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96 hedge funds and large institutions have $778M invested in dLocal in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $41M | Put options by funds: $25.4M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.95% less ownership

Funds ownership: 68.87%61.92% (-7%)

10% less funds holding

Funds holding: 10796 (-11)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

33% less capital invested

Capital invested by funds: $1.17B → $778M (-$391M)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.29%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
30
Reduced
35
Closed
27
Calls
$41M
Puts
$25.4M
Net Calls
+$15.5M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$533M
RMC
2
Ribbit Management Company
California
$32.5M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$21.7M -$123K -10,951 -0.4%
ACL
4
Azora Capital LP
Florida
$16.8M -$14.5M -1,283,713 -39%
Marshall Wace
5
Marshall Wace
United Kingdom
$13.6M -$686K -60,929 -4%
FSC
6
Fourth Sail Capital
Cayman Islands
$9.64M -$352K -31,229 -3%
Jane Street
7
Jane Street
New York
$9.23M +$9.21M +818,007 +284%
Morgan Stanley
8
Morgan Stanley
New York
$9.11M -$156K -13,835 -1%
TM
9
Tikvah Management
North Carolina
$8.79M +$1.72M +152,699 +17%
Deutsche Bank
10
Deutsche Bank
Germany
$8.46M
Two Sigma Investments
11
Two Sigma Investments
New York
$8.41M -$2.3M -204,419 -17%
STA
12
Summit Trail Advisors
New York
$7.85M
BCM
13
Bond Capital Management
California
$7.74M -$10.4M -927,500 -50%
Alkeon Capital Management
14
Alkeon Capital Management
New York
$6.87M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$6.04M -$550K -48,793 -6%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$5.9M -$3.22M -286,200 -29%
Polen Capital Management
17
Polen Capital Management
Florida
$5.23M +$2.15K +191 +0%
Citadel Advisors
18
Citadel Advisors
Florida
$5.19M -$5M -443,765 -42%
Goldman Sachs
19
Goldman Sachs
New York
$4.8M -$768K -68,197 -11%
Millennium Management
20
Millennium Management
New York
$4.69M -$1.2M -106,651 -16%
Holocene Advisors
21
Holocene Advisors
New York
$4.65M -$5.42M -481,619 -46%
State Street
22
State Street
Massachusetts
$4.55M +$133K +11,770 +2%
Ameriprise
23
Ameriprise
Minnesota
$4.4M +$1.19M +105,432 +25%
LG
24
Lane Generational
Massachusetts
$4.38M +$1.28M +113,297 +27%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3M -$1.67M -148,124 -29%

DLO Hedge Fund Activity: Q1 2025 in Review

96 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in dLocal (DLO) for Q1 2025, worth a combined $778M — down 33% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of DLO and 16 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Jane Street, adding an estimated $9.21M. The largest seller was Marcho Partners, exiting entirely with an estimated $30.2M sold.

  • 96 institutional investors held dLocal (DLO) as of Q1 2025, down from 107 in Q4 2024.
  • Funds reported $778M of dLocal stock for Q1 2025, down 33% quarter-over-quarter.
  • 16 funds opened new dLocal positions in Q1 2025 and 27 closed out, a net change of -11 holders.
  • The largest dLocal buyer in Q1 2025 was Jane Street, an estimated $9.21M added.
  • The largest dLocal seller in Q1 2025 was Marcho Partners, an estimated $30.2M sold.

Based on aggregated 13F filings for Q1 2025.