YPF
150 hedge funds and large institutions have $2.13B invested in YPF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 17 closing their positions.
224% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 17
161% more call options, than puts
Call options by funds: $481M | Put options by funds: $184M
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
79% more capital invested
Capital invested by funds: $1.19B → $2.13B (+$935M)
30% more funds holding
Funds holding: 115 → 150 (+35)
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
3.32% more ownership
Funds ownership: 8.37% → 11.69% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFO
Duquesne Family Office
New York
|
+$99.5M |
| 2 |
NOSC
North of South Capital
London,
United Kingdom
|
+$70.2M |
| 3 |
JP Morgan Chase
New York
|
+$52M |
| 4 |
TIAM
TT International Asset Management
London,
United Kingdom
|
+$47.8M |
| 5 |
Jane Street
New York
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Aquamarine Financial
George Town,
|
-$55.5M |
| 2 |
PCM
Ping Capital Management
New York
|
-$21.6M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$8.31M |
| 4 |
NM
NWI Management
New York
|
-$8.19M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$8M |
YPF Hedge Fund Activity: Q1 2026 in Review
150 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YPF (YPF) for Q1 2026, worth a combined $2.13B — up 79% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new YPF positions and 17 closed out — a net gain of 38 holders — while 39 added to existing stakes and 31 trimmed.
The largest buyer was Duquesne Family Office, adding an estimated $99.5M. The largest seller was Aquamarine Financial, cutting an estimated $55.5M.
- 150 institutional investors held YPF (YPF) as of Q1 2026, up from 115 in Q4 2025.
- Funds reported $2.13B of YPF stock for Q1 2026, up 79% quarter-over-quarter.
- 55 funds opened new YPF positions in Q1 2026 and 17 closed out, a net change of +38 holders.
- The largest YPF buyer in Q1 2026 was Duquesne Family Office, an estimated $99.5M added.
- The largest YPF seller in Q1 2026 was Aquamarine Financial, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2026.