Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZTO EXPRESS CAYMAN INC (ZTO)

163 + Investors. Track Smart Money conviction in ZTO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
5Q ▼
Buyers last Q
51%

Smart Money Signals — ZTO

Based on 153 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed their ZTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 153 funds hold ZTO today versus a peak of 232 funds at 2024 Q3 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
43 fewer hedge funds hold ZTO compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

97 buying95 selling
Last quarter: 97 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new ZTO position: 34 → 20 → 27 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
96 out of 153 hedge funds have held ZTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 34 → 20 → 27 → 36 new funds/Q
New funds entering each quarter: 34 → 20 → 27 → 36. A growing number of institutions are discovering ZTO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 163 current holders: 111 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
26 of 153 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ZTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ZTO

How many hedge funds hold ZTO — quarterly history vs. share price
Quarterly hedge fund ownership of ZTO vs. share price

Market Analysis: ZTO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZTO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 2 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: ZTO
2026 Q1 Stats Unlock in 21 days 163 + Investors

Track Smart Money conviction in ZTO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 163 180 -9.44%
13F Shares 62M 76M -18.3%
Total Value $1.31B $1.47B -11.45%
New Positions 36 27 +9
Increased Positions 76 86 -10
Closed Positions 52 35 +17
Reduced Positions 58 72 -14
Total Calls 7 9 -22.22%
Total Puts 5 10 -50.0%
PUT/CALL Ratio 0.71 1.11 Neutral

Statistics: ZTO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

163 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZTO. Verified SEC 13F-HR filings.

Top 25 institutional holders of ZTO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PZENA INVESTMENT MANAGEMENT LLC 0.61% 7,460,931 $187.8M
2 Portman Square Capital LLP 0.53% 551,400 $13.9M
3 SmartHarvest Portfolios, LLC 0.11% 10,399 $262K
4 Portman Square Capital LLP 0.08% 80,506 $2.0M
5 DRIVE WEALTH MANAGEMENT, LLC 0.06% 10,595 $267K
6 PROFUND ADVISORS LLC 0.05% 57,857 $1.5M
7 Brooklyn Investment Group 0.03% 38,527 $970K
8 PDS Planning, Inc 0.01% 8,566 $216K
9 Marex Group plc 0.01% 15,188 $315K
10 Ethic Inc. 0.01% 17,123 $431K
11 QRG CAPITAL MANAGEMENT, INC. 0.01% 25,944 $653K
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% 12,540 $316K
13 TD PRIVATE CLIENT WEALTH LLC 0.00% 7,643 $192K
14 Swedbank AB 0.00% 123,880 $3.1M
15 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 9,504 $239K
16 HIGHLINE WEALTH PARTNERS LLC 0.00% 258 $6K
17 Merit Financial Group, LLC 0.00% 8,821 $222K
18 SIGNATUREFD, LLC 0.00% 3,491 $88K
19 FINANCIAL CONSULATE, INC 0.00% 394 $10K
20 True Wealth Design, LLC 0.00% 157 $4K
21 Stone House Investment Management, LLC 0.00% 113 $3K
22 Bell Investment Advisors, Inc 0.00% 116 $3K
23 Ares Financial Consulting, LLC 0.00% 23 —
24 Physician Wealth Advisors, Inc. 0.00% 103 $3K
25 SBI Securities Co., Ltd. 0.00% 512 $13K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ZTO EXPRESS CAYMAN INC (ZTO)

What does the Smart Money Trend signal show for ZTO?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their ZTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZTO?

Slight buying edge — 51% buying: Last quarter: 97 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZTO holders?

Elite ownership — 43% AUM from top-100 funds: 26 of 153 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ZTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ZTO?

63% of holders stayed for 2+ years: 96 out of 153 hedge funds have held ZTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.