TAIWAN FUND INC (TWN) Institutional Ownership Changes & 13F Activity
TAIWAN FUND INC (TWN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include City Of London Investment Management Co Ltd, Karpus Management, Inc., Wolverine Asset Management Llc, Atlas Wealth Llc, and Matisse Capital.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Sell | -3,500 | -3.1% | 110,989 | $10.67M | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Sell | -14,406 | -77.6% | 4,164 | $400.45K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Buy | +10,302 | — | 10,302 | $990.74K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +10,143 | +277.4% | 13,800 | $1.33M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -6,152 | -27.6% | 16,164 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,789 | — | 2,789 | $268.22K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +2,682 | — | 2,682 | $257.00K | Q2 2026 | Aug 14, 2026 |
| Lazard Asset Management Llc | Buy | +946 | +0.1% | 924,753 | $88.93M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +274 | +24.5% | 1,393 | $134.17K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6 | +10.0% | 66 | $6.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +12,268 | +60.9% | 32,403 | $3.12M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Sell | -11,989 | -2.4% | 481,783 | $46.33M | Q2 2026 | Aug 13, 2026 |
| Cibc Bancorp Usa Inc. | Buy | +2,866 | — | 2,866 | $275.62K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +90 | +28.2% | 409 | $39.33K | Q2 2026 | Aug 13, 2026 |
| Matisse Capital | Sell | -14,563 | -17.3% | 69,437 | $6.68M | Q2 2026 | Aug 12, 2026 |
| Hudson Portfolio Management Llc | Sell | -1,826 | -21.9% | 6,494 | $624.53K | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -1,077 | -6.3% | 15,942 | $1.53M | Q2 2026 | Aug 12, 2026 |
| First Trust Advisors Lp | Buy | +2,766 | — | 2,766 | $266.01K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Buy | +42,668 | — | 42,668 | $4.10M | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +6,021 | +14.5% | 47,520 | $4.57M | Q2 2026 | Aug 10, 2026 |
| Quantedge Capital Pte Ltd | Sell | -3,700 | -25.6% | 10,736 | $1.03M | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +910 | +30.7% | 3,870 | $372.18K | Q2 2026 | Aug 06, 2026 |
| City Of London Investment Management Co Ltd | Sell | -113,807 | -5.1% | 2,126,252 | $204.48M | Q2 2026 | Jul 31, 2026 |
| Atlas Wealth Llc | Buy | +33,993 | — | 33,993 | $3.27M | Q2 2026 | Jul 28, 2026 |
| Shaker Financial Services, Llc | Sell | -378 | -0.8% | 44,603 | $4.29M | Q2 2026 | Jul 15, 2026 |
| Karpus Management, Inc. | Sell | -75,028 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -1,680 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about TWN activity
Which institutional owners are buying TWN?
Institutional owners buying TWN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TWN activity?
"Buy" means an investor increased their reported position in TWN compared to the prior reporting period. This reflects growing exposure to TAIWAN FUND INC (TWN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TWN increasing?
Institutional interest in TWN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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