BigBear.ai
BBAI
327 hedge funds and large institutions have $691M invested in BigBear.ai in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 89 reducing their positions, and 49 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 89
14% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 49
6% more capital invested
Capital invested by funds: $654M → $691M (+$37.6M)
1% more funds holding
Funds holding: 325 → 327 (+2)
0.15% more ownership
Funds ownership: 38.99% → 39.14% (+0.15%)
4% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $52.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$18.5M |
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$7.77M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$7.21M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.73M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Marex Group
London,
|
-$20.6M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$8.62M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.78M |
| 4 |
VanEck Associates
New York
|
-$5.22M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$4.98M |
BBAI Hedge Fund Activity: Q2 2026 in Review
327 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in BigBear.ai (BBAI) for Q2 2026, worth a combined $691M — up 5.8% from $654M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BBAI positions and 49 closed out — a net gain of 7 holders — while 130 added to existing stakes and 89 trimmed.
The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was Marex Group, cutting an estimated $20.6M.
- 327 institutional investors held BigBear.ai (BBAI) as of Q2 2026, up from 325 in Q1 2026.
- Funds reported $691M of BigBear.ai stock for Q2 2026, up 5.8% quarter-over-quarter.
- 56 funds opened new BigBear.ai positions in Q2 2026 and 49 closed out, a net change of +7 holders.
- The largest BigBear.ai buyer in Q2 2026 was BlackRock, an estimated $18.5M added.
- The largest BigBear.ai seller in Q2 2026 was Marex Group, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2026.