2,401 hedge funds and large institutions have $137B invested in TSMC in 2025 Q1 according to their latest regulatory filings, with 238 funds opening new positions, 1,076 increasing their positions, 822 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,401
Holders Change
-28
Holders Change %
-1.15%
% of All Funds
32.61%
Holding in Top 10
227
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.72%
% of All Funds
3.08%
New
238
Increased
1,076
Reduced
822
Closed
218
Calls
$9.39B
Puts
$15.5B
Net Calls
-$6.12B
Net Calls Change
+$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OPW
2001
Osprey Private Wealth
New York
$249K
DI
2002
Diligent Investors
California
$249K +$26.9K +162 +12%
QWP
2003
Quotient Wealth Partners
Texas
$248K -$19.4K -117 -7%
PMG
2004
ProVise Management Group
Florida
$248K -$45.2K -272 -15%
FMC
2005
First Merchants Corp
Indiana
$248K
GLA
2006
Great Lakes Advisors
Illinois
$247K +$247K +1,490 New
IIC
2007
Integrated Investment Consultants
Michigan
$247K -$49K -295 -17%
SMG
2008
Smart Money Group
Texas
$247K -$9.96K -60 -4%
CP
2009
Clarendon Private
Massachusetts
$247K -$498 -3 -0.2%
SFG
2010
Sunburst Financial Group
Alabama
$246K
PP
2011
Patron Partners
Texas
$246K +$48.3K +291 +24%
RFN
2012
Redwood Financial Network
Ohio
$246K +$3.49K +21 +1%
GF
2013
Gries Financial
Ohio
$246K -$45.8K -276 -16%
CA
2014
Calton & Associates
Florida
$246K +$73.7K +444 +43%
IWN
2015
Independent Wealth Network
Iowa
$245K +$69.2K +417 +39%
PFM
2016
Peak Financial Management
Massachusetts
$245K -$41.7K -251 -15%
HP
2017
Holistic Planning
Texas
$244K
TWA
2018
TCI Wealth Advisors
Arizona
$243K +$17.1K +103 +8%
LRIA
2019
Leonard Rickey Investment Advisors
Washington
$243K -$57.8K -371 -19%
RWM
2020
Revisor Wealth Management
Ohio
$242K +$242K +1,454 New
SVCP
2021
Silicon Valley Capital Partners
California
$242K +$165K +1,001 +215%
NEWAS
2022
N.E.W. Advisory Services
Wisconsin
$242K +$242K +1,459 New
VC
2023
Veery Capital
Delaware
$242K -$1.49K -9 -0.6%
PWP
2024
Pursue Wealth Partners
California
$242K +$242K +1,456 New
UWM
2025
USAdvisors Wealth Management
Minnesota
$241K +$6.79K +41 +3%