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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
Optiver Holding
176
Optiver Holding
Netherlands
$12.6K
POIA
177
Pin Oak Investment Advisors
Texas
$11K
CCM
178
Coldstream Capital Management
Washington
$9.88K +$9.72K +498 New
HFS
179
Hantz Financial Services
Michigan
$7K +$6.93K +355 New
SWM
180
Spire Wealth Management
Virginia
$6.94K
LFG
181
Larson Financial Group
Missouri
$6.25K +$6.15K +315 New
FFA
182
Farther Finance Advisors
California
$6.01K +$2.34K +120 +66%
SO
183
Sierra Ocean
California
$5.52K -$3.9K -200 -42%
JWA
184
JFS Wealth Advisors
Pennsylvania
$5.1K -$1.46K -75 -23%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$4.87K
LI
186
LRI Investments
Florida
$4.86K
WTA
187
Washington Trust Advisors
Massachusetts
$4.82K
Osaic Holdings
188
Osaic Holdings
Arizona
$3.69K -$63.4K -3,249 -95%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$3.43K +$20 +1 +0.6%
NC
190
NewSquare Capital
Pennsylvania
$3.04K +$1.58K +81 +113%
AF
191
Allworth Financial
California
$2.91K -$1.19K -61 -29%
BIA
192
Bell Investment Advisors
California
$2.44K +$507 +26 +27%
BTI
193
Blue Trust Inc
Georgia
$2.28K +$2.25K +115 New
PWA
194
Physician Wealth Advisors
Utah
$1.77K -$7.38K -378 -81%
BFS
195
Bare Financial Services
Pennsylvania
$1.59K +$1.56K +80 New
FFO
196
Fortitude Family Office
Arizona
$1.53K
HWP
197
Highline Wealth Partners
California
$1.51K -$1.11K -57 -43%
CTB
198
Country Trust Bank
Illinois
$1.47K +$1.44K +74 New
TWC
199
TD Waterhouse Canada
Ontario, Canada
$1.21K
HWM
200
Hemington Wealth Management
Virginia
$1K