales selling 81,308 shares for an estimated $18,834,639.
- STRAUSS ZELNICK (Chairman, CEO) has made 0 purchases and 7 sales selling 65,000 shares for an estimated $15,017,562.
- DANIEL P EMERSON (Chief Legal Officer) has made 0 purchases and 4 sales selling 51,521 shares for an estimated $11,681,041.
- KARL SLATOFF (President) has made 0 purchases and 3 sales selling 48,995 shares for an estimated $11,155,031.
- ELLEN F SIMINOFF has made 0 purchases and 12 sales selling 2,474 shares for an estimated $592,760.
- LAVERNE EVANS SRINIVASAN sold 2,325 shares for an estimated $528,867
- JON J MOSES has made 0 purchases and 2 sales selling 2,000 shares for an estimated $470,900.
- MICHAEL SHERESKY has made 0 purchases and 2 sales selling 398 shares for an estimated $91,333.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TTWO Congressional Stock Trading
Members of Congress have traded $TTWO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TTWO stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$TTWO Analyst Ratings
Wall Street analysts have issued reports on $TTWO in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 10/16/2025
- DA Davidson issued a "Buy" rating on 10/09/2025
- CICC issued a "Outperform" rating on 09/30/2025
- UBS issued a "Buy" rating on 08/08/2025
- JP Morgan issued a "Overweight" rating on 08/08/2025
- Wedbush issued a "Outperform" rating on 08/08/2025
- Raymond James issued a "Outperform" rating on 08/08/2025
To track analyst ratings and price targets for $TTWO, check out Quiver Quantitative's $TTWO forecast page.
$TTWO Price Targets
Multiple analysts have issued price targets for $TTWO recently. We have seen 14 analysts offer price targets for $TTWO in the last 6 months, with a median target of $273.5.
Here are some recent targets:
- Mike Hickey from Benchmark set a target price of $300.0 on 10/16/2025
- Wyatt Swanson from DA Davidson set a target price of $300.0 on 10/09/2025
- Alec Brondolo from Wells Fargo set a target price of $277.0 on 10/07/2025
- Zijie Yang from CICC set a target price of $272.0 on 09/30/2025
- Alicia Reese from Wedbush set a target price of $275.0 on 08/08/2025
- Cory Carpenter from JP Morgan set a target price of $275.0 on 08/08/2025
- Omar Dessouky from B of A Securities set a target price of $285.0 on 08/08/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TTWO ticker page for more data.
