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Full Truck Alliance
YMM

Overview Fund Activity

246 hedge funds and large institutions have $8.28B invested in Full Truck Alliance in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
3.34%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.39%
New
69
Increased
92
Reduced
60
Closed
15
Calls
$37.4M
Puts
$46.1M
Net Calls
-$8.68M
Net Calls Change
-$66.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$428M
2
KCMH
Kontiki Capital Management (HK)
Hong Kong
$81.3M
3
KFA
Krane Funds Advisors
New York
$335M
4
APG Asset Management
APG Asset Management
Netherlands
$56.3M
5
TIM
Thornburg Investment Management
New Mexico
$55.7M

Top Sellers

1
SIAU
SB Investment Advisers (UK)
United Kingdom
$89.9M
2
Morgan Stanley
Morgan Stanley
New York
$343M
3
FCM
Farallon Capital Management
California
$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$437M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCMH
26
Kontiki Capital Management (HK)
Hong Kong
$81.3M +$81.3M +6,368,026 New
NOSC
27
North of South Capital
United Kingdom
$78.6M +$5.94M +465,439 +8%
NL
28
Nuveen LLC
North Carolina
$59.9M +$59.9M +4,693,271 New
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$57.3M -$34.2M -2,680,327 -37%
APG Asset Management
30
APG Asset Management
Netherlands
$56.3M +$56.3M +4,758,400 New
Bank of America
31
Bank of America
North Carolina
$56.2M -$30.1M -2,356,593 -35%
TIM
32
Thornburg Investment Management
New Mexico
$55.7M +$55.7M +436,514 New
KCMH
33
Keywise Capital Management (HK)
Hong Kong
$54.1M – – –
SC
34
Sylebra Capital
California
$52.9M -$30.2M -2,365,467 -36%
EFM
35
E Fund Management
China
$51.7M -$10.2M -796,446 -16%
Ameriprise
36
Ameriprise
Minnesota
$51.4M +$2.77M +216,818 +6%
MICM
37
Matthews International Capital Management
California
$45.6M +$3.63M +284,533 +9%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$41.6M -$2.54M -199,033 -6%
Millennium Management
39
Millennium Management
New York
$40.1M +$32.5M +2,546,870 +429%
SoftBank Group
40
SoftBank Group
Japan
$39.9M -$14M -1,095,355 -26%
BAM
41
Brilliance Asset Management
Hong Kong
$38.5M -$15M -1,176,125 -28%
KI
42
Keystone Investors
Singapore
$38.3M +$30.8M +2,408,171 +407%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$38.1M +$313K +24,271 +0.8%
Nomura Asset Management
44
Nomura Asset Management
Japan
$37.5M -$5.98M -468,612 -14%
UBS Group
45
UBS Group
Switzerland
$36.4M -$15.4M -1,208,016 -30%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$34.8M +$13.8M +1,083,434 +66%
PCP
47
Polunin Capital Partners
United Kingdom
$33.7M -$545K -52,576 -2%
State Street
48
State Street
Massachusetts
$32M -$3.08M -241,272 -9%
SG Americas Securities
49
SG Americas Securities
New York
$31.5M +$22.3M +1,748,386 +244%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.4M +$3.73M +292,244 +14%
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