Guru Ownership Trend
Guru Analysis for NetEase, Inc. (NTES)
NetEase, Inc. (NTES), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $318.36 M.
Top institutional holders include Ken Fisher and Renaissance Technologies.
Institutional sentiment is currently Bearish. This is evidenced by a $124.18 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 0.5%. Conversely, Jeremy Grantham reduced exposure by 82.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for NetEase, Inc. (NTES)
Major holders include Ken Fisher ($153.07 M), Renaissance Technologies ($149.83 M), Chris Davis ($58.65 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.67 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $124.18 M, with 1 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited NTES. The total reported sell value was $124.95 M.
Yes, 0 managers opened new positions in NTES, and 1 increased their existing holdings. The total reported buy value was $770,672.