Alibaba

BABA

Market cap $282B

BABA Hedge Fund Activity: Q1 2026 in Review

1,342 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2026, worth a combined $31.1B — down 20% from $38.9B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of BABA and 110 opened new positions — a net loss of 71 holders — while 472 trimmed existing stakes and 489 added.

The largest buyer was SIH Partners, adding an estimated $565M. The largest seller was HHLR Advisors, cutting an estimated $447M.

• 1,342 institutional investors held Alibaba (BABA) as of Q1 2026, down from 1,432 in Q4 2025.
• Funds reported $31.1B of Alibaba stock for Q1 2026, down 20% quarter-over-quarter.
• 110 funds opened new Alibaba positions in Q1 2026 and 181 closed out, a net change of -71 holders.
• The largest Alibaba buyer in Q1 2026 was SIH Partners, an estimated $565M added.
• The largest Alibaba seller in Q1 2026 was HHLR Advisors, an estimated $447M sold.

Based on aggregated 13F filings for Q1 2026.