Booking.com
BKNG
1,914 hedge funds and large institutions have $118B invested in Booking.com in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 745 increasing their positions, 733 reducing their positions, and 235 closing their positions.
52% more call options, than puts
Call options by funds: $8.43B | Put options by funds: $5.53B
2% more repeat investments, than reductions
Existing positions increased: 745 | Existing positions reduced: 733
6% less funds holding
Funds holding: 2,027 → 1,914 (-113)
8.56% less ownership
Funds ownership: 2,533.44% → 2,524.89% (-8.6%)
27% less capital invested
Capital invested by funds: $162B → $118B (-$43.6B)
30% less funds holding in top 10
Funds holding in top 10: 74 → 52 (-22)
31% less first-time investments, than exits
New positions opened: 161 | Existing positions closed: 235
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$3.75B |
| 2 |
Royal London Asset Management
United Kingdom
|
+$3.26B |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$1.48B |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.23B |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$1.22B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSC
J. Stern & Co
London,
United Kingdom
|
-$13B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$939M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$574M |
| 4 |
Holocene Advisors
New York
|
-$489M |
| 5 |
BlackRock
New York
|
-$474M |
BKNG Hedge Fund Activity: Q1 2026 in Review
1,914 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Booking.com (BKNG) for Q1 2026, worth a combined $118B — down 27% from $162B a quarter earlier.
Sellers outnumbered buyers: 235 funds closed out of BKNG and 161 opened new positions — a net loss of 74 holders — while 733 trimmed existing stakes and 745 added.
The largest buyer was Bank of Nova Scotia, adding an estimated $3.75B. The largest seller was J. Stern & Co, cutting an estimated $13B.
- 1,914 institutional investors held Booking.com (BKNG) as of Q1 2026, down from 2,027 in Q4 2025.
- Funds reported $118B of Booking.com stock for Q1 2026, down 27% quarter-over-quarter.
- 161 funds opened new Booking.com positions in Q1 2026 and 235 closed out, a net change of -74 holders.
- The largest Booking.com buyer in Q1 2026 was Bank of Nova Scotia, an estimated $3.75B added.
- The largest Booking.com seller in Q1 2026 was J. Stern & Co, an estimated $13B sold.
Based on aggregated 13F filings for Q1 2026.