Vipshop
VIPS
278 hedge funds and large institutions have $4.07B invested in Vipshop in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 102 reducing their positions, and 64 closing their positions.
0.62% more ownership
Funds ownership: 61.8% → 62.42% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 102
11% less capital invested
Capital invested by funds: $4.55B → $4.07B (-$479M)
11% less funds holding
Funds holding: 313 → 278 (-35)
28% less call options, than puts
Call options by funds: $8.38M | Put options by funds: $11.6M
50% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$102M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$46.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$36.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$35.2M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$95.2M |
| 2 |
NOSC
North of South Capital
London,
United Kingdom
|
-$40M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$35.7M |
| 4 |
KFA
Krane Funds Advisors
New York
|
-$23.3M |
| 5 |
Jane Street
New York
|
-$21.6M |
VIPS Hedge Fund Activity: Q1 2026 in Review
278 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Vipshop (VIPS) for Q1 2026, worth a combined $4.07B — down 11% from $4.55B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of VIPS and 32 opened new positions — a net loss of 32 holders — while 102 trimmed existing stakes and 99 added.
The largest buyer was Fidelity International, adding an estimated $102M. The largest seller was Orbis Allan Gray, cutting an estimated $95.2M.
- 278 institutional investors held Vipshop (VIPS) as of Q1 2026, down from 313 in Q4 2025.
- Funds reported $4.07B of Vipshop stock for Q1 2026, down 11% quarter-over-quarter.
- 32 funds opened new Vipshop positions in Q1 2026 and 64 closed out, a net change of -32 holders.
- The largest Vipshop buyer in Q1 2026 was Fidelity International, an estimated $102M added.
- The largest Vipshop seller in Q1 2026 was Orbis Allan Gray, an estimated $95.2M sold.
Based on aggregated 13F filings for Q1 2026.