Tuya Inc
TUYA
76 hedge funds and large institutions have $269M invested in Tuya Inc in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
3% more funds holding
Funds holding: 74 → 76 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
0.55% less ownership
Funds ownership: 24.13% → 23.58% (-0.55%)
16% less capital invested
Capital invested by funds: $322M → $269M (-$53.2M)
75% less call options, than puts
Call options by funds: $121K | Put options by funds: $490K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$4.22M |
| 2 |
Millennium Management
New York
|
+$2.93M |
| 3 |
TC
Triata Capital
Hong Kong
|
+$2.31M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$553K |
| 5 |
Walleye Capital
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.25M |
| 2 |
CLGM
Capitolis Liquid Global Markets
New York
|
-$2.45M |
| 3 |
Morgan Stanley
New York
|
-$2.44M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$2.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2 | – | – | – |
|
|
CLGM
77
Capitolis Liquid Global Markets
New York
| – | -$2.45M | -992,500 | Closed |
|
78
Renaissance Technologies
New York
| – | -$967K | -391,700 | Closed |
|
79
Natixis Advisors
Boston,
Massachusetts
| – | -$246K | -99,764 | Closed |
|
|
VF
80
Virtu Financial
New York
| – | -$80K | -32,243 | Closed |
|
|
OAC
81
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$72.1K | -29,200 | Closed |
|
82
New York State Common Retirement Fund
Albany,
New York
| – | -$51.3K | -20,751 | Closed |
|
|
PA
83
Profund Advisors
Bethesda,
Maryland
| – | -$47K | -19,019 | Closed |
|
|
GCP
84
GSA Capital Partners
London,
United Kingdom
| – | -$45K | -18,357 | Closed |
|
|
RC
85
RBF Capital
San Francisco,
California
| – | -$36.6K | -14,800 | Closed |
|
86
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$14.9K | -6,014 | Closed |
|
|
TRCT
87
Tower Research Capital (TRC)
New York
| – | -$13.3K | -5,372 | Closed |
|
88
Osaic Holdings
Scottsdale,
Arizona
| – | -$382 | -146 | Closed |
|
TUYA Hedge Fund Activity: Q4 2025 in Review
76 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Tuya Inc (TUYA) for Q4 2025, worth a combined $269M — down 16% from $322M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TUYA positions and 12 closed out — a net gain of 3 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity International, adding an estimated $4.22M. The largest seller was JP Morgan Chase, cutting an estimated $4.25M.
- 76 institutional investors held Tuya Inc (TUYA) as of Q4 2025, up from 74 in Q3 2025.
- Funds reported $269M of Tuya Inc stock for Q4 2025, down 16% quarter-over-quarter.
- 15 funds opened new Tuya Inc positions in Q4 2025 and 12 closed out, a net change of +3 holders.
- The largest Tuya Inc buyer in Q4 2025 was Fidelity International, an estimated $4.22M added.
- The largest Tuya Inc seller in Q4 2025 was JP Morgan Chase, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2025.