Thayer Ventures Acquisition Corporation II Rights
TVAIR
36 hedge funds and large institutions have $3.27M invested in Thayer Ventures Acquisition Corporation II Rights in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 35 → 36 (+1)
12% less capital invested
Capital invested by funds: $3.71M → $3.27M (-$435K)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$108K |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$64.7K |
| 3 |
KC
Kepos Capital
New York
|
+$13.2K |
| 4 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Meteora Capital
Boca Raton,
Florida
|
-$289K |
| 2 |
HCI
Harraden Circle Investments
New York
|
-$52.9K |
| 3 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$51.2K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.29K |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$582 |
TVAIR Hedge Fund Activity: Q1 2026 in Review
36 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Thayer Ventures Acquisition Corporation II Rights (TVAIR) for Q1 2026, worth a combined $3.27M — down 12% from $3.71M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TVAIR positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was HGC Investment Management, opening a new position worth an estimated $108K. The largest seller was Meteora Capital, exiting entirely with an estimated $289K sold.
- 36 institutional investors held Thayer Ventures Acquisition Corporation II Rights (TVAIR) as of Q1 2026, up from 35 in Q4 2025.
- Funds reported $3.27M of Thayer Ventures Acquisition Corporation II Rights stock for Q1 2026, down 12% quarter-over-quarter.
- 3 funds opened new Thayer Ventures Acquisition Corporation II Rights positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest Thayer Ventures Acquisition Corporation II Rights buyer in Q1 2026 was HGC Investment Management, an estimated $108K added.
- The largest Thayer Ventures Acquisition Corporation II Rights seller in Q1 2026 was Meteora Capital, an estimated $289K sold.
Based on aggregated 13F filings for Q1 2026.