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TWN

Taiwan Fund

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.

New
Increased
Maintained
Reduced
Closed

12.46% more ownership

Funds ownership: 73.18%85.64% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (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: 3429 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$84.8M -$733K -19,706 -0.8%
Lazard Asset Management
2
Lazard Asset Management
New York
$37.6M +$782K +21,028 +2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$25.8M -$176K -4,736 -0.6%
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$12.3M +331,685 New
1CP
5
1607 Capital Partners
Virginia
$5.7M -$3.65M -98,123 -36%
MC
6
Matisse Capital
Oregon
$2.49M +$186K +5,000 +7%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.46M +$200K +5,387 +8%
SO
8
STRS Ohio
Ohio
$2.32M
CL
9
CSS LLC
Illinois
$1.66M +$26K +700 +1%
KIM
10
Karpus Investment Management
New York
$1.62M -$372K -10,011 -17%
SFS
11
Shaker Financial Services
Virginia
$1.44M +$292K +7,861 +22%
QC
12
Quantedge Capital
Singapore
$1.2M +$416K +11,191 +45%
SCM
13
Saba Capital Management
New York
$1.17M
BCV
14
Banque Cantonale Vaudoise
Switzerland
$830K +$930K +25,000 New
LCM
15
Landscape Capital Management
New Jersey
$371K -$57.9K -1,557 -12%
HPM
16
Hudson Portfolio Management
New York
$293K -$31.2K -839 -9%
AC
17
Almitas Capital
California
$284K
UBS Group
18
UBS Group
Switzerland
$163K +$166K +4,458 +997%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$78.6K
Bank of America
20
Bank of America
North Carolina
$77.2K +$25.8K +694 +43%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$57.7K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$55.8K -$23.6K -635 -27%
Morgan Stanley
23
Morgan Stanley
New York
$54K -$15.4K -413 -20%
RIL
24
Rothschild Investment LLC
Illinois
$39.6K
Osaic Holdings
25
Osaic Holdings
Arizona
$25.2K -$2.23K -60 -7%

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.