We are live on ! Find out more
ALTI icon

AlTi Global

83 hedge funds and large institutions have $121M invested in AlTi Global in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

9% more funds holding

Funds holding: 7683 (+7)

1.4% more ownership

Funds ownership: 31.28%32.68% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less capital invested

Capital invested by funds: $149M → $121M (-$27.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18K

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
27
Reduced
24
Closed
4
Calls
Puts
$18K
Net Calls
-$18K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$78.6M +$3.65M +865,344 +4%
BlackRock
2
BlackRock
New York
$9.58M -$164K -38,857 -1%
VCM
3
Vanguard Capital Management
Pennsylvania
$5.93M +$6.92M +1,637,567 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.15M +$70K +16,568 +1%
State Street
5
State Street
Massachusetts
$3.03M +$251K +59,450 +8%
AG
6
AlTi Global
New York
$2.81M -$30 -7 -0%
YAG
7
Yorkville Advisors Global
New Jersey
$2.8M +$523K +123,801 +19%
BF
8
BOK Financial
Oklahoma
$1.29M -$126K -29,795 -8%
Charles Schwab
9
Charles Schwab
California
$1.26M -$39.2K -9,273 -3%
Northern Trust
10
Northern Trust
Illinois
$1.2M +$47.2K +11,166 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$1.1M +$512K +121,180 +66%
VFT
12
Vanguard Fiduciary Trust
Pennsylvania
$1.03M +$1.2M +283,386 New
VPM
13
Vanguard Portfolio Management
Pennsylvania
$903K +$1.05M +249,485 New
AGC
14
ARP Global Capital
$815K +$951K +225,100 New
BCM
15
BlueCrest Capital Management
Jersey
$720K +$840K +198,947 New
UBS Group
16
UBS Group
Switzerland
$613K -$86.5K -20,480 -11%
NW
17
NewEdge Wealth
Pennsylvania
$443K +$10.6K +2,500 +2%
STA
18
Summit Trail Advisors
New York
$366K
Goldman Sachs
19
Goldman Sachs
New York
$360K +$151K +35,856 +56%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$358K -$1.57K -371 -0.4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$354K +$130K +30,878 +46%
PC
22
Permanens Capital
New York
$299K +$20.1K +4,764 +6%
Morgan Stanley
23
Morgan Stanley
New York
$248K -$69.4K -16,424 -19%
AQR Capital Management
24
AQR Capital Management
Connecticut
$218K +$96.7K +22,897 +61%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$197K -$85.1K -20,148 -27%

ALTI Hedge Fund Activity: Q1 2026 in Review

83 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q1 2026, worth a combined $121M — down 18% from $149M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ALTI positions and 4 closed out — a net gain of 9 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Allianz, adding an estimated $3.65M. The largest seller was Barclays, cutting an estimated $249K.

  • 83 institutional investors held AlTi Global (ALTI) as of Q1 2026, up from 76 in Q4 2025.
  • Funds reported $121M of AlTi Global stock for Q1 2026, down 18% quarter-over-quarter.
  • 13 funds opened new AlTi Global positions in Q1 2026 and 4 closed out, a net change of +9 holders.
  • The largest AlTi Global buyer in Q1 2026 was Allianz, an estimated $3.65M added.
  • The largest AlTi Global seller in Q1 2026 was Barclays, an estimated $249K sold.

Based on aggregated 13F filings for Q1 2026.