Thayer Ventures Acquisition Corporation II
TVAI
43 hedge funds and large institutions have $192M invested in Thayer Ventures Acquisition Corporation II in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
5% more funds holding
Funds holding: 41 → 43 (+2)
3.18% more ownership
Funds ownership: 89.65% → 92.83% (+3.2%)
4% more capital invested
Capital invested by funds: $184M → $192M (+$8.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$3.83M |
| 2 |
MC
Meteora Capital
Boca Raton,
Florida
|
+$3.49M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$2.77M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.45M |
| 5 |
SCM
Shaolin Capital Management
Miami,
Florida
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$6.61M |
| 2 |
VF
Virtu Financial
New York
|
-$786K |
| 3 |
CS
Clear Street
New York
|
-$436K |
| 4 |
MSU
Mizuho Securities USA
New York
|
-$255K |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$229K |
TVAI Hedge Fund Activity: Q4 2025 in Review
43 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Thayer Ventures Acquisition Corporation II (TVAI) for Q4 2025, worth a combined $192M — up 4.4% from $184M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TVAI positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Logan Stone Capital, opening a new position worth an estimated $3.83M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $6.61M.
- 43 institutional investors held Thayer Ventures Acquisition Corporation II (TVAI) as of Q4 2025, up from 41 in Q3 2025.
- Funds reported $192M of Thayer Ventures Acquisition Corporation II stock for Q4 2025, up 4.4% quarter-over-quarter.
- 3 funds opened new Thayer Ventures Acquisition Corporation II positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Thayer Ventures Acquisition Corporation II buyer in Q4 2025 was Logan Stone Capital, an estimated $3.83M added.
- The largest Thayer Ventures Acquisition Corporation II seller in Q4 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $6.61M sold.
Based on aggregated 13F filings for Q4 2025.