ZTO Express
179 hedge funds and large institutions have $1.47B invested in ZTO Express in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 20 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 41
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
14% more capital invested
Capital invested by funds: $1.29B → $1.47B (+$181M)
10% more funds holding
Funds holding: 163 → 179 (+16)
3% more call options, than puts
Call options by funds: $74.4M | Put options by funds: $72.4M
0.12% more ownership
Funds ownership: 10.22% → 10.34% (+0.12%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$51.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$20.2M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$19.8M |
| 4 |
Renaissance Technologies
New York
|
+$11.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$6.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
-$49.5M |
| 2 |
Morgan Stanley
New York
|
-$41M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.5M |
| 5 |
Goldman Sachs
New York
|
-$12.5M |
ZTO Hedge Fund Activity: Q1 2026 in Review
179 of the 8,182 institutional investors tracked by Wall St. Rank reported a position in ZTO Express (ZTO) for Q1 2026, worth a combined $1.47B — up 14% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ZTO positions and 20 closed out — a net gain of 17 holders — while 78 added to existing stakes and 41 trimmed.
The largest buyer was Marshall Wace, adding an estimated $51.4M. The largest seller was Temasek Holdings, cutting an estimated $49.5M.
- 179 institutional investors held ZTO Express (ZTO) as of Q1 2026, up from 163 in Q4 2025.
- Funds reported $1.47B of ZTO Express stock for Q1 2026, up 14% quarter-over-quarter.
- 37 funds opened new ZTO Express positions in Q1 2026 and 20 closed out, a net change of +17 holders.
- The largest ZTO Express buyer in Q1 2026 was Marshall Wace, an estimated $51.4M added.
- The largest ZTO Express seller in Q1 2026 was Temasek Holdings, an estimated $49.5M sold.
Based on aggregated 13F filings for Q1 2026.