Two Harbors Investment
229 hedge funds and large institutions have $911M invested in Two Harbors Investment in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 36 closing their positions.
58% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 36
16% more capital invested
Capital invested by funds: $784M → $911M (+$127M)
7% more funds holding
Funds holding: 215 → 229 (+14)
4.41% more ownership
Funds ownership: 71.69% → 76.11% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less call options, than puts
Call options by funds: $17.6M | Put options by funds: $17.7M
8% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGCM
Sand Grove Capital Management
London,
United Kingdom
|
+$34.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.8M |
| 3 |
TAL
TIG Advisors LLC
New York
|
+$15.4M |
| 4 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$11.7M |
| 5 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$24.9M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$18.6M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$17.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$12.6M |
TWO Hedge Fund Activity: Q1 2026 in Review
229 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q1 2026, worth a combined $911M — up 16% from $784M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new TWO positions and 36 closed out — a net gain of 21 holders — while 65 added to existing stakes and 71 trimmed.
The largest buyer was Sand Grove Capital Management, opening a new position worth an estimated $34.7M. The largest seller was Marshall Wace, cutting an estimated $24.9M.
- 229 institutional investors held Two Harbors Investment (TWO) as of Q1 2026, up from 215 in Q4 2025.
- Funds reported $911M of Two Harbors Investment stock for Q1 2026, up 16% quarter-over-quarter.
- 57 funds opened new Two Harbors Investment positions in Q1 2026 and 36 closed out, a net change of +21 holders.
- The largest Two Harbors Investment buyer in Q1 2026 was Sand Grove Capital Management, an estimated $34.7M added.
- The largest Two Harbors Investment seller in Q1 2026 was Marshall Wace, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2026.