TWN

Taiwan Fund
TWN

Overview Fund Activity

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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$11M
2
Lazard Asset Management
Lazard Asset Management
New York
+$698K
3
QC
Quantedge Capital
Singapore
+$372K
4
SFS
Shaker Financial Services
Virginia
+$261K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$179K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.26M
2
Nomura Asset Management
Nomura Asset Management
Japan
-$1.27M
3
LPL Financial
LPL Financial
California
-$737K
4
COLIM
City of London Investment Management
United Kingdom
-$654K
5
KIM
Karpus Investment Management
New York
-$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
COLIM
1
City of London Investment Management
United Kingdom
$84.8M -$654K -19,706 -0.8%
Lazard Asset Management
2
Lazard Asset Management
New York
$37.6M +$698K +21,028 +2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$25.8M -$157K -4,736 -0.6%
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$11M +331,685 New
1CP
5
1607 Capital Partners
Virginia
$5.7M -$3.26M -98,123 -36%
MC
6
Matisse Capital
Oregon
$2.49M +$166K +5,000 +7%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.46M +$179K +5,387 +8%
SO
8
STRS Ohio
Ohio
$2.32M – – –
CL
9
CSS LLC
Illinois
$1.66M +$23.2K +700 +1%
KIM
10
Karpus Investment Management
New York
$1.62M -$332K -10,011 -17%
SFS
11
Shaker Financial Services
Virginia
$1.44M +$261K +7,861 +22%
QC
12
Quantedge Capital
Singapore
$1.2M +$372K +11,191 +45%
SCM
13
Saba Capital Management
New York
$1.17M – – –
BCV
14
Banque Cantonale Vaudoise
Switzerland
$830K +$830K +25,000 New
LCM
15
Landscape Capital Management
New Jersey
$371K -$51.7K -1,557 -12%
HPM
16
Hudson Portfolio Management
New York
$293K -$27.9K -839 -9%
AC
17
Almitas Capital
California
$284K – – –
UBS Group
18
UBS Group
Switzerland
$163K +$148K +4,458 +997%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$78.6K – – –
Bank of America
20
Bank of America
North Carolina
$77.2K +$23K +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 -$21.1K -635 -27%
Morgan Stanley
23
Morgan Stanley
New York
$54K -$13.7K -413 -20%
RIL
24
Rothschild Investment LLC
Illinois
$39.6K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$25.2K -$2K -60 -7%
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