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Turning Point Brands
TPB

Overview Fund Activity

206 hedge funds and large institutions have $918M invested in Turning Point Brands in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+6
Holders Change %
+3%
% of All Funds
2.8%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
35
Increased
58
Reduced
87
Closed
25
Calls
$22.1M
Puts
$3.07M
Net Calls
+$19M
Net Calls Change
+$5.89M

Top Buyers

1
CLGM
1
Capitolis Liquid Global Markets
New York
$20.8M
2
DSCM
2
Divisadero Street Capital Management
Florida
$19.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.4M
4
PCR
4
Potrero Capital Research
California
$9.92M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$29.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.16M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.92M
3
Millennium Management
3
Millennium Management
New York
$7.62M
4
BlackRock
4
BlackRock
New York
$89.4M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$7.43K -$1.61K -27 -18%
PAS
177
Point72 Asia (Singapore)
Singapore
$7K +$7K +118 New
FFA
178
Farther Finance Advisors
California
$5.03K – – –
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$4.64K +$1.13K +19 +32%
AWM
180
Accredited Wealth Management
Kentucky
$4.46K – – –
Comerica Bank
181
Comerica Bank
Texas
$4.4K -$270K -4,550 -98%
EWA
182
EverSource Wealth Advisors
Alabama
$3.75K -$357 -6 -9%
SCM
183
Sterling Capital Management
North Carolina
$3.39K -$2.44K -41 -42%
US Bancorp
184
US Bancorp
Minnesota
$3.15K – – –
BIG
185
Brooklyn Investment Group
New York
$2.44K +$116 +2 +5%
RIL
186
Rothschild Investment LLC
Illinois
$2.08K +$1.19K +20 +133%
Royal Bank of Canada
187
Royal Bank of Canada
Ontario, Canada
$2K -$33.5K -586 -94%
HCA
188
Harbor Capital Advisors
Illinois
$2K -$7.1K -149 -78%
AAP
189
Arax Advisory Partners
Colorado
$1.96K -$13.3K -223 -87%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$1.93K -$276 -5 -13%
UIC
191
Uniplan Investment Counsel
Wisconsin
$1.63K +$1.63K +27 New
FHA
192
First Horizon Advisors
Tennessee
$1.55K +$1.55K +26 New
WA
193
Whipplewood Advisors
Colorado
$1.31K +$530 +15 +68%
SAM
194
Smartleaf Asset Management
Massachusetts
$1.29K – – –
C
195
Covestor
United Kingdom
$1K -$7.55K -166 -88%
CAL
196
Capital Advisors Ltd
Ohio
$1K – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$595 +$595 +10 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$594 – – –
CIAM
199
Caitong International Asset Management
Hong Kong
$476 +$476 +8 New
AssetMark Inc
200
AssetMark Inc
California
$476 +$476 +8 New
6 7
8
9 10