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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
EWA
176
EverSource Wealth Advisors
Alabama
$17K
Raymond James Financial
177
Raymond James Financial
Florida
$16.6K
HI
178
Harbour Investments
Wisconsin
$13.3K
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$10K
FHA
180
First Horizon Advisors
Tennessee
$8.18K
CA
181
Clearstead Advisors
Ohio
$7.58K
SCM
182
Sterling Capital Management
North Carolina
$6.74K
SWP
183
Strategic Wealth Partners
Ohio
$6.44K
FFA
184
Farther Finance Advisors
California
$6.37K
Comerica Bank
185
Comerica Bank
Texas
$6.33K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$5.92K
AAP
187
Arax Advisory Partners
Colorado
$5.83K
AWM
188
Accredited Wealth Management
Kentucky
$5.69K
US Bancorp
189
US Bancorp
Minnesota
$4.02K
HCA
190
Harbor Capital Advisors
Illinois
$4K
BIG
191
Brooklyn Investment Group
New York
$3.12K
AssetMark Inc
192
AssetMark Inc
California
$2.35K
RIL
193
Rothschild Investment LLC
Illinois
$2.27K
SPIA
194
Steward Partners Investment Advisory
New York
$1.82K
WA
195
Whipplewood Advisors
Colorado
$1.67K
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$1.51K
TWD
197
True Wealth Design
Ohio
$1.14K
AAS
198
Ameritas Advisory Services
Nebraska
$1.14K
CAL
199
Capital Advisors Ltd
Ohio
$1K
MCM
200
MAI Capital Management
Ohio
$910