Two Harbors Investment
204 hedge funds and large institutions have $777M invested in Two Harbors Investment in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 38 closing their positions.
76% more call options, than puts
Call options by funds: $6.05M | Put options by funds: $3.44M
10% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 67
3.4% more ownership
Funds ownership: 65.93% → 69.32% (+3.4%)
7% less funds holding
Funds holding: 220 → 204 (-16)
15% less capital invested
Capital invested by funds: $915M → $777M (-$138M)
39% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 38
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.5M |
| 2 |
Millennium Management
New York
|
+$21.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$12.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.19M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$8.45M |
| 2 |
BlackRock
New York
|
-$8.39M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.7M |
| 4 |
Two Sigma Investments
New York
|
-$6.13M |
| 5 |
Two Sigma Advisers
New York
|
-$4.62M |
TWO Hedge Fund Activity: Q2 2025 in Review
204 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q2 2025, worth a combined $777M — down 15% from $915M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of TWO and 23 opened new positions — a net loss of 15 holders — while 67 trimmed existing stakes and 74 added.
The largest buyer was Balyasny Asset Management, adding an estimated $33.5M. The largest seller was Amundi, cutting an estimated $8.45M.
- 204 institutional investors held Two Harbors Investment (TWO) as of Q2 2025, down from 220 in Q1 2025.
- Funds reported $777M of Two Harbors Investment stock for Q2 2025, down 15% quarter-over-quarter.
- 23 funds opened new Two Harbors Investment positions in Q2 2025 and 38 closed out, a net change of -15 holders.
- The largest Two Harbors Investment buyer in Q2 2025 was Balyasny Asset Management, an estimated $33.5M added.
- The largest Two Harbors Investment seller in Q2 2025 was Amundi, an estimated $8.45M sold.
Based on aggregated 13F filings for Q2 2025.