Criteo S.A.
CRTO
142 hedge funds and large institutions have $860M invested in Criteo S.A. in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 29 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 42
24% more call options, than puts
Call options by funds: $3.77M | Put options by funds: $3.05M
2.5% more ownership
Funds ownership: 77.14% → 79.64% (+2.5%)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
2% less funds holding
Funds holding: 145 → 142 (-3)
15% less capital invested
Capital invested by funds: $1.01B → $860M (-$148M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.3M |
| 2 |
NIMC
Nierenberg Investment Management Company
Camas,
Washington
|
+$9.6M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$5.83M |
| 4 |
D.E. Shaw & Co
New York
|
+$3.63M |
| 5 |
SM
Senvest Management
New York
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cadian Capital Management
New York
|
-$56M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$43.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.45M |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$9.34M |
| 5 |
CC
Cannell Capital
Alta,
Wyoming
|
-$7.43M |
CRTO Hedge Fund Activity: Q4 2025 in Review
142 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Criteo S.A. (CRTO) for Q4 2025, worth a combined $860M — down 15% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of CRTO and 28 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 54 added.
The largest buyer was Morgan Stanley, adding an estimated $17.3M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $56M sold.
- 142 institutional investors held Criteo S.A. (CRTO) as of Q4 2025, down from 145 in Q3 2025.
- Funds reported $860M of Criteo S.A. stock for Q4 2025, down 15% quarter-over-quarter.
- 28 funds opened new Criteo S.A. positions in Q4 2025 and 29 closed out, a net change of -1 holder.
- The largest Criteo S.A. buyer in Q4 2025 was Morgan Stanley, an estimated $17.3M added.
- The largest Criteo S.A. seller in Q4 2025 was Cadian Capital Management, an estimated $56M sold.
Based on aggregated 13F filings for Q4 2025.