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SBA Communications
SBAC

665 hedge funds and large institutions have $17.6B invested in SBA Communications in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 217 increasing their positions, 264 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $105M | Put options by funds: $22.9M

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.04% less ownership

Funds ownership: 96.92% → 96.88% (-0.04%)

6% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 101

2% less funds holding

Funds holding: 682 → 665 (-17)

12% less capital invested

Capital invested by funds: $20B → $17.6B (-$2.33B)

18% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 264

Holders
665
Holders Change
-17
Holders Change %
-2.49%
% of All Funds
8.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
95
Increased
217
Reduced
264
Closed
101
Calls
$105M
Puts
$22.9M
Net Calls
+$82.1M
Net Calls Change
+$76.3M

Top Buyers

1
AIP
Atlas Infrastructure Partners
United Kingdom
+$194M
2
UBS AM
UBS AM
Illinois
+$173M
3
WP
Woodline Partners
California
+$143M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$104M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$97.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$208M
2
Millennium Management
Millennium Management
New York
-$125M
3
JP Morgan Chase
JP Morgan Chase
New York
-$114M
4
N
Nuveen
North Carolina
-$61.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
601
Cornerstone Financial Management
Massachusetts
$3.96K – – –
MCM
602
MV Capital Management
Maryland
$3.79K +$937 +5 +29%
HI
603
Harbour Investments
Wisconsin
$3.44K +$2.25K +12 +150%
JWM
604
JPL Wealth Management
Colorado
$3.27K +$3.56K +19 New
JSAM
605
J. Safra Asset Management
New York
$3.27K +$3.56K +19 New
BIA
606
Bell Investment Advisors
California
$3.1K – – –
FG
607
Fairman Group
Pennsylvania
$3.1K – – –
CFG
608
Clayton Financial Group
Missouri
$3.1K +$3.37K +18 New
NRG
609
Nemes Rush Group
Michigan
$2.93K – – –
CWP
610
Clark Wealth Partners
Illinois
$2.93K +$2.25K +12 +240%
PP
611
PFS Partners
New Jersey
$2.81K – – –
CFO
612
CVA Family Office
Colorado
$2.75K -$4.12K -22 -58%
AFC
613
Ares Financial Consulting
California
$2.75K – – –
CT
614
Clearstead Trust
Maine
$2.58K -$9.37K -50 -77%
FFO
615
Fortitude Family Office
Arizona
$2.58K -$1.5K -8 -35%
PCFFS
616
Pacific Center for Financial Services
California
$2.58K – – –
BGAI
617
Bruce G. Allen Investments
Colorado
$2.41K +$187 +1 +8%
NB
618
NBT Bank
New York
$2.41K +$2.62K +14 New
AWM
619
Abound Wealth Management
Tennessee
$2.07K – – –
RFP
620
Root Financial Partners
California
$2.06K -$375 -2 -14%
RTL
621
Red Tortoise LLC
Georgia
$2.06K – – –
AP
622
Aspect Partners
Virginia
$2.06K +$375 +2 +20%
AW
623
Avion Wealth
Texas
$2K -$4.31K -23 -61%
RWM
624
RMG Wealth Management
Wisconsin
$1.96K +$1.69K +9 New
RF
625
Rossby Financial
Florida
$1.89K – – –
23 24
25
26 27

SBAC Hedge Fund Activity: Q1 2026 in Review

665 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SBA Communications (SBAC) for Q1 2026, worth a combined $17.6B — down 12% from $20B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of SBAC and 95 opened new positions — a net loss of 6 holders — while 264 trimmed existing stakes and 217 added.

The largest buyer was Atlas Infrastructure Partners, opening a new position worth an estimated $194M. The largest seller was Deutsche Bank, cutting an estimated $208M.

  • 665 institutional investors held SBA Communications (SBAC) as of Q1 2026, down from 682 in Q4 2025.
  • Funds reported $17.6B of SBA Communications stock for Q1 2026, down 12% quarter-over-quarter.
  • 95 funds opened new SBA Communications positions in Q1 2026 and 101 closed out, a net change of -6 holders.
  • The largest SBA Communications buyer in Q1 2026 was Atlas Infrastructure Partners, an estimated $194M added.
  • The largest SBA Communications seller in Q1 2026 was Deutsche Bank, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2026.