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ZTO Express

205 hedge funds and large institutions have $2.69B invested in ZTO Express in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $276M | Put options by funds: $29.7M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

3% more funds holding

Funds holding: 200205 (+5)

1.72% less ownership

Funds ownership: 24.41%22.68% (-1.7%)

7% less capital invested

Capital invested by funds: $2.88B → $2.69B (-$191M)

14% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 73

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.75%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
40
Increased
63
Reduced
73
Closed
34
Calls
$276M
Puts
$29.7M
Net Calls
+$246M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Savant Capital
Illinois
$204K +$200K +10,272 New
USGIU
152
U.S. Global Investors (USGI)
Texas
$200K +$63K +3,229 +47%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$174K -$38.6K -1,977 -18%
QCG
154
Quadrant Capital Group
Ohio
$143K -$76.1K -3,900 -35%
BCM
155
Barometer Capital Management
Ontario, Canada
$119K -$239K -12,228 -67%
HIIFS
156
Harel Insurance Investments & Financial Services
Israel
$107K -$23.4K -1,200 -18%
BIG
157
Brooklyn Investment Group
New York
$88K +$86.6K +4,436 +443,600%
S
158
SignatureFD
Georgia
$76.1K -$176 -9 -0.2%
TPCW
159
TD Private Client Wealth
New York
$74.6K
SOW
160
State of Wyoming
Wyoming
$73K -$781 -40 -1%
RhumbLine Advisers
161
RhumbLine Advisers
Massachusetts
$51.7K -$246K -12,584 -83%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.5K -$4.05M -207,511 -99%
PA
163
Parallel Advisors
California
$46.6K -$4.63K -237 -9%
FHA
164
First Horizon Advisors
Tennessee
$42.3K +$17.3K +884 +71%
HNB
165
Huntington National Bank
Ohio
$41.7K +$1.97K +101 +5%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$35K -$13K -667 -27%
EWA
167
EverSource Wealth Advisors
Alabama
$27K +$6.42K +329 +32%
UB
168
UMB Bank
Missouri
$25.6K +$13K +664 +106%
SAM
169
Smartleaf Asset Management
Massachusetts
$24.8K -$11.2K -576 -32%
LC
170
Lindbrook Capital
California
$20.7K +$8.02K +411 +65%
CFD
171
Creative Financial Designs
Indiana
$19.8K
ABWM
172
Alpine Bank Wealth Management
Colorado
$19.5K +$19.1K +981 New
PB
173
Pinnacle Bancorp
Nebraska
$17.7K +$17.4K +894 New
SW
174
SVB Wealth
Massachusetts
$15.5K +$15.2K +779 New
CIAM
175
Caitong International Asset Management
Hong Kong
$15.1K +$13.6K +697 +1,056%