MINISO
MNSO
108 hedge funds and large institutions have $574M invested in MINISO in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 17 closing their positions.
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more capital invested
Capital invested by funds: $427M → $574M (+$147M)
16% more funds holding
Funds holding: 93 → 108 (+15)
0.7% more ownership
Funds ownership: 7.65% → 8.35% (+0.7%)
4% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $12.7M
20% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$38M |
| 2 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
+$33.8M |
| 3 |
Millennium Management
New York
|
+$13M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12.9M |
| 5 |
Jane Street
New York
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
-$28.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$22.5M |
| 3 |
Morgan Stanley
New York
|
-$14.4M |
| 4 |
TC
Tairen Capital
Hong Kong
|
-$6.89M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.76M |
MNSO Hedge Fund Activity: Q3 2025 in Review
108 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q3 2025, worth a combined $574M — up 35% from $427M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MNSO positions and 17 closed out — a net gain of 17 holders — while 28 added to existing stakes and 35 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $38M. The largest seller was Keywise Capital Management (HK), cutting an estimated $28.3M.
- 108 institutional investors held MINISO (MNSO) as of Q3 2025, up from 93 in Q2 2025.
- Funds reported $574M of MINISO stock for Q3 2025, up 35% quarter-over-quarter.
- 34 funds opened new MINISO positions in Q3 2025 and 17 closed out, a net change of +17 holders.
- The largest MINISO buyer in Q3 2025 was Orbis Allan Gray, an estimated $38M added.
- The largest MINISO seller in Q3 2025 was Keywise Capital Management (HK), an estimated $28.3M sold.
Based on aggregated 13F filings for Q3 2025.