NetEase
NTES
377 hedge funds and large institutions have $7.01B invested in NetEase in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 115 reducing their positions, and 51 closing their positions.
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
30% more call options, than puts
Call options by funds: $185M | Put options by funds: $143M
12% more capital invested
Capital invested by funds: $6.26B → $7.01B (+$751M)
3% more funds holding
Funds holding: 367 → 377 (+10)
6% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 115
0.02% more ownership
Funds ownership: 2.18% → 2.2% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$280M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$105M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$70.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.6M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$59.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$47.7M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$46.8M |
| 4 |
Morgan Stanley
New York
|
-$44.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$42.7M |
NTES Hedge Fund Activity: Q1 2025 in Review
377 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q1 2025, worth a combined $7.01B — up 12% from $6.26B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new NTES positions and 51 closed out — a net gain of 16 holders — while 122 added to existing stakes and 115 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $280M. The largest seller was Millennium Management, cutting an estimated $59.6M.
- 377 institutional investors held NetEase (NTES) as of Q1 2025, up from 367 in Q4 2024.
- Funds reported $7.01B of NetEase stock for Q1 2025, up 12% quarter-over-quarter.
- 67 funds opened new NetEase positions in Q1 2025 and 51 closed out, a net change of +16 holders.
- The largest NetEase buyer in Q1 2025 was Mirae Asset Global Investments, an estimated $280M added.
- The largest NetEase seller in Q1 2025 was Millennium Management, an estimated $59.6M sold.
Based on aggregated 13F filings for Q1 2025.