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Twin Disc

74 hedge funds and large institutions have $144M invested in Twin Disc in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $119M → $144M (+$24.5M)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.43% more ownership

Funds ownership: 59.48%59.91% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 7674 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
24
Reduced
22
Closed
11
Calls
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$241K +$189K +12,227 +550%
Bank of America
52
Bank of America
North Carolina
$228K -$83K -5,358 -28%
Wells Fargo
53
Wells Fargo
California
$167K
CPBTD
54
Central Pacific Bank - Trust Division
Hawaii
$167K
Citigroup
55
Citigroup
New York
$128K +$116K +7,475 +3,775%
JP Morgan Chase
56
JP Morgan Chase
New York
$80.6K -$8.18K -528 -10%
UBS Group
57
UBS Group
Switzerland
$75.4K +$12.8K +827 +22%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$45K
GRP
59
Global Retirement Partners
California
$38.8K +$36K +2,325 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$13K -$1.13K -73 -9%
GI
61
GAMMA Investing
California
$10.1K
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$8.66K
Russell Investments Group
63
Russell Investments Group
United Kingdom
$3.52K
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$2.27K -$27.9K -1,804 -93%
Optiver Holding
65
Optiver Holding
Netherlands
$2.17K
TM
66
Torren Management
California
$1.85K +$1.72K +111 New
Osaic Holdings
67
Osaic Holdings
Arizona
$1.68K
SPIA
68
Steward Partners Investment Advisory
New York
$1.67K -$7.75K -500 -83%
Simplex Trading
69
Simplex Trading
Illinois
$1.47K -$1.01K -65 -42%
IWP
70
IAG Wealth Partners
Wisconsin
$1.1K
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$1.07K
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$701
HNB
73
Huntington National Bank
Ohio
$33
Marshall Wace
74
Marshall Wace
United Kingdom
-$378K -27,105 Closed
GCP
75
GSA Capital Partners
United Kingdom
-$363K -26,005 Closed

TWIN Hedge Fund Activity: Q4 2025 in Review

74 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q4 2025, worth a combined $144M — up 21% from $119M a quarter earlier.

Fund positioning in TWIN was balanced in Q4 2025: 11 funds opened new positions, 11 closed out, 24 added to existing stakes and 22 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $1.43M. The largest seller was Mink Brook Asset Management, cutting an estimated $808K.

  • 74 institutional investors held Twin Disc (TWIN) as of Q4 2025, down from 76 in Q3 2025.
  • Funds reported $144M of Twin Disc stock for Q4 2025, up 21% quarter-over-quarter.
  • 11 funds opened new Twin Disc positions in Q4 2025 and 11 closed out, a net change of 0 holders.
  • The largest Twin Disc buyer in Q4 2025 was Allspring Global Investments, an estimated $1.43M added.
  • The largest Twin Disc seller in Q4 2025 was Mink Brook Asset Management, an estimated $808K sold.

Based on aggregated 13F filings for Q4 2025.