Alibaba
BABA
1,406 hedge funds and large institutions have $46.7B invested in Alibaba in 2025 Q1 according to their latest regulatory filings, with 326 funds opening new positions, 433 increasing their positions, 455 reducing their positions, and 114 closing their positions.
186% more first-time investments, than exits
New positions opened: 326 | Existing positions closed: 114
85% more funds holding in top 10
Funds holding in top 10: 62 → 115 (+53)
62% more call options, than puts
Call options by funds: $15.8B | Put options by funds: $9.7B
56% more capital inflows, than outflows
Capital inflows: $11.2B | Capital outflows: $7.14B
16% more funds holding
Funds holding: 1,212 → 1,406 (+194)
1.39% more ownership
Funds ownership: 13.72% → 15.11% (+1.4%)
5% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 455
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.79B |
| 2 |
JP Morgan Chase
New York
|
+$1.13B |
| 3 |
Bridgewater Associates
Westport,
Connecticut
|
+$623M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$490M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$455M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$935M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$417M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$363M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$302M |
| 5 |
Appaloosa LP
Short Hills,
New Jersey
|
-$301M |
BABA Hedge Fund Activity: Q1 2025 in Review
1,406 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2025, worth a combined $46.7B — up 69% from $27.7B a quarter earlier.
Buyers outnumbered sellers: 326 funds opened new BABA positions and 114 closed out — a net gain of 212 holders — while 433 added to existing stakes and 455 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.79B. The largest seller was Fidelity International, cutting an estimated $935M.
- 1,406 institutional investors held Alibaba (BABA) as of Q1 2025, up from 1,212 in Q4 2024.
- Funds reported $46.7B of Alibaba stock for Q1 2025, up 69% quarter-over-quarter.
- 326 funds opened new Alibaba positions in Q1 2025 and 114 closed out, a net change of +212 holders.
- The largest Alibaba buyer in Q1 2025 was Fidelity Investments, an estimated $1.79B added.
- The largest Alibaba seller in Q1 2025 was Fidelity International, an estimated $935M sold.
Based on aggregated 13F filings for Q1 2025.