Burry expands stake: Social media lit up after reports of investor Michael Burry adding to his GameStop holdings, emphasizing minimal downside risk and potential for swift cash deployment by CEO Ryan Cohen in a market downturn. Enthusiasts view this as validation of the stock's resilience amid broader volatility.
Short pressure mounts: Discussions intensified around surging short volume exceeding 2,000%, yet the shares held firm near $25, absorbing selling without cracking key supports. Some traders interpret this as dealers building inventory, priming for a reactive snap higher.
Acquisition whispers grow: Speculation persists on cryptic filings hinting at total return swaps and warrants, positioning GameStop for a major acquisition before public awareness dawns. Posters anticipate banks offloading derivatives, fueling squeeze talk as positioning tilts bullish.
Note: This discussion summary was generated from an AI condensation of post data.
GameStop Insider Trading Activity
GameStop insiders have traded $GME stock on the open market 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $GME stock by insiders over the last 6 months:
- RYAN COHEN (President, CEO and Chairman) has made 2 purchases buying 1,000,000 shares for an estimated $21,359,200 and 0 sales.
- MARK HAYMOND ROBINSON (General Counsel and Secretary) has made 0 purchases and 4 sales selling 28,796 shares for an estimated $624,271.
- ALAIN ATTAL has made 2 purchases buying 24,000 shares for an estimated $510,374 and 0 sales.
- DANIEL WILLIAM MOORE (PFO and PAO) has made 0 purchases and 2 sales selling 12,687 shares for an estimated $277,372.
- LAWRENCE CHENG purchased 5,000 shares for an estimated $114,368
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GameStop Revenue
GameStop had revenues of $1.1B in Q4 2025. This is a decrease of -13.9% from the same period in the prior year.
You can track GME financials on Quiver Quantitative's GME stock page.
GameStop Hedge Fund Activity
We have seen 152 institutional investors add shares of GameStop stock to their portfolio, and 161 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 4,739,839 shares (-57.3%) from their portfolio in Q4 2025, for an estimated $95,175,967
- JANE STREET GROUP, LLC removed 3,627,311 shares (-90.3%) from their portfolio in Q4 2025, for an estimated $72,836,404
- RENAISSANCE TECHNOLOGIES LLC removed 3,023,800 shares (-84.5%) from their portfolio in Q4 2025, for an estimated $60,717,903
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,813,199 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $56,489,035
- MARSHALL WACE, LLP removed 1,847,804 shares (-35.1%) from their portfolio in Q4 2025, for an estimated $37,103,904
- NATIONAL BANK OF CANADA /FI/ added 1,159,300 shares (+4600.4%) to their portfolio in Q4 2025, for an estimated $23,278,743
- PHILOSOPHY CAPITAL MANAGEMENT LLC added 950,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $19,076,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
