The overall position of private equity in stocks has reached a nearly 220-week high, with significant increases in the positions of billion-yuan private equity funds.

date
04/08/2026
During the process of fluctuation and adjustment in the A-share market, institutional funds have been continuously increasing their equity positions. According to the latest data from Private Fund Registration Platform, since late June, stock private equity funds have increased their positions for four consecutive weeks, with the overall position reaching a nearly 220-week high. Meanwhile, large private equity firms not only took the lead in raising their positions but also signaled optimism through intensive share buybacks. Since July, the amount of self-purchases by private equity has exceeded 1.4 billion yuan, with large private equity contributing nearly 70%. Industry insiders believe that as the market adjustment releases risks, the value of equity asset allocation has become increasingly evident, coupled with the disclosure of semi-annual reports providing new performance clues, private equity institutions are generally maintaining high position levels. However, several institutions have also indicated that the short-term market will still maintain a volatile pattern, with investment opportunities more reflected in structural market trends.