Taiwan Fund
TWN
29 hedge funds and large institutions have $182M invested in Taiwan Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.
12.46% more ownership
Funds ownership: 73.18% → 85.64% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
11% less capital invested
Capital invested by funds: $204M → $182M (-$22.8M)
15% less funds holding
Funds holding: 34 → 29 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
+$12.3M |
| 2 |
Lazard Asset Management
New York
|
+$782K |
| 3 |
QC
Quantedge Capital
Singapore
|
+$416K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$292K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.65M |
| 2 |
Nomura Asset Management
Tokyo,
Japan
|
-$1.27M |
| 3 |
LPL Financial
San Diego,
California
|
-$737K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$733K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$719K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $6.64K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$670 | +18 | +20% |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $33 | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
30
Nomura Asset Management
Tokyo,
Japan
| – | -$1.27M | -32,828 | Closed |
|
|
31
LPL Financial
San Diego,
California
| – | -$737K | -19,077 | Closed |
|
|
SA
32
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$719K | -18,495 | Closed |
|
33
Janus Henderson Group
London,
United Kingdom
| – | -$268K | -6,950 | Closed |
|
|
VF
34
Virtu Financial
New York
| – | -$216K | -5,584 | Closed |
|
35
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$206K | -5,322 | Closed |
|
36
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -138 | Closed |
|
TWN Hedge Fund Activity: Q1 2025 in Review
29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Taiwan Fund (TWN) for Q1 2025, worth a combined $182M — down 11% from $204M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TWN and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Ohio Public Employees Retirement System (OPERS), opening a new position worth an estimated $12.3M. The largest seller was 1607 Capital Partners, cutting an estimated $3.65M.
- 29 institutional investors held Taiwan Fund (TWN) as of Q1 2025, down from 34 in Q4 2024.
- Funds reported $182M of Taiwan Fund stock for Q1 2025, down 11% quarter-over-quarter.
- 2 funds opened new Taiwan Fund positions in Q1 2025 and 7 closed out, a net change of -5 holders.
- The largest Taiwan Fund buyer in Q1 2025 was Ohio Public Employees Retirement System (OPERS), an estimated $12.3M added.
- The largest Taiwan Fund seller in Q1 2025 was 1607 Capital Partners, an estimated $3.65M sold.
Based on aggregated 13F filings for Q1 2025.