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TVAI

Thayer Ventures Acquisition Corporation II
TVAI

49 hedge funds and large institutions have $200M invested in Thayer Ventures Acquisition Corporation II in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

14% more funds holding

Funds holding: 43 → 49 (+6)

2.71% more ownership

Funds ownership: 92.83% → 95.54% (+2.7%)

4% more capital invested

Capital invested by funds: $192M → $200M (+$7.54M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
HGC Investment Management
Ontario, Canada
+$5.35M
2
HCM
Highbridge Capital Management
New York
+$1.89M
3
SAMU
SONA Asset Management (US)
New York
+$1.86M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$275K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$257K

Top Sellers

Rank Fund Capital Flow
1
PC
Periscope Capital
Ontario, Canada
-$1.14M
2
MSU
Mizuho Securities USA
New York
-$862K
3
Verition Fund Management
Verition Fund Management
Connecticut
-$603K
4
WAM
Wolverine Asset Management
Illinois
-$601K
5
MC
Meteora Capital
Florida
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1
Linden Advisors
New York
$17.9M – – –
AC
2
Aristeia Capital
Connecticut
$11.5M – – –
MC
3
Meteora Capital
Florida
$11.3M -$568K -55,773 -5%
TCM
4
Tenor Capital Management
New York
$10.2M – – –
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$9.19M – – –
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$8.95M – – –
AIMCA
7
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.16M – – –
Millennium Management
8
Millennium Management
New York
$7.15M – – –
AA
9
AQR Arbitrage
Connecticut
$6.52M -$320K -31,463 -5%
Two Sigma Investments
10
Two Sigma Investments
New York
$6.46M – – –
Verition Fund Management
11
Verition Fund Management
Connecticut
$6.41M -$603K -59,171 -9%
GCL
12
Glazer Capital LLC
New York
$5.95M -$91.6K -8,999 -2%
KIM
13
Karpus Investment Management
New York
$5.54M +$203K +19,975 +4%
WAM
14
Wolverine Asset Management
Illinois
$5.43M -$601K -58,973 -10%
RCM
15
Radcliffe Capital Management
Pennsylvania
$5.38M – – –
WCMNY
16
Westchester Capital Management (New York)
New York
$5.37M – – –
HIM
17
HGC Investment Management
Ontario, Canada
$5.36M +$5.35M +525,000 New
WRBC
18
W.R. Berkley Corp
Connecticut
$4.75M – – –
SCM
19
Shaolin Capital Management
Florida
$4.68M +$4.64K +456 +0.1%
MP
20
Mangrove Partners
Connecticut
$4.59M – – –
RCM
21
Rivernorth Capital Management
Florida
$4.06M – – –
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.97M – – –
LSC
23
Logan Stone Capital
Illinois
$3.92M +$37.1K +3,640 +1%
Hudson Bay Capital Management
24
Hudson Bay Capital Management
Connecticut
$3.84M – – –
MF
25
Magnetar Financial
Illinois
$3.57M – – –
1
2

TVAI Hedge Fund Activity: Q1 2026 in Review

49 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Thayer Ventures Acquisition Corporation II (TVAI) for Q1 2026, worth a combined $200M — up 3.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TVAI positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was HGC Investment Management, opening a new position worth an estimated $5.35M. The largest seller was Periscope Capital, cutting an estimated $1.14M.

  • 49 institutional investors held Thayer Ventures Acquisition Corporation II (TVAI) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $200M of Thayer Ventures Acquisition Corporation II stock for Q1 2026, up 3.9% quarter-over-quarter.
  • 8 funds opened new Thayer Ventures Acquisition Corporation II positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest Thayer Ventures Acquisition Corporation II buyer in Q1 2026 was HGC Investment Management, an estimated $5.35M added.
  • The largest Thayer Ventures Acquisition Corporation II seller in Q1 2026 was Periscope Capital, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2026.