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Turning Point Brands

207 hedge funds and large institutions have $1.28B invested in Turning Point Brands in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0% more funds holding

Funds holding: 206207 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.5M
Puts
$1.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
151
Longboard Asset Management
Arizona
$236K
VRS
152
Virginia Retirement Systems
Virginia
$235K
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$233K
Baird Financial Group
154
Baird Financial Group
Wisconsin
$220K
LFAS
155
Level Four Advisory Services
Texas
$214K
FFBTD
156
First Financial Bank - Trust Division
Ohio
$211K
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$181K
Osaic Holdings
158
Osaic Holdings
Arizona
$167K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$164K
TRCT
160
Tower Research Capital (TRC)
New York
$155K
Lazard Asset Management
161
Lazard Asset Management
New York
$139K
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
$129K
AIP
163
Ameritas Investment Partners
Nebraska
$127K
SS
164
Sunbelt Securities
Texas
$96K
SOW
165
State of Wyoming
Wyoming
$91.9K
UFF
166
USA Financial Formulas
Michigan
$88.7K
CCM
167
Copeland Capital Management
Pennsylvania
$52.3K
AB
168
Amalgamated Bank
New York
$44K
C
169
Covestor
United Kingdom
$39K
VCM
170
Versant Capital Management
Arizona
$34.7K
BFP
171
Briaud Financial Planning
Texas
$31K
VEA
172
Virtus ETF Advisers
New York
$29.4K
GI
173
GAMMA Investing
California
$24.9K
HNB
174
Huntington National Bank
Ohio
$22.4K
A
175
AlphaQuest
New York
$22K