Youdao
30 hedge funds and large institutions have $108M invested in Youdao in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
563% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $278K
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
5% more capital invested
Capital invested by funds: $103M → $108M (+$5.37M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.94% less ownership
Funds ownership: 43.17% → 40.23% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$766K |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$556K |
| 3 |
Jane Street
New York
|
+$163K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$56.9K |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$47.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$7.17M |
| 2 |
Walleye Capital
New York
|
-$523K |
| 3 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$349K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$347K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$545 | +64 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $748 | -$9 | -1 | -1% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $525 | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $430 | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $9 | +$9 | +1 | New |
|
|
GCP
31
GSA Capital Partners
London,
United Kingdom
| – | -$335K | -43,907 | Closed |
|
32
Citadel Advisors
Miami,
Florida
| – | -$238K | -31,228 | Closed |
|
33
Walleye Trading
New York
| – | -$115K | -15,123 | Closed |
|
34
Barclays
London,
United Kingdom
| – | -$1.53K | -200 | Closed |
|
DAO Hedge Fund Activity: Q2 2025 in Review
30 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2025, worth a combined $108M — up 5.2% from $103M a quarter earlier.
Fund positioning in DAO was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $766K. The largest seller was Orbis Allan Gray, cutting an estimated $7.17M.
- 30 institutional investors held Youdao (DAO) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $108M of Youdao stock for Q2 2025, up 5.2% quarter-over-quarter.
- 4 funds opened new Youdao positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest Youdao buyer in Q2 2025 was Acadian Asset Management, an estimated $766K added.
- The largest Youdao seller in Q2 2025 was Orbis Allan Gray, an estimated $7.17M sold.
Based on aggregated 13F filings for Q2 2025.