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Twin Disc

76 hedge funds and large institutions have $119M invested in Twin Disc in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $31K | Put options by funds: $14K

60% more capital invested

Capital invested by funds: $74.6M → $119M (+$44.7M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.23% less ownership

Funds ownership: 59.71%59.48% (-0.23%)

4% less funds holding

Funds holding: 7976 (-3)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
24
Reduced
27
Closed
15
Calls
$31K
Puts
$14K
Net Calls
+$17K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
51
Central Pacific Bank - Trust Division
Hawaii
$139K
JP Morgan Chase
52
JP Morgan Chase
New York
$74.7K +$12.9K +1,193 +29%
UBS Group
53
UBS Group
Switzerland
$51.5K +$4.32K +399 +12%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$37.6K
Barclays
55
Barclays
United Kingdom
$31K +$24K +2,222 +74,067%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$27K -$3.99K -369 -16%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$12K -$243K -22,489 -96%
GI
58
GAMMA Investing
California
$8.41K
SPIA
59
Steward Partners Investment Advisory
New York
$8.36K +$6.49K +600 New
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$7.23K
TRCT
61
Tower Research Capital (TRC)
New York
$3.54K -$34.2K -3,160 -93%
OA
62
Operose Advisors
Wisconsin
$3.44K
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.94K +$1.73K +160 +314%
Citigroup
64
Citigroup
New York
$2.76K
Simplex Trading
65
Simplex Trading
Illinois
$2K -$34.1K -3,155 -95%
Optiver Holding
66
Optiver Holding
Netherlands
$1.81K +$1.41K +130 New
Osaic Holdings
67
Osaic Holdings
Arizona
$1.34K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.59K -609 -88%
IWP
69
IAG Wealth Partners
Wisconsin
$920
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$892
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$585 +$454 +42 New
EWA
72
EverSource Wealth Advisors
Alabama
$139 -$151 -14 -58%
HNB
73
Huntington National Bank
Ohio
$28 -$108K -10,000 -100%
EP
74
Essential Partners
California
$14 -$238 -22 -96%
SS
75
SBI Securities
Japan
$14 +$11 +1 New

TWIN Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q3 2025, worth a combined $119M — up 60% from $74.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TWIN and 13 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Mink Brook Asset Management, adding an estimated $2.56M. The largest seller was AMH Equity, cutting an estimated $1.45M.

  • 76 institutional investors held Twin Disc (TWIN) as of Q3 2025, down from 79 in Q2 2025.
  • Funds reported $119M of Twin Disc stock for Q3 2025, up 60% quarter-over-quarter.
  • 13 funds opened new Twin Disc positions in Q3 2025 and 15 closed out, a net change of -2 holders.
  • The largest Twin Disc buyer in Q3 2025 was Mink Brook Asset Management, an estimated $2.56M added.
  • The largest Twin Disc seller in Q3 2025 was AMH Equity, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2025.