BigBear.ai
BBAI
325 hedge funds and large institutions have $654M invested in BigBear.ai in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 116 increasing their positions, 94 reducing their positions, and 77 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 94
5.89% less ownership
Funds ownership: 44.88% → 38.99% (-5.9%)
9% less funds holding
Funds holding: 358 → 325 (-33)
19% less call options, than puts
Call options by funds: $39.6M | Put options by funds: $49M
30% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 77
38% less capital invested
Capital invested by funds: $1.06B → $654M (-$404M)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$17.7M |
| 2 |
JF
Jump Financial
Chicago,
Illinois
|
-$13.3M |
| 3 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$10.1M |
| 4 |
Morgan Stanley
New York
|
-$8.58M |
| 5 |
Goldman Sachs
New York
|
-$7.51M |
BBAI Hedge Fund Activity: Q1 2026 in Review
325 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in BigBear.ai (BBAI) for Q1 2026, worth a combined $654M — down 38% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of BBAI and 54 opened new positions — a net loss of 23 holders — while 94 trimmed existing stakes and 116 added.
The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $8.79M. The largest seller was Jane Street, cutting an estimated $17.7M.
- 325 institutional investors held BigBear.ai (BBAI) as of Q1 2026, down from 358 in Q4 2025.
- Funds reported $654M of BigBear.ai stock for Q1 2026, down 38% quarter-over-quarter.
- 54 funds opened new BigBear.ai positions in Q1 2026 and 77 closed out, a net change of -23 holders.
- The largest BigBear.ai buyer in Q1 2026 was Mirae Asset Global ETFs Holdings, an estimated $8.79M added.
- The largest BigBear.ai seller in Q1 2026 was Jane Street, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2026.