MINISO
MNSO
104 hedge funds and large institutions have $335M invested in MINISO in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 21 closing their positions.
331% more call options, than puts
Call options by funds: $14.6M | Put options by funds: $3.39M
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2.43% less ownership
Funds ownership: 8.21% → 5.78% (-2.4%)
4% less funds holding
Funds holding: 108 → 104 (-4)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
42% less capital invested
Capital invested by funds: $574M → $335M (-$239M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCMS
Serenity Capital Management (Singapore)
Singapore
|
+$18M |
| 2 |
Millennium Management
New York
|
+$7.73M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$5.62M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$5.13M |
| 5 |
Blackstone Inc
New York
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
-$119M |
| 2 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
-$35.6M |
| 3 |
TPC
Tiger Pacific Capital
New York
|
-$6.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.43M |
| 5 |
PCMH
Polymer Capital Management (HK)
Hong Kong
|
-$4.92M |
MNSO Hedge Fund Activity: Q4 2025 in Review
104 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q4 2025, worth a combined $335M — down 42% from $574M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of MNSO and 19 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 39 added.
The largest buyer was Serenity Capital Management (Singapore), adding an estimated $18M. The largest seller was Keywise Capital Management (HK), cutting an estimated $119M.
- 104 institutional investors held MINISO (MNSO) as of Q4 2025, down from 108 in Q3 2025.
- Funds reported $335M of MINISO stock for Q4 2025, down 42% quarter-over-quarter.
- 19 funds opened new MINISO positions in Q4 2025 and 21 closed out, a net change of -2 holders.
- The largest MINISO buyer in Q4 2025 was Serenity Capital Management (Singapore), an estimated $18M added.
- The largest MINISO seller in Q4 2025 was Keywise Capital Management (HK), an estimated $119M sold.
Based on aggregated 13F filings for Q4 2025.