Alibaba BABA
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$131.48M (5 inflow days, 15 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 17.2% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 1.75% to 1.52% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Hang Seng Investment Management Limited | Mutual Fund | 2026/Q3 | +2,700,998 | 0.7% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +4,867,687 | 4.1% |
| Capital Research | Mutual Fund | 2026/Q3 | +1,139,950 | 0.6% |
| Carrhae Capital, LLP | Hedge Fund | 2026/Q3 | +1,087,110 | 0.1% |
| Citigroup Inc. | Public Company | 2026/Q3 | +813,151 | 0.1% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +2,211,562 | 4.0% |
| Capital Research | Mutual Fund | 2026/Q3 | +906,600 | 0.6% |
| Capula Management Limited | Hedge Fund | 2026/Q3 | +3,228,963 | 0.1% |
| LuminArx Capital Management LP | Hedge Fund | 2026/Q3 | +2,000,000 | 0.1% |
| National Bank Investments Inc. | Mutual Fund | 2026/Q3 | +1,779,074 | 0.1% |
| Susquehanna Advisors Group, Inc. | Mutual Fund | 2026/Q3 | +1,619,000 | 0.1% |
| BlackRock | Mutual Fund | 2026/Q3 | +1,430,122 | 5.2% |
| Morgan Stanley | Public Company | 2026/Q3 | +1,302,924 | 0.3% |
| Artisan Partners Limited Partnership | Mutual Fund | 2026/Q3 | +1,287,714 | 0.1% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,242,781 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 28 May 2026 | Joseph C. Tsai | Executive Chairperson | Other Derivative Acquisition | +120,000 | – | 120,000 |
| 28 May 2026 | Fan Jiang | Chief Executive Officer of Alibaba E-commerce Business Group | Other Derivative Acquisition | +248,000 | – | 248,000 |
| 28 May 2026 | Yongming Wu | CEO, Head of Core E-Commerce Business & Director | Other Derivative Acquisition | +448,000 | – | 448,000 |
| 28 May 2026 | Siying Yu | General Counsel | Other Derivative Acquisition | +120,000 | – | 120,000 |
| 28 May 2026 | Fang Jiang | Chief Human Resources Officer | Other Derivative Acquisition | +60,000 | – | 60,000 |
| 28 May 2026 | Hong Xu | Chief Financial Officer | Other Derivative Acquisition | +160,000 | – | 160,000 |
| 19 May 2026 | Fan Jiang | Chief Executive Officer of Alibaba E-commerce Business Group | Initial Statement of Beneficial | +0 | – | 4,460,003 |
| 31 Mar 2026 | Joseph C. Tsai | Executive Chairperson | Derivative Exercise and Retained | +3,333 | – | 263,019,245 |
| 31 Mar 2026 | Wei Wu | Non-Executive Director | Derivative Exercise and Retained | +40,808 | – | 10,854,160 |
| 31 Mar 2026 | J. Michael Evans | President | Derivative Exercise and Retained | +748,000 | – | 748,000 |
| 31 Mar 2026 | Yongming Wu | CEO, Head of Core E-Commerce Business & Director | Derivative Exercise and Retained | +13,333 | – | 13,401,085 |
| 24 Mar 2026 | Siying Yu | General Counsel | Derivative Exercise and Sale | -21,472 | $16.06 | 4,410,167 |
| 24 Mar 2026 | Siying Yu | General Counsel | Derivative Exercise and Retained | +26,138 | – | 4,410,167 |
| 24 Mar 2026 | Fang Jiang | Chief Human Resources Officer | Derivative Exercise and Sale | -16,848 | $16.10 | 28,671,517 |
| 24 Mar 2026 | Fang Jiang | Chief Human Resources Officer | Derivative Exercise and Retained | +20,485 | – | 28,671,517 |
| 24 Mar 2026 | Hong Xu | Chief Financial Officer | Derivative Exercise and Sale | -54,450 | $16.07 | 724,120 |
| 24 Mar 2026 | Hong Xu | Chief Financial Officer | Derivative Exercise and Retained | +66,550 | – | 724,120 |
| 17 Mar 2026 | Chih-Yuan Yang | Independent Director | Initial Statement of Beneficial | +0 | – | 485,072 |
| 17 Mar 2026 | Joseph C. Tsai | Executive Chairperson | Initial Statement of Beneficial | +0 | – | 70,000 |
| 17 Mar 2026 | Yun-Lien Lee | Independent Director | Initial Statement of Beneficial | +0 | – | 138,600 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 37,759,837 | 1.5% | 4.4 |
| 30 Sep 2026 | 36,914,727 | 1.5% | 4.2 |
| 15 Sep 2026 | 41,044,240 | 1.7% | 5.4 |
| 31 Aug 2026 | 42,234,428 | 1.8% | 2.6 |
| 14 Aug 2026 | 41,983,108 | 1.8% | 4.6 |
| 31 Jul 2026 | 41,841,275 | 1.7% | 4.3 |
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