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TWN

Taiwan Fund
TWN

32 hedge funds and large institutions have $305M invested in Taiwan Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $270M → $305M (+$34.2M)

3% more funds holding

Funds holding: 31 → 32 (+1)

0.85% more ownership

Funds ownership: 79.16% → 80% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
5
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$1.12M
2
Morgan Stanley
Morgan Stanley
New York
+$1.11M
3
SFS
Shaker Financial Services
Virginia
+$340K
4
XT
XTX Topco
Cayman Islands
+$220K
5
RC
Rahlfs Capital
Texas
+$211K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$12M
2
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$11.1M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.48M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.06M
5
COLIM
City of London Investment Management
United Kingdom
-$775K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$147M -$775K -12,876 -0.6%
Lazard Asset Management
2
Lazard Asset Management
New York
$60.7M -$12M -199,223 -18%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$32.5M -$1.06M -17,603 -3%
SCM
4
Saba Capital Management
New York
$14.9M – – –
1CP
5
1607 Capital Partners
Virginia
$7.53M -$334K -5,543 -5%
Ohio Public Employees Retirement System (OPERS)
6
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.1M -$11.1M -184,562 -63%
MC
7
Matisse Capital
Oregon
$5.52M – – –
KIM
8
Karpus Investment Management
New York
$4.93M -$161K -2,672 -3%
SO
9
STRS Ohio
Ohio
$4.6M – – –
RCG
10
Rock Creek Group
District of Columbia
$4.35M – – –
SFS
11
Shaker Financial Services
Virginia
$2.96M +$340K +5,648 +14%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$2.73M -$2.48M -41,167 -50%
BCV
13
Banque Cantonale Vaudoise
Switzerland
$1.64M – – –
CL
14
CSS LLC
Illinois
$1.47M -$565K -9,391 -30%
Morgan Stanley
15
Morgan Stanley
New York
$1.32M +$1.11M +18,510 +1,139%
AC
16
Almitas Capital
California
$1.22M +$1.12M +18,570 New
EPW
17
Evolve Private Wealth
California
$1.12M -$6.2K -103 -0.6%
QC
18
Quantedge Capital
Singapore
$949K +$60.2K +1,000 +7%
HPM
19
Hudson Portfolio Management
New York
$547K – – –
LSC
20
Logan Stone Capital
Illinois
$319K – – –
XT
21
XTX Topco
Cayman Islands
$240K +$220K +3,657 New
RC
22
Rahlfs Capital
Texas
$230K +$211K +3,500 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$195K +$27.1K +450 +18%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$110K – – –
RIL
25
Rothschild Investment LLC
Illinois
$78.4K – – –
1
2

TWN Hedge Fund Activity: Q1 2026 in Review

32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2026, worth a combined $305M — up 13% from $270M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TWN positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Almitas Capital, opening a new position worth an estimated $1.12M. The largest seller was Lazard Asset Management, cutting an estimated $12M.

  • 32 institutional investors held Taiwan Fund (TWN) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $305M of Taiwan Fund stock for Q1 2026, up 13% quarter-over-quarter.
  • 3 funds opened new Taiwan Fund positions in Q1 2026 and 1 closed out, a net change of +2 holders.
  • The largest Taiwan Fund buyer in Q1 2026 was Almitas Capital, an estimated $1.12M added.
  • The largest Taiwan Fund seller in Q1 2026 was Lazard Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2026.