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Turning Point Brands

223 hedge funds and large institutions have $1.81B invested in Turning Point Brands in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 207223 (+16)

7.28% more ownership

Funds ownership: 94.13%101.41% (+7.3%)

13% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 80

Holders
223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$61.6M
Puts
$14.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Strategic Wealth Partners
Ohio
$8.4K
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$8.3K
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$7.72K
AWM
204
Accredited Wealth Management
Kentucky
$7.42K
SAM
205
Smartleaf Asset Management
Massachusetts
$6.58K
US Bancorp
206
US Bancorp
Minnesota
$5.24K
AssetMark Inc
207
AssetMark Inc
California
$3.06K
DWM
208
Dogwood Wealth Management
Kansas
$2.67K
RIL
209
Rothschild Investment LLC
Illinois
$2.47K
SPIA
210
Steward Partners Investment Advisory
New York
$2.37K
TWD
211
True Wealth Design
Ohio
$1.88K
AF
212
Allworth Financial
California
$1.88K
MCM
213
MAI Capital Management
Ohio
$1.19K
CAL
214
Capital Advisors Ltd
Ohio
$1K
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$989
PFBT
216
Parkside Financial Bank & Trust
Missouri
$989
JWM
217
JPL Wealth Management
Colorado
$495
SS
218
SBI Securities
Japan
$395
CPG
219
Cornerstone Planning Group
New Jersey
$339
FFO
220
Fortitude Family Office
Arizona
$198
LFG
221
Larson Financial Group
Missouri
$198
VWM
222
Vermillion Wealth Management
Minnesota
$102
TIM
223
Tortoise Investment Management
New York
$99
NRCM
224
Northern Right Capital Management
Connecticut
SCM
225
SG Capital Management
Illinois