NetEase
NTES
433 hedge funds and large institutions have $7.11B invested in NetEase in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 139 increasing their positions, 117 reducing their positions, and 49 closing their positions.
127% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 49
19% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 117
15% more funds holding
Funds holding: 377 → 433 (+56)
6.15% more ownership
Funds ownership: 2.2% → 8.35% (+6.1%)
1% more capital invested
Capital invested by funds: $7.01B → $7.11B (+$104M)
18% less call options, than puts
Call options by funds: $158M | Put options by funds: $192M
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$289M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.3M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$52.3M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$50.8M |
| 5 |
Man Group
London,
United Kingdom
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$618M |
| 2 |
Lazard Asset Management
New York
|
-$370M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$319M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$251M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$227M |
NTES Hedge Fund Activity: Q2 2025 in Review
433 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q2 2025, worth a combined $7.11B — up 1.5% from $7.01B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new NTES positions and 49 closed out — a net gain of 62 holders — while 139 added to existing stakes and 117 trimmed.
The largest buyer was Harding Loevner, adding an estimated $289M. The largest seller was UBS AM, cutting an estimated $618M.
- 433 institutional investors held NetEase (NTES) as of Q2 2025, up from 377 in Q1 2025.
- Funds reported $7.11B of NetEase stock for Q2 2025, up 1.5% quarter-over-quarter.
- 111 funds opened new NetEase positions in Q2 2025 and 49 closed out, a net change of +62 holders.
- The largest NetEase buyer in Q2 2025 was Harding Loevner, an estimated $289M added.
- The largest NetEase seller in Q2 2025 was UBS AM, an estimated $618M sold.
Based on aggregated 13F filings for Q2 2025.