Tuya Inc
TUYA
75 hedge funds and large institutions have $305M invested in Tuya Inc in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 20 closing their positions.
119% more call options, than puts
Call options by funds: $860K | Put options by funds: $393K
2.6% less ownership
Funds ownership: 27.11% → 24.51% (-2.6%)
11% less funds holding
Funds holding: 84 → 75 (-9)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
26% less capital invested
Capital invested by funds: $415M → $305M (-$109M)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$11.9M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.22M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.29M |
| 4 |
MICM
Matthews International Capital Management
San Francisco,
California
|
+$1.71M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$6.06M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.63M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.25M |
| 4 |
HM
HCEP Management
Hong Kong
|
-$3.98M |
| 5 |
Morgan Stanley
New York
|
-$3.09M |
TUYA Hedge Fund Activity: Q2 2025 in Review
75 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Tuya Inc (TUYA) for Q2 2025, worth a combined $305M — down 26% from $415M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TUYA and 11 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Fidelity International, opening a new position worth an estimated $11.9M. The largest seller was Allianz Asset Management, cutting an estimated $6.06M.
- 75 institutional investors held Tuya Inc (TUYA) as of Q2 2025, down from 84 in Q1 2025.
- Funds reported $305M of Tuya Inc stock for Q2 2025, down 26% quarter-over-quarter.
- 11 funds opened new Tuya Inc positions in Q2 2025 and 20 closed out, a net change of -9 holders.
- The largest Tuya Inc buyer in Q2 2025 was Fidelity International, an estimated $11.9M added.
- The largest Tuya Inc seller in Q2 2025 was Allianz Asset Management, an estimated $6.06M sold.
Based on aggregated 13F filings for Q2 2025.