NetEase
NTES
431 hedge funds and large institutions have $6.46B invested in NetEase in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 152 reducing their positions, and 78 closing their positions.
0.24% more ownership
Funds ownership: 8.86% → 9.09% (+0.24%)
3% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 152
6% less funds holding
Funds holding: 460 → 431 (-29)
16% less capital invested
Capital invested by funds: $7.72B → $6.46B (-$1.26B)
22% less call options, than puts
Call options by funds: $70.8M | Put options by funds: $91.1M
29% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 78
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$99.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$86.6M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$36.1M |
| 4 |
JP Morgan Chase
New York
|
+$34.5M |
| 5 |
Renaissance Technologies
New York
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$120M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$75.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.6M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$26.9M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$18.9M |
NTES Hedge Fund Activity: Q1 2026 in Review
431 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q1 2026, worth a combined $6.46B — down 16% from $7.72B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of NTES and 55 opened new positions — a net loss of 23 holders — while 152 trimmed existing stakes and 147 added.
The largest buyer was Invesco, adding an estimated $99.5M. The largest seller was Capital World Investors, cutting an estimated $120M.
- 431 institutional investors held NetEase (NTES) as of Q1 2026, down from 460 in Q4 2025.
- Funds reported $6.46B of NetEase stock for Q1 2026, down 16% quarter-over-quarter.
- 55 funds opened new NetEase positions in Q1 2026 and 78 closed out, a net change of -23 holders.
- The largest NetEase buyer in Q1 2026 was Invesco, an estimated $99.5M added.
- The largest NetEase seller in Q1 2026 was Capital World Investors, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2026.