Two Harbors Investment
TWO
TWO was delisted on the 24th of August, 2026.
232 hedge funds and large institutions have $1.02B invested in Two Harbors Investment in 2026 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 61 reducing their positions, and 34 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
49% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 61
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
12% more capital invested
Capital invested by funds: $911M → $1.02B (+$107M)
2.07% more ownership
Funds ownership: 76.11% → 78.18% (+2.1%)
1% more funds holding
Funds holding: 229 → 232 (+3)
79% less call options, than puts
Call options by funds: $6.13M | Put options by funds: $29.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGCM
Sand Grove Capital Management
London,
United Kingdom
|
+$16.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.1M |
| 3 |
Squarepoint
New York
|
+$15.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$13.7M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.2M |
| 2 |
TAL
TIG Advisors LLC
New York
|
-$15.7M |
| 3 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
-$12.4M |
| 4 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
-$11.9M |
| 5 |
Barclays
London,
United Kingdom
|
-$8.65M |
TWO Hedge Fund Activity: Q2 2026 in Review
232 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q2 2026, worth a combined $1.02B — up 12% from $911M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new TWO positions and 34 closed out — a net gain of 6 holders — while 91 added to existing stakes and 61 trimmed.
The largest buyer was Sand Grove Capital Management, adding an estimated $16.8M. The largest seller was Balyasny Asset Management, cutting an estimated $52.2M.
- 232 institutional investors held Two Harbors Investment (TWO) as of Q2 2026, up from 229 in Q1 2026.
- Funds reported $1.02B of Two Harbors Investment stock for Q2 2026, up 12% quarter-over-quarter.
- 40 funds opened new Two Harbors Investment positions in Q2 2026 and 34 closed out, a net change of +6 holders.
- The largest Two Harbors Investment buyer in Q2 2026 was Sand Grove Capital Management, an estimated $16.8M added.
- The largest Two Harbors Investment seller in Q2 2026 was Balyasny Asset Management, an estimated $52.2M sold.
Based on aggregated 13F filings for Q2 2026.