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Twin Disc

79 hedge funds and large institutions have $134M invested in Twin Disc in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

7% more funds holding

Funds holding: 7479 (+5)

1.54% more ownership

Funds ownership: 59.91%61.45% (+1.5%)

7% less capital invested

Capital invested by funds: $144M → $134M (-$10.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
29
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$1.09M -$2.94K -174 -0.2%
RWM
27
Ritholtz Wealth Management
New York
$1.09M +$200K +11,835 +20%
SEI Investments
28
SEI Investments
Pennsylvania
$1.06M +$573K +33,919 +93%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$1.01M +$1.14M +67,304 New
KCM
30
Kennedy Capital Management
Missouri
$933K +$19K +1,122 +2%
NSIM
31
North Star Investment Management
Illinois
$874K +$980K +58,000 New
MIM
32
Meros Investment Management
Texas
$873K +$56.7K +3,352 +6%
RC
33
RBF Capital
California
$814K -$13.5K -800 -1%
Goldman Sachs
34
Goldman Sachs
New York
$723K +$363K +21,464 +81%
State Street
35
State Street
Massachusetts
$713K +$54.1K +3,199 +7%
Barclays
36
Barclays
United Kingdom
$684K +$523K +30,968 +214%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$668K +$240K +14,199 +47%
SC
38
Skylands Capital
Wisconsin
$621K -$50.7K -3,000 -7%
Citadel Advisors
39
Citadel Advisors
Florida
$619K +$349K +20,630 +101%
US Bancorp
40
US Bancorp
Minnesota
$610K
EI
41
EAM Investors
California
$546K -$281K -16,614 -31%
6CM
42
683 Capital Management
New York
$482K
Northern Trust
43
Northern Trust
Illinois
$446K
Two Sigma Investments
44
Two Sigma Investments
New York
$416K -$84.5K -4,998 -15%
EF
45
Empowered Funds
Pennsylvania
$404K +$453K +26,786 New
UBS Group
46
UBS Group
Switzerland
$401K +$373K +22,063 +488%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$355K +$61.6K +3,645 +18%
Morgan Stanley
48
Morgan Stanley
New York
$331K +$12K +708 +3%
SSA
49
Schonfeld Strategic Advisors
New York
$317K +$356K +21,052 New
Jane Street
50
Jane Street
New York
$308K -$402K -23,774 -54%