TPB icon

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 %
TWD
201
True Wealth Design
Ohio
$357 -$119 -2 -25%
SC
202
Stephens Consulting
Michigan
$298 +$298 +5 New
HCP
203
Hexagon Capital Partners
Arkansas
$238 – – –
FFO
204
Fortitude Family Office
Arizona
$119 – – –
VWM
205
Vermillion Wealth Management
Minnesota
$61 – – –
SS
206
SBI Securities
Japan
$59 – – –
M&T Bank
207
M&T Bank
New York
– -$3.63M -60,468 Closed
HSBC Holdings
208
HSBC Holdings
United Kingdom
– -$2.49M -41,177 Closed
Universal-Beteiligungs- und Servicegesellschaft
209
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$2.24M -37,269 Closed
EIM
210
Emmett Investment Management
New York
– -$2.18M -36,303 Closed
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.01M -16,800 Closed
WCM
212
Wedge Capital Management
North Carolina
– -$931K -15,486 Closed
KAS
213
Kestra Advisory Services
Texas
– -$626K -10,411 Closed
VIA
214
Virtus Investment Advisers
Connecticut
– -$529K -8,800 Closed
NRD
215
Nebula Research & Development
New York
– -$493K -8,198 Closed
PTC
216
Petrus Trust Company
Texas
– -$481K -8,007 Closed
MWM
217
Moran Wealth Management
Florida
– -$383K -6,368 Closed
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
– -$382K -6,349 Closed
IC
219
IEQ Capital
California
– -$368K -6,117 Closed
Nomura Holdings
220
Nomura Holdings
Japan
– -$346K -5,764 Closed
Walleye Trading
221
Walleye Trading
New York
– -$338K -5,621 Closed
SCM
222
Semanteon Capital Management
Massachusetts
– -$271K -4,513 Closed
ET
223
Entropy Technologies
New York
– -$234K -3,900 Closed
LCS
224
Levin Capital Strategies
New York
– -$212K -3,525 Closed
Baird Financial Group
225
Baird Financial Group
Wisconsin
– -$201K -3,337 Closed
6 7 8
9
10