Hesai Group
HSAI
130 hedge funds and large institutions have $656M invested in Hesai Group in 2026 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 36 closing their positions.
86% more call options, than puts
Call options by funds: $33.6M | Put options by funds: $18.1M
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
2% less funds holding
Funds holding: 133 → 130 (-3)
4.38% less ownership
Funds ownership: 32.86% → 28.48% (-4.4%)
19% less capital invested
Capital invested by funds: $806M → $656M (-$151M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$19.7M |
| 2 |
JP Morgan Chase
New York
|
+$17.5M |
| 3 |
BPIA
Broad Peak Investment Advisers
Singapore
|
+$9.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.1M |
| 5 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
+$8.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$58.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.2M |
| 3 |
CC
Carrhae Capital
London,
United Kingdom
|
-$30M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$29.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.9M |
HSAI Hedge Fund Activity: Q2 2026 in Review
130 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Hesai Group (HSAI) for Q2 2026, worth a combined $656M — down 19% from $806M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of HSAI and 34 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 53 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $19.7M. The largest seller was Vanguard Capital Management, cutting an estimated $58.5M.
- 130 institutional investors held Hesai Group (HSAI) as of Q2 2026, down from 133 in Q1 2026.
- Funds reported $656M of Hesai Group stock for Q2 2026, down 19% quarter-over-quarter.
- 34 funds opened new Hesai Group positions in Q2 2026 and 36 closed out, a net change of -2 holders.
- The largest Hesai Group buyer in Q2 2026 was Manulife (Manufacturers Life Insurance), an estimated $19.7M added.
- The largest Hesai Group seller in Q2 2026 was Vanguard Capital Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q2 2026.