Youdao
31 hedge funds and large institutions have $120M invested in Youdao in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $124M → $120M (-$3.4M)
1.63% less ownership
Funds ownership: 39.83% → 38.19% (-1.6%)
9% less funds holding
Funds holding: 34 → 31 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $88K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$528K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$274K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$77.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.23K |
| 5 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$5.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$3.37M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$794K |
| 3 |
Walleye Capital
New York
|
-$482K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$399K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| $615 | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $504 | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $302 | -$1.72K | -172 | -85% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20 | -$389 | -39 | -95% |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $10 | – | – | – |
|
|
SS
31
SBI Securities
Tokyo,
Japan
| $10 | +$10 | +1 | New |
|
|
32
Walleye Capital
New York
| – | -$482K | -48,452 | Closed |
|
|
TI
33
Tidal Investments
Milwaukee,
Wisconsin
| – | -$293K | -29,434 | Closed |
|
34
Citadel Advisors
Miami,
Florida
| – | -$251K | -25,297 | Closed |
|
35
Goldman Sachs
New York
| – | -$119K | -11,968 | Closed |
|
36
Simplex Trading
Chicago,
Illinois
| – | -$27K | -2,758 | Closed |
|
37
Citigroup
New York
| – | -$26.8K | -2,697 | Closed |
|
DAO Hedge Fund Activity: Q4 2025 in Review
31 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q4 2025, worth a combined $120M — down 2.7% from $124M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DAO and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 7 added.
The largest buyer was GSA Capital Partners, adding an estimated $528K. The largest seller was Orbis Allan Gray, cutting an estimated $3.37M.
- 31 institutional investors held Youdao (DAO) as of Q4 2025, down from 34 in Q3 2025.
- Funds reported $120M of Youdao stock for Q4 2025, down 2.7% quarter-over-quarter.
- 3 funds opened new Youdao positions in Q4 2025 and 6 closed out, a net change of -3 holders.
- The largest Youdao buyer in Q4 2025 was GSA Capital Partners, an estimated $528K added.
- The largest Youdao seller in Q4 2025 was Orbis Allan Gray, an estimated $3.37M sold.
Based on aggregated 13F filings for Q4 2025.