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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
LA
726
LM Advisors
California
– -$2.15K -415 Closed
SA
727
Strategic Advocates
Utah
– -$74.8K -384 Closed
AT
728
Avalon Trust
New Mexico
– -$57.1K -295 Closed
SIM
729
Sentry Investment Management
Wisconsin
– -$53K -275 Closed
FAMI
730
Fideuram Asset Management (Ireland)
– -$46.2K -228 Closed
CRI
731
Commonwealth Retirement Investments
Virginia
– -$38.7K -200 Closed
WWA
732
Wealth Watch Advisors
Colorado
– -$19.5K -101 Closed
ZP
733
Zimmer Partners
New York
– -$19.3K -100 Closed
EW
734
Elyxium Wealth
California
– -$18.8K -97 Closed
CAL
735
Capital Analysts LLC
Pennsylvania
– -$16K -85 Closed
JWA
736
JFS Wealth Advisors
Pennsylvania
– -$11.6K -60 Closed
BFPW
737
BOK Financial Private Wealth
Colorado
– -$8.32K -43 Closed
AG
738
AmeriFlex Group
Nevada
– -$5.61K -29 Closed
JGCM
739
Joseph Group Capital Management
Ohio
– -$5.61K -29 Closed
LWANC
740
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$5.03K -26 Closed
HHMI
741
Howard Hughes Medical Institute
Maryland
– -$4.45K -23 Closed
CIAS
742
CBIZ Investment Advisory Services
Ohio
– -$4.25K -22 Closed
BW
743
Bravera Wealth
North Dakota
– -$3.87K -20 Closed
AF
744
Advisornet Financial
Minnesota
– -$3.48K -18 Closed
HIA
745
Harbor Investment Advisory
Maryland
– -$2.9K -15 Closed
IIM
746
IFC & Insurance Marketing
California
– -$2K -11 Closed
TH
747
TCTC Holdings
Texas
– -$2.13K -11 Closed
Optiver Holding
748
Optiver Holding
Netherlands
– -$1.93K -10 Closed
UFPG
749
United Financial Planning Group
New York
– -$1.74K -9 Closed
ADL
750
Asset Dedication LLC
California
– -$1.55K -8 Closed
27 28 29
30
31

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.