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.
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
Top Buyers
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$1.12M |
| 2 |
Morgan Stanley
New York
|
+$1.11M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$340K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$220K |
| 5 |
RC
Rahlfs Capital
Lake Kiowa,
Texas
|
+$211K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $73.6K | +$3.73K | +62 | +6% |
|
27
UBS Group
Zurich,
Switzerland
| $21K | -$186K | -3,083 | -91% |
|
|
AA
28
Ancora Advisors
Cleveland,
Ohio
| $13.1K | – | – | – |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $4.15K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | -$3.07K | -51 | -46% |
|
31
AssetMark Inc
Concord,
California
| $263 | – | – | – |
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $66 | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $7 | – | – | – |
|
34
Bank of America
Charlotte,
North Carolina
| – | -$8.86K | -166 | Closed |
|
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.