Thayer Ventures Acquisition Corporation II
TVAI
49 hedge funds and large institutions have $202M invested in Thayer Ventures Acquisition Corporation II in 2026 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1% more capital invested
Capital invested by funds: $200M → $202M (+$2.18M)
0.03% more ownership
Funds ownership: 95.54% → 95.57% (+0.03%)
0% more funds holding
Funds holding: 49 → 49 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSU
Mizuho Securities USA
New York
|
+$3.97M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.01M |
| 3 |
HCM
Highbridge Capital Management
New York
|
+$673K |
| 4 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$562K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$33.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Meteora Capital
Boca Raton,
Florida
|
-$5.19M |
| 2 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$835K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$159K |
| 4 |
GCL
Glazer Capital LLC
New York
|
-$17.5K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$17.2K |
TVAI Hedge Fund Activity: Q2 2026 in Review
49 of the 8,329 institutional investors tracked by Wall St. Rank reported a position in Thayer Ventures Acquisition Corporation II (TVAI) for Q2 2026, worth a combined $202M — up 1.1% from $200M a quarter earlier.
Fund positioning in TVAI was balanced in Q2 2026: 0 funds opened new positions, 0 closed out, 7 added to existing stakes and 6 trimmed.
The largest buyer was Mizuho Securities USA, adding an estimated $3.97M. The largest seller was Meteora Capital, cutting an estimated $5.19M.
- 49 institutional investors held Thayer Ventures Acquisition Corporation II (TVAI) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $202M of Thayer Ventures Acquisition Corporation II stock for Q2 2026, up 1.1% quarter-over-quarter.
- 0 funds opened new Thayer Ventures Acquisition Corporation II positions in Q2 2026 and 0 closed out.
- The largest Thayer Ventures Acquisition Corporation II buyer in Q2 2026 was Mizuho Securities USA, an estimated $3.97M added.
- The largest Thayer Ventures Acquisition Corporation II seller in Q2 2026 was Meteora Capital, an estimated $5.19M sold.
Based on aggregated 13F filings for Q2 2026.