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TaskUs

132 hedge funds and large institutions have $319M invested in TaskUs in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

19% more call options, than puts

Call options by funds: $633K | Put options by funds: $531K

14% more funds holding

Funds holding: 116132 (+16)

0.55% more ownership

Funds ownership: 75.85%76.4% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

32% less capital invested

Capital invested by funds: $472M → $319M (-$153M)

Holders
132
Holders Change
+16
Holders Change %
+13.79%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
40
Reduced
30
Closed
29
Calls
$633K
Puts
$531K
Net Calls
+$102K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
DE
101
DV Equities
Illinois
$47.2K +$51.1K +4,000 New
Bank of America
102
Bank of America
North Carolina
$47K -$158K -12,388 -76%
FIA
103
FNY Investment Advisers
New York
$41K +$12.8K +1,000 +40%
AF
104
Allworth Financial
California
$27.5K +$29.5K +2,306 +9,224%
Wells Fargo
105
Wells Fargo
California
$25.9K
Citigroup
106
Citigroup
New York
$24.4K -$48.5K -3,794 -65%
Simplex Trading
107
Simplex Trading
Illinois
$21.1K -$57.5K -4,497 -72%
QL
108
Quarry LP
New York
$19.3K +$17K +1,329 +430%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$18K +$10.4K +816 +110%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$15K +$12.9K +1,006 +521%
TRCT
111
Tower Research Capital (TRC)
New York
$12.7K +$13.7K +1,075 New
RhumbLine Advisers
112
RhumbLine Advisers
Massachusetts
$9.9K
C
113
Covestor
United Kingdom
$8K +$8.7K +681 New
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$5.94K +$4.5K +352 +232%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$4.07K -$2.71K -212 -38%
SS
116
SBI Securities
Japan
$3.14K -$115 -9 -3%
EWA
117
EverSource Wealth Advisors
Alabama
$2.16K +$1.89K +148 +423%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$1.76K
AUB
119
Atlantic Union Bankshares
Virginia
$1.24K +$1.34K +105 New
PA
120
Parallel Advisors
California
$790
EP
121
Essential Partners
California
$684 +$537 +42 +263%
TWD
122
True Wealth Design
Ohio
$590 +$486 +38 +317%
GI
123
GAMMA Investing
California
$519 +$562 +44 New
FFA
124
Farther Finance Advisors
California
$507 +$550 +43 New
JP Morgan Chase
125
JP Morgan Chase
New York
$436 -$35.2K -2,752 -99%