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阿里巴巴 · 13F 机构持仓分析
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阿里巴巴

ALIBABA GROUP HLDG LTDBABA
持有机构数
96
机构合计市值 (Q2 2026)
$49.70亿
机构合计股数 (Q2 2026)
42.14亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+6.73亿股
增持机构 53 · 其中新买入 14
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-6.73亿股
减持机构 36 · 其中清仓 14
估算卖出金额
⚖️ 净股数变动
+6.4万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$49.70亿
持有机构数
96
新买入
14
加仓
39
减仓
22
清仓
14
持股不变
21
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
3.23%3.3%#11$3.68亿3.12亿股$3.42亿2.47亿股+6,546.8万股+26.53%加仓
简街集团JANE STREET GROUP, LLC
0.03%0.06%#50$3.68亿3.11亿股$4.72亿3.41亿股-2,992.5万股-8.78%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.09%0.14%#42$2.65亿2.24亿股$3.43亿2.47亿股-2,256.5万股-9.14%减仓
Aequim另类投资Aequim Alternative Investments LP
3.67%4.89%#10$2.36亿2.00亿股$2.52亿1.82亿股+1,840.0万股+10.13%加仓
汇丰控股HSBC HOLDINGS PLC
0.1%0.14%#41$2.30亿1.95亿股$2.66亿1.95亿股00.00%持仓不变
白盒顾问WHITEBOX ADVISORS LLC
2.96%2.73%#13$2.27亿1.92亿股$2.22亿1.60亿股+3,250.0万股+20.33%加仓
Calamos顾问Calamos Advisors LLC
0.74%0.93%#21$2.23亿1.89亿股$2.62亿1.89亿股+5,000股+0.00%加仓
哈德逊湾资本管理Hudson Bay Capital Management LP
0.59%0.93%#25$2.18亿1.85亿股$2.70亿1.95亿股-1,000.0万股-5.14%减仓
LMR合伙人LMR Partners LLP
0.65%0.45%#24$1.74亿1.47亿股$2.04亿1.47亿股00.00%持仓不变
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
0.22%<0.01%#30$1.58亿1.34亿股$116.2万8,368.3万股+5,001.8万股+59.77%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.07%0.35%#43$1.56亿1.32亿股$5.80亿4.18亿股-2.85亿股-68.31%减仓
道富集团STATE STREET CORP
<0.01%0.01%#70$1.53亿1.29亿股$1.47亿1.06亿股+2,325.0万股+21.92%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#77$1.43亿1.21亿股$1.36亿9,795.2万股+2,332.5万股+23.81%加仓
戴维森·肯普纳资本DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
1.68%2.2%#18$1.42亿1.20亿股$1.61亿1.16亿股+400.0万股+3.45%加仓
Walleye资本Walleye Capital LLC
0.44%0.53%#28$1.24亿1.05亿股$1.28亿9,210.3万股+1,300.0万股+14.11%加仓
雕塑家资本Sculptor Capital LP
0.79%1.19%#20$9,741.4万8,250.0万股$1.15亿8,250.0万股00.00%持仓不变
萨斯奎汉纳顾问集团SUSQUEHANNA ADVISORS GROUP, INC.
1.28%0.04%#19$8,754.0万7,415.5万股$122.2万9,015.5万股-1,600.0万股-17.75%减仓
Acasta Partners UK LLP
45.18%50.67%#1$8,560.7万7,250.0万股$1.33亿9,600.0万股-2,350.0万股-24.48%减仓
Isabella Capital Management LLP
44.52%28.32%#2$8,385.3万7,100.0万股$3,821.0万2,750.0万股+4,350.0万股+158.18%加仓
HIGHBRIDGE 资本管理HIGHBRIDGE CAPITAL MANAGEMENT LLC
1.93%2.22%#17$7,916.6万6,750.0万股$6,849.7万5,000.0万股+1,750.0万股+35.00%加仓
Magnetar金融Magnetar Financial LLC
0.68%0.46%#23$7,448.8万6,317.7万股$4,549.5万3,273.6万股+3,044.1万股+92.99%加仓
Paloma Partners Management Co
4.93%9.54%#7$6,728.4万5,700.0万股$4,865.2万3,500.0万股+2,200.0万股+62.86%加仓
富兰克林资源FRANKLIN RESOURCES INC
0.01%0.02%#59$6,248.3万5,290.7万股$7,347.5万5,290.7万股00.00%持仓不变
Mint Tower Capital Management B.V.
6.84%12.4%#6$5,961.5万5,050.0万股$1.30亿9,500.0万股-4,450.0万股-46.84%减仓
Oasis Management Co Ltd.
3.16%4.04%#12$5,897.5万5,000.0万股$6,935.0万5,000.0万股00.00%持仓不变
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%<0.01%#62$5,706.5万4,838.1万股$1,387.0万1,000.0万股+3,838.1万股+383.81%加仓
Verition基金管理Verition Fund Management LLC
0.07%0.05%#44$5,479.8万4,640.0万股$1,388.8万1,000.0万股+3,640.0万股+364.00%加仓
ZAZOVE ASSOCIATES LLC
4.19%#8$5,410.3万4,582.0万股$00股+4,582.0万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#74$5,360.0万4,570.1万股$6,078.4万4,437.0万股+133.1万股+3.00%加仓
阿里斯泰亚资本ARISTEIA CAPITAL, L.L.C.
0.68%2.12%#22$5,263.1万4,456.5万股$1.02亿7,356.5万股-2,900.0万股-39.42%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.04%0.04%#48$5,189.8万4,400.0万股$5,561.9万4,010.0万股+390.0万股+9.73%加仓
AQR套利AQR Arbitrage LLC
0.52%0.39%#27$3,627.4万3,071.5万股$2,359.5万1,699.0万股+1,372.5万股+80.78%加仓
Ovata Capital Management Ltd
2.09%5.04%#16$3,601.4万3,050.0万股$3,609.1万2,600.0万股+450.0万股+17.31%加仓
Opti Capital Management, LP
2.16%#15$3,543.2万3,000.0万股$00股+3,000.0万股新买入
MARINER INVESTMENT GROUP LLC
7.65%9.34%#5$3,543.0万3,000.0万股$3,471.9万2,500.0万股+500.0万股+20.00%加仓
木星资产管理Jupiter Topco LLC
0.01%#57$3,543.0万3,000.0万股$00股+3,000.0万股新买入
阿尔伯塔投资管理(AIMCo)Alberta Investment Management Corp
0.2%0.25%#33$3,542.3万3,000.0万股$4,164.3万3,000.0万股00.00%持仓不变
Brevan Howard资本管理Brevan Howard Capital Management LP
0.19%0.45%#35$3,132.6万2,660.0万股$5,113.1万3,750.0万股-1,090.0万股-29.07%减仓
PenderFund Capital Management Ltd.
3.81%1.09%#9$2,953.5万2,500.0万股$695.2万500.0万股+2,000.0万股+400.00%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#69$2,847.9万2,416.0万股$3,507.8万2,571.5万股-155.5万股-6.05%减仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.02%0.03%#52$2,748.6万2,330.0万股$3,169.2万2,280.0万股+50.0万股+2.19%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.03%0.01%#49$2,479.9万2,100.0万股$1,110.7万800.0万股+1,300.0万股+162.50%加仓
东方汇理Amundi
0.01%0.01%#67$2,264.6万1,920.0万股$2,663.0万1,920.0万股00.00%持仓不变
Mirabaud Asset Management (France) SAS
10.07%#4$2,238.3万1,900.0万股$00股+1,900.0万股新买入
法国巴黎银行资产管理BNP Paribas Asset Management Holding S.A.
0.02%#51$2,189.8万1,850.0万股$00股+1,850.0万股新买入
跳跃金融Jump Financial, LLC
0.15%0.61%#39$1,887.2万1,600.0万股$4,577.1万3,300.0万股-1,700.0万股-51.52%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#80$1,842.3万1,562.9万股$5,953.9万3,230.3万股-1,667.4万股-51.62%减仓
HBK投资HBK INVESTMENTS L P
0.16%0.17%#38$1,617.4万1,370.0万股$1,667.3万1,200.0万股+170.0万股+14.17%加仓
野村控股NOMURA HOLDINGS INC
0.02%4.37%#53$1,584.0万1,341.8万股$16.49亿1,314.2万股+27.6万股+2.10%加仓
杰富瑞金融集团Jefferies Financial Group Inc.
0.1%0.04%#40$1,578.2万1,337.6万股$579.5万425.0万股+912.6万股+214.73%加仓

🧭 机构资金流板块热力图

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