本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 截至8月31日，A股公司2025年的中报已经落下帷幕，仅剩3家ST公司还未披露财报。根据中报数据梳理发现， 不少知名私募基金经理管理的私 募产品现身在 A股公司的前十大流通股东名单之中 。 为了给读者提供一些参考，笔者根据A股公司披露的十大流通股东数据，梳理出了 冯柳、邓晓峰、裘国根、董承非、夏俊杰、蒋彤、赵军、吴伟 志、卓利伟 （按持股市值排序）等9位知名的百亿私募基金经理旗下产品在二季度末的A股持仓。 根据Choice数据， 截至 2025年二季度 末， 9位私募大佬旗下产品合计持有41家A股公司，持股 市值 合计约为 298.31 亿元 ， 截至 8月底，今 年来涨幅平均值约为33.32% 。 其中， 持股公司数在 5家以上的有冯柳、夏俊杰、邓晓峰、董承非。持股市值超100亿元的仅有冯柳和邓晓峰。 下面，笔者就为大家详细盘点各位私募大佬的持仓和动向。 需要说明的是，个股今年以来的涨跌幅，不代表基金经理旗下产品重仓股的浮盈或 者浮亏比例。（ 点此领取9位百亿私募大佬最新持仓名单 ） | # 宮 | 股票简称 | 二季度末 | 二季度末 | 二 ...

Group 1: Financial Sector Developments - The "out-of-bounds" incident involving the China-Japan Friendship Hospital has raised concerns in the financial sector, particularly regarding private equity connections [1] - The incident has highlighted the involvement of a private equity firm linked to the "Wukuang" system, with the key figure, Ms. Dong, having previously served as a legal representative of the firm [2] - The private equity firm in question has no equity relationship with the Wukuang system, indicating it operates independently [2] Group 2: Private Equity Fund Movements - In Q1 2025, several large private equity fund managers disclosed their holdings, with notable investments in A-share companies [3] - Gao Yi Asset's Feng Liu reported a holding value of approximately 16.515 billion yuan in chemical stocks, with Hikvision being the largest position [3] - Other fund managers, such as Jianqiao Asset and Ruijun Asset, also revealed significant investments in various sectors, including semiconductors and agriculture [4] Group 3: Insurance Sector Investments - Xinhua Insurance announced a plan to invest 10 billion yuan in the "Honghu II Fund," a private equity fund co-established with China Life, aimed at investing in high-quality large-cap stocks [5] - This investment aligns with national policies promoting long-term capital market participation and aims for capital preservation and appreciation through low-frequency trading [5] Group 4: Securities Industry Performance - Northeast Securities reported a significant increase in net profit by 859.84% in Q1 2025, attributed to growth in wealth management and investment business revenues [6] - The company's total revenue reached 1.485 billion yuan, reflecting a year-on-year increase of 25.94% [6]