Booking.com
BKNG
1,920 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, 748 increasing their positions, 733 reducing their positions, and 237 closing their positions.
52% more call options, than puts
Call options by funds: $8.43B | Put options by funds: $5.53B
8.78% more ownership
Funds ownership: 92.15% → 100.92% (+8.8%)
2% more repeat investments, than reductions
Existing positions increased: 748 | Existing positions reduced: 733
5% less funds holding
Funds holding: 2,031 → 1,920 (-111)
26% less capital invested
Capital invested by funds: $159B → $118B (-$40.5B)
30% less funds holding in top 10
Funds holding in top 10: 74 → 52 (-22)
32% less first-time investments, than exits
New positions opened: 161 | Existing positions closed: 237
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 |
Fidelity Investments
Boston,
Massachusetts
|
-$939M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$574M |
| 3 |
Holocene Advisors
New York
|
-$489M |
| 4 |
BlackRock
New York
|
-$474M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$454M |
BKNG Hedge Fund Activity: Q1 2026 in Review
1,920 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Booking.com (BKNG) for Q1 2026, worth a combined $118B — down 26% from $159B a quarter earlier.
Sellers outnumbered buyers: 237 funds closed out of BKNG and 161 opened new positions — a net loss of 76 holders — while 733 trimmed existing stakes and 748 added.
The largest buyer was Bank of Nova Scotia, adding an estimated $3.75B. The largest seller was Fidelity Investments, cutting an estimated $939M.
- 1,920 institutional investors held Booking.com (BKNG) as of Q1 2026, down from 2,031 in Q4 2025.
- Funds reported $118B of Booking.com stock for Q1 2026, down 26% quarter-over-quarter.
- 161 funds opened new Booking.com positions in Q1 2026 and 237 closed out, a net change of -76 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 Fidelity Investments, an estimated $939M sold.
Based on aggregated 13F filings for Q1 2026.