Alibaba
BABA
1,271 hedge funds and large institutions have $30.7B invested in Alibaba in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 420 increasing their positions, 489 reducing their positions, and 231 closing their positions.
45% more call options, than puts
Call options by funds: $9.92B | Put options by funds: $6.83B
9.45% more ownership
Funds ownership: 1.88% → 11.34% (+9.5%)
9% less funds holding
Funds holding: 1,398 → 1,271 (-127)
14% less repeat investments, than reductions
Existing positions increased: 420 | Existing positions reduced: 489
35% less capital invested
Capital invested by funds: $47.2B → $30.7B (-$16.5B)
39% less funds holding in top 10
Funds holding in top 10: 114 → 69 (-45)
45% less first-time investments, than exits
New positions opened: 126 | Existing positions closed: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$447M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$338M |
| 3 |
Goldman Sachs
New York
|
+$280M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$238M |
| 5 |
Alkeon Capital Management
New York
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$903M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$885M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$852M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$748M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$549M |
BABA Hedge Fund Activity: Q2 2025 in Review
1,271 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q2 2025, worth a combined $30.7B — down 35% from $47.2B a quarter earlier.
Sellers outnumbered buyers: 231 funds closed out of BABA and 126 opened new positions — a net loss of 105 holders — while 489 trimmed existing stakes and 420 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $903M.
- 1,271 institutional investors held Alibaba (BABA) as of Q2 2025, down from 1,398 in Q1 2025.
- Funds reported $30.7B of Alibaba stock for Q2 2025, down 35% quarter-over-quarter.
- 126 funds opened new Alibaba positions in Q2 2025 and 231 closed out, a net change of -105 holders.
- The largest Alibaba buyer in Q2 2025 was D.E. Shaw & Co, an estimated $447M added.
- The largest Alibaba seller in Q2 2025 was Fidelity Investments, an estimated $903M sold.
Based on aggregated 13F filings for Q2 2025.