Osaic Hikes NetEase Stake 47.6% to $2.3M; EVP Head of Games to Retire

NTESNTES

Osaic Holdings increased its NetEase stake by 47.6% in Q2, acquiring 5,621 additional shares for a total of 17,437 shares valued at $2.304 million. NetEase EVP and head of the Interactive Entertainment Group, Yingfeng Ding, will retire on December 31, 2025 and transition to a consultant role in 2026.

1. Osaic Holdings Increases Stake in NetEase

In its second-quarter 13F filing, Osaic Holdings Inc. reported a 47.6% increase in its NetEase position, adding 5,621 shares to reach a total of 17,437 shares. As of the filing date, the holdings were valued at approximately $2.30 million. This move contrasts with the modest adjustments by other institutional investors: NewSquare Capital LLC raised its stake by 137.2% to 185 shares, Private Trust Co. NA boosted its position by 266.0% to 194 shares, and Reyes Financial Architecture Inc. expanded its holdings by 1,189.5% to 245 shares. Collectively, these changes underscore renewed institutional interest, though overall hedge fund and institutional ownership remains at 11.07%.

2. NetEase Announces Retirement of Key Interactive Entertainment Executive

NetEase confirmed that Yingfeng Ding, Executive Vice President and head of the Interactive Entertainment Group, will retire effective December 31, 2025, after 23 years with the company. CEO William Ding praised his leadership in driving flagship game successes and building robust R&D and operational frameworks. Following retirement, Yingfeng Ding will serve as a consultant through 2026. This leadership transition comes at a pivotal time for NetEase Games, which accounted for over 60% of the company’s revenue in the latest fiscal year, and sets the stage for fresh strategic initiatives in both domestic and international gaming markets.

Sources

PD