Full Truck Alliance Co. Ltd.: which funds bought and sold
Institutions that bought and sold Full Truck Alliance shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 161 institutions that filed 13F reports for both quarters added to or opened positions in Full Truck Alliance, and 99 cut or closed them. Together they sold a net 3.7M shares, −0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 45.1M shares (−18.8%); index fund managers were net buyers of 43.3M shares (+127.2%). 82 opened a new position and 41 sold out entirely.
Bought, Q2 2026 161 institutions, 82 of them new holders Sold, Q2 2026 99 institutions, 41 of them sold out
Net change, all compared −3.7M shares (−0.5%)
Net change, active managers −45.1M shares (−18.8%), 16 bought, 29 sold
Buyers versus sellers
161 bought 22 99 sold
Active managers and hedge funds 16 bought · 29 sold · −45.1M
Index fund managers 6 bought · 3 sold · +43.3M
Other institutions 139 bought · 67 sold · −1.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +31.1M +3120.4% | 32.1M | $261M |
| State Street Corp Index funds | +6.8M +441.9% | 8.3M | $67.5M |
| Alpine Investment Management Ltd | +6.2M +55.8% | 17.2M | $140M |
| Ruffer LLP Active manager | +5.7M New position | 5.7M | $46.4M |
| Geode Capital Management, LLC Index funds | +4.4M +1262.3% | 4.7M | $37.8M |
| Brilliance Asset Management Ltd | +3.6M +55.3% | 10.1M | $82.2M |
| Mitsubishi Ufj Trust & Banking Corp | +3.2M +16.4% | 22.5M | $182M |
| Goldman Sachs Group Inc | +2.9M +38.6% | 10.5M | $85.3M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | +2.2M New position | 2.2M | $17.7M |
| HSBC Holdings PLC | +2.1M +108.2% | 4.1M | $33.4M |
| Invesco Ltd. | +2.1M +3.4% | 62.1M | $504M |
| Acadian Asset Management LLC Active manager | +2.0M New position | 2.0M | $16.4M |
| Jupiter Asset Management Ltd Active manager | +2.0M New position | 2.0M | $16.3M |
| Legal & General Group PLC | +1.9M +103.9% | 3.7M | $30.2M |
| North Of South Capital LLP | +1.8M +16.4% | 12.9M | $105M |
| First Beijing Investment Ltd | +1.8M +2.0% | 91.8M | $745M |
| Dymon Asia Capital (Singapore) Pte. Ltd. | +1.7M New position | 1.7M | $14.1M |
| BNP Paribas Financial Markets | +1.6M +51.1% | 4.6M | $37.6M |
| Sumitomo Mitsui Trust Group, Inc. | +1.6M New position | 1.6M | $12.7M |
| Northern Trust Corp Index funds | +1.4M +970.7% | 1.6M | $12.9M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Ruffer LLP Active manager | +5.7M New position | 5.7M | $46.4M |
| Acadian Asset Management LLC Active manager | +2.0M New position | 2.0M | $16.4M |
| Jupiter Asset Management Ltd Active manager | +2.0M New position | 2.0M | $16.3M |
| Man Group PLC Hedge fund | +660K New position | 660K | $5.4M |
| American Century Companies Inc Active manager | +548K New position | 548K | $4.5M |
| Alkeon Capital Management LLC Hedge fund | +500K +5.6% | 9.4M | $76.3M |
| Liontrust Investment Partners LLP Active manager | +356K +4444.0% | 364K | $3M |
| BAMCO Inc Active manager | +245K +5.9% | 4.4M | $36M |
| Lazard Asset Management LLC Active manager | +95K +14.5% | 748K | $6.1M |
| Alliancebernstein L.P. Active manager | +69K New position | 69K | $575,630 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Aspex Management (HK) Ltd | −21.8M Sold out | 0 | — |
| Schroder Investment Management Group Active manager | −21.0M −60.4% | 13.8M | $112M |
| Olp Capital Management Ltd | −16.8M −61.1% | 10.7M | $87M |
| Marshall Wace, LLP Hedge fund | −7.0M −88.5% | 918K | $7.5M |
| D. E. Shaw & Co., Inc. Hedge fund | −5.9M −52.8% | 5.3M | $43.1M |
| Qube Research & Technologies Ltd Hedge fund | −5.0M −67.3% | 2.4M | $19.8M |
| Millennium Management LLC Hedge fund | −4.7M Sold out | 0 | — |
| Citigroup Inc | −4.1M −71.7% | 1.6M | $13.1M |
| Fil Ltd Active manager | −2.7M −4.3% | 60.5M | $491M |
| HRT Financial LP | −2.5M Sold out | 0 | — |
| Triata Capital Ltd | −2.3M Sold out | 0 | — |
| Wellington Management Group LLP Active manager | −2.3M Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −2.3M −48.4% | 2.4M | $19.8M |
| Susquehanna International Group, LLP | −1.9M −96.4% | 72K | $583,333 |
| Greenwoods Asset Management Hong Kong Ltd. Active manager | −1.5M −3.7% | 39.5M | $320M |
| Davis Selected Advisers Active manager | −1.1M −3.9% | 27.6M | $224M |
| Nordea Investment Management AB | −972K Sold out | 0 | — |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | −949K −49.6% | 963K | $7.8M |
| BNP Paribas Asset Management Holding S.A. | −909K Sold out | 0 | — |
| LMR Partners LLP Hedge fund | −804K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Schroder Investment Management Group Active manager | −21.0M −60.4% | 13.8M | $112M |
| Marshall Wace, LLP Hedge fund | −7.0M −88.5% | 918K | $7.5M |
| D. E. Shaw & Co., Inc. Hedge fund | −5.9M −52.8% | 5.3M | $43.1M |
| Qube Research & Technologies Ltd Hedge fund | −5.0M −67.3% | 2.4M | $19.8M |
| Millennium Management LLC Hedge fund | −4.7M Sold out | 0 | — |
| Fil Ltd Active manager | −2.7M −4.3% | 60.5M | $491M |
| Wellington Management Group LLP Active manager | −2.3M Sold out | 0 | — |
| Voloridge Investment Management, LLC Hedge fund | −2.3M −48.4% | 2.4M | $19.8M |
| Greenwoods Asset Management Hong Kong Ltd. Active manager | −1.5M −3.7% | 39.5M | $320M |
| Davis Selected Advisers Active manager | −1.1M −3.9% | 27.6M | $224M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Ruffer LLPActive manager | 5.7M | $46.4M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | 2.2M | $17.7M |
| Acadian Asset Management LLCActive manager | 2.0M | $16.4M |
| Jupiter Asset Management LtdActive manager | 2.0M | $16.3M |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1.7M | $14.1M |
| Sumitomo Mitsui Trust Group, Inc. | 1.6M | $12.7M |
| Swiss National Bank | 1.3M | $10.9M |
| Nuveen, LLC | 1.3M | $10.5M |
| Nomura Holdings Inc | 1.2M | $10.1M |
| Evergreen Quality Fund Gp, Ltd. | 1.0M | $8.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Aspex Management (HK) Ltd | 21.8M | $181M |
| Millennium Management LLCHedge fund | 4.7M | $38.8M |
| HRT Financial LP | 2.5M | $21.1M |
| Triata Capital Ltd | 2.3M | $19.2M |
| Wellington Management Group LLPActive manager | 2.3M | $19.2M |
| Nordea Investment Management AB | 972K | $7.9M |
| BNP Paribas Asset Management Holding S.A. | 909K | $7.4M |
| LMR Partners LLPHedge fund | 804K | $6.7M |
| State Of New Jersey Common Pension Fund D | 372K | $3.1M |
| Y-Intercept (Hong Kong) Ltd | 347K | $2.9M |
Who holds the shares
- Institutions reporting
- 247
- Ten largest holders
- 55.5% of 13F-reported shares
- Index fund managers
- 10.4% of 13F-reported shares
- Active managers and hedge funds
- 26.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 16 | 29 | 9 | 11 | −45.1M | −18.8% |
| Index fund managers | 6 | 3 | 0 | 0 | +43.3M | +127.2% |
| Other institutions | 139 | 67 | 73 | 30 | −1.9M | −0.4% |
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