Booking.com
BKNG
1,931 hedge funds and large institutions have $135B invested in Booking.com in 2026 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 702 increasing their positions, 838 reducing their positions, and 158 closing their positions.
30% more call options, than puts
Call options by funds: $6.3B | Put options by funds: $4.83B
21% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 158
15% more capital invested
Capital invested by funds: $118B → $135B (+$17.2B)
12% more funds holding in top 10
Funds holding in top 10: 52 → 58 (+6)
1% more funds holding
Funds holding: 1,920 → 1,931 (+11)
8.49% less ownership
Funds ownership: 100.92% → 92.44% (-8.5%)
16% less repeat investments, than reductions
Existing positions increased: 702 | Existing positions reduced: 838
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$957M |
| 2 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$912M |
| 3 |
First Eagle Investment Management
New York
|
+$839M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$521M |
| 5 |
BSL
Blue Sparrow LLC
Dover,
Delaware
|
+$292M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$3.6B |
| 2 |
Royal London Asset Management
United Kingdom
|
-$3.06B |
| 3 |
JP Morgan Chase
New York
|
-$1.35B |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.12B |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$720M |
BKNG Hedge Fund Activity: Q2 2026 in Review
1,931 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Booking.com (BKNG) for Q2 2026, worth a combined $135B — up 15% from $118B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new BKNG positions and 158 closed out — a net gain of 33 holders — while 702 added to existing stakes and 838 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $957M. The largest seller was Bank of Nova Scotia, cutting an estimated $3.6B.
- 1,931 institutional investors held Booking.com (BKNG) as of Q2 2026, up from 1,920 in Q1 2026.
- Funds reported $135B of Booking.com stock for Q2 2026, up 15% quarter-over-quarter.
- 191 funds opened new Booking.com positions in Q2 2026 and 158 closed out, a net change of +33 holders.
- The largest Booking.com buyer in Q2 2026 was Capital Research Global Investors, an estimated $957M added.
- The largest Booking.com seller in Q2 2026 was Bank of Nova Scotia, an estimated $3.6B sold.
Based on aggregated 13F filings for Q2 2026.