NetEase
NTES
458 hedge funds and large institutions have $7.52B invested in NetEase in 2026 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 182 increasing their positions, 123 reducing their positions, and 46 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
72% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 46
56% more call options, than puts
Call options by funds: $129M | Put options by funds: $83M
48% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 123
16% more capital invested
Capital invested by funds: $6.46B → $7.52B (+$1.06B)
6% more funds holding
Funds holding: 431 → 458 (+27)
0.07% more ownership
Funds ownership: 9.09% → 9.16% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$145M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$67.6M |
| 3 |
RL
Ruffer LLP
London,
United Kingdom
|
+$57.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$51.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
-$306M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$76.5M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$58.4M |
| 4 |
JP Morgan Chase
New York
|
-$55.4M |
| 5 |
Renaissance Technologies
New York
|
-$46.2M |
NTES Hedge Fund Activity: Q2 2026 in Review
458 of the 8,286 institutional investors tracked by Wall St. Rank reported a position in NetEase (NTES) for Q2 2026, worth a combined $7.52B — up 16% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new NTES positions and 46 closed out — a net gain of 33 holders — while 182 added to existing stakes and 123 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $145M. The largest seller was Greenwoods Asset Management (HK), cutting an estimated $306M.
- 458 institutional investors held NetEase (NTES) as of Q2 2026, up from 431 in Q1 2026.
- Funds reported $7.52B of NetEase stock for Q2 2026, up 16% quarter-over-quarter.
- 79 funds opened new NetEase positions in Q2 2026 and 46 closed out, a net change of +33 holders.
- The largest NetEase buyer in Q2 2026 was GQG Partners, an estimated $145M added.
- The largest NetEase seller in Q2 2026 was Greenwoods Asset Management (HK), an estimated $306M sold.
Based on aggregated 13F filings for Q2 2026.