Yatsen Holding
YSG
48 hedge funds and large institutions have $129M invested in Yatsen Holding in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.
316% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $495K
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
128% more capital invested
Capital invested by funds: $56.6M → $129M (+$72.5M)
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
37% more funds holding
Funds holding: 35 → 48 (+13)
20.7% more ownership
Funds ownership: 0.84% → 21.53% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.77M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.19M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$1.11M |
| 4 |
Jane Street
New York
|
+$1.04M |
| 5 |
WAM
WT Asset Management
Hong Kong
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$4.43M |
| 2 |
Barclays
London,
United Kingdom
|
-$645K |
| 3 |
Millennium Management
New York
|
-$410K |
| 4 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$363K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
51
Jump Financial
Chicago,
Illinois
| – | -$85.3K | -17,736 | Closed |
|
52
Acadian Asset Management
Boston,
Massachusetts
| – | -$44K | -9,172 | Closed |
|
53
Legal & General Group
London,
United Kingdom
| – | -$34.7K | -7,201 | Closed |
|
54
BlackRock
New York
| – | -$5.05K | -1,049 | Closed |
|
YSG Hedge Fund Activity: Q2 2025 in Review
48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Yatsen Holding (YSG) for Q2 2025, worth a combined $129M — up 128% from $56.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new YSG positions and 6 closed out — a net gain of 14 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.77M. The largest seller was HHLR Advisors, cutting an estimated $4.43M.
- 48 institutional investors held Yatsen Holding (YSG) as of Q2 2025, up from 35 in Q1 2025.
- Funds reported $129M of Yatsen Holding stock for Q2 2025, up 128% quarter-over-quarter.
- 20 funds opened new Yatsen Holding positions in Q2 2025 and 6 closed out, a net change of +14 holders.
- The largest Yatsen Holding buyer in Q2 2025 was Morgan Stanley, an estimated $5.77M added.
- The largest Yatsen Holding seller in Q2 2025 was HHLR Advisors, an estimated $4.43M sold.
Based on aggregated 13F filings for Q2 2025.