undamentalytics Newsletter

Alti Global, Inc.: which funds bought and sold

Institutions that bought and sold Alti Global shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 46 institutions that filed 13F reports for both quarters added to or opened positions in Alti Global, and 27 cut or closed them. Together they added a net 1.1M shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 826K shares (+203.9%); index fund managers were net buyers of 1.3M shares (+17.1%). 8 opened a new position and 14 sold out entirely.

Bought, Q2 2026 46 institutions, 8 of them new holders Sold, Q2 2026 27 institutions, 14 of them sold out
Net change, all compared +1.1M shares (+3.2%)
Net change, active managers +826K shares (+203.9%), 8 bought, 2 sold

Buyers versus sellers

institutions compared, 90
Active managers and hedge funds 8 bought · 2 sold · +826K
Index fund managers 9 bought · 0 sold · +1.3M
Other institutions 29 bought · 25 sold · −1.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bluecrest Capital Management Ltd Hedge fund +626K +314.7% 825K $3M
Blackrock, Inc. Index funds +534K +20.2% 3.2M $11.5M
Vanguard Capital Management LLC Index funds +377K +23.0% 2.0M $7.3M
Squarepoint Ops LLC Hedge fund +177K New position 177K $637,342
Geode Capital Management, LLC Index funds +142K +12.4% 1.3M $4.7M
UBS Group AG +137K +81.1% 307K $1.1M
Dimensional Fund Advisors LP +105K +107.6% 203K $731,899
Vanguard Portfolio Management LLC Index funds +89K +35.7% 338K $1.2M
Northern Trust Corp Index funds +70K +21.2% 401K $1.4M
AQR Capital Management LLC Hedge fund +43K +71.1% 103K $372,541
Morgan Stanley +35K +51.2% 104K $374,285
Vanguard Fiduciary Trust Co Index funds +32K +11.4% 316K $1.1M
Algert Global LLC Hedge fund +31K New position 31K $110,325
Wells Fargo & Company +27K +164.9% 43K $156,396
Citigroup Inc +23K +784.7% 26K $92,492
Charles Schwab Investment Management Inc Index funds +23K +6.5% 369K $1.3M
Nuveen, LLC +21K +41.1% 73K $265,255
Russell Investments Group, Ltd. +21K +544.3% 24K $88,177
Ieq Capital, LLC +15K New position 15K $53,193
Metlife Investment Management, LLC +14K +79.8% 32K $115,534

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Yorkville Advisors Global, LP −773K Sold out 0 —
Arp Global Capital Ltd −225K Sold out 0 —
GAM Holding AG −175K −50.0% 175K $631,750
Permanens Capital L.P. −83K Sold out 0 —
Raymond James Financial Inc −56K −18.5% 248K $894,901
Susquehanna International Group, LLP −54K Sold out 0 —
Goldman Sachs Group Inc −50K −50.2% 50K $179,143
Citadel Advisors LLC Hedge fund −43K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −26K Sold out 0 —
Jane Street Group, LLC −25K Sold out 0 —
Invesco Ltd. −13K −32.4% 26K $94,647
Manufacturers Life Insurance Company, The −12K Sold out 0 —
Simplex Trading, LLC −10K Sold out 0 —
Bank Of America Corp −6,679 −15.9% 35K $127,718
BNP Paribas Financial Markets −4,781 −37.0% 8,155 $29,440
Tower Research Capital LLC (TRC) −3,071 −35.4% 5,606 $20,238
Xtx Topco Ltd −2,965 −16.0% 16K $56,341
California State Teachers Retirement System −1,736 −74.1% 606 $2,188
Barclays PLC −822 −9.5% 7,863 $28,385
Sterling Capital Management LLC −712 −49.7% 720 $2,599

New positions

largest by value
InstitutionSharesValue June 30, 2026
Squarepoint Ops LLCHedge fund 177K $637,342
Algert Global LLCHedge fund 31K $110,325
Ieq Capital, LLC 15K $53,193
Jump Financial, LLC 11K $41,371
Integrated Wealth Concepts LLC 233 $842
Fortitude Family Office, LLC 43 $155
Clearstead Advisors, LLC 15 $55
Caitong International Asset Management Co., Ltd 1 $4

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Yorkville Advisors Global, LP 773K $2.8M
Arp Global Capital Ltd 225K $814,862
Permanens Capital L.P. 83K $298,943
Susquehanna International Group, LLP 54K $196,765
Citadel Advisors LLCHedge fund 43K $156,670
Brevan Howard Capital Management LPHedge fund 26K $95,148
Jane Street Group, LLC 25K $92,209
Manufacturers Life Insurance Company, The 12K $44,363
Simplex Trading, LLC 10K $36,402
Optiver Holding B.V. 416 $1,506

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
76
Ten largest holders
91.0%
of 13F-reported shares
Index fund managers
25.2%
of 13F-reported shares
Active managers and hedge funds
3.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 8 2 2 2 +826K +203.9%
Index fund managers 9 0 0 0 +1.3M +17.1%
Other institutions 29 25 6 12 −1.0M −4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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