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Payoneer
PAYO

287 hedge funds and large institutions have $1.74B invested in Payoneer in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,188% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $982K

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

1% more funds holding

Funds holding: 285 → 287 (+2)

1% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 99

1.71% less ownership

Funds ownership: 88.86% → 87.15% (-1.7%)

10% less capital invested

Capital invested by funds: $1.93B → $1.74B (-$190M)

Holders
287
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
47
Increased
98
Reduced
99
Closed
38
Calls
$12.6M
Puts
$982K
Net Calls
+$11.7M
Net Calls Change
-$830K

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$79.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$9.92M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.55M
4
Jane Street
Jane Street
New York
+$5.46M
5
HF
HRT Financial
New York
+$5.05M

Top Sellers

1
SCM
Susquehanna Capital Management
Pennsylvania
-$27.3M
2
Temasek Holdings
Temasek Holdings
Singapore
-$15.4M
3
Millennium Management
Millennium Management
New York
-$12.8M
4
JGC
J. Goldman & Co
New York
-$10M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
301
Graham Capital Management
Connecticut
– -$289K -47,786 Closed
VRS
302
Virginia Retirement Systems
Virginia
– -$140K -23,100 Closed
1C
303
111 Capital
France
– -$130K -21,531 Closed
PTC
304
Petrus Trust Company
Texas
– -$130K -21,409 Closed
BAM
305
Blueshift Asset Management
New Jersey
– -$104K -17,195 Closed
Cetera Investment Advisers
306
Cetera Investment Advisers
Illinois
– -$100K -16,596 Closed
BFM
307
Boothbay Fund Management
New York
– -$98.3K -16,253 Closed
IFU
308
iSAM Funds (UK)
United Kingdom
– -$93.6K -15,463 Closed
OTL
309
Oak Thistle LLC
New York
– -$72.7K -12,020 Closed
Pathstone Holdings
310
Pathstone Holdings
New Jersey
– -$64.9K -10,723 Closed
FFM
311
Forum Financial Management
Illinois
– -$60.7K -10,034 Closed
Acadian Asset Management
312
Acadian Asset Management
Massachusetts
– -$55K -9,216 Closed
RA
313
Rise Advisors
New York
– -$6.01K -993 Closed
GWM
314
Geneos Wealth Management
Colorado
– -$3.63K -600 Closed
US Bancorp
315
US Bancorp
Minnesota
– -$3.26K -539 Closed
WANY
316
Wealthspire Advisors (New York)
New York
– -$2.55K -421 Closed
ACM
317
Aster Capital Management
United Arab Emirates
– -$1.53K -253 Closed
PS
318
Principal Securities
Iowa
– -$1.52K -252 Closed
AGWCA
319
Annis Gardner Whiting Capital Advisors
Florida
– -$1.01K -167 Closed
CT
320
Clearstead Trust
Maine
– -$527 -87 Closed
PPC
321
Park Place Capital
Alabama
– -$417 -69 Closed
FFO
322
Fortitude Family Office
Arizona
– -$296 -49 Closed
S
323
SignatureFD
Georgia
– -$139 -23 Closed
SIC
324
SJS Investment Consulting
Ohio
– -$115 -19 Closed
9 10 11 12
13

PAYO Hedge Fund Activity: Q4 2025 in Review

287 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q4 2025, worth a combined $1.74B — down 9.9% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PAYO positions and 38 closed out — a net gain of 9 holders — while 98 added to existing stakes and 99 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $79.5M. The largest seller was Susquehanna Capital Management, cutting an estimated $27.3M.

  • 287 institutional investors held Payoneer (PAYO) as of Q4 2025, up from 285 in Q3 2025.
  • Funds reported $1.74B of Payoneer stock for Q4 2025, down 9.9% quarter-over-quarter.
  • 47 funds opened new Payoneer positions in Q4 2025 and 38 closed out, a net change of +9 holders.
  • The largest Payoneer buyer in Q4 2025 was BNP Paribas Asset Management, an estimated $79.5M added.
  • The largest Payoneer seller in Q4 2025 was Susquehanna Capital Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2025.