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Taiwan Fund (TWN) Institutional Ownership

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$48.54 +0.59 (+1.22%)
As of 10:22 AM Eastern
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Institutional Ownership Changes (13F Filings) for Taiwan Fund (NYSE:TWN)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$25.32M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$20.34M
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TWN Institutional Buying and Selling by Quarter

Taiwan Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Bank of America Corp DE1,568$70K0.0%-32.5%0.025%
8/14/2025Karpus Management Inc.91,145$4.08M0.1%+86.4%1.426%
8/14/2025Quantedge Capital Pte Ltd37,037$1.66M1.5%+2.1%0.580%
8/13/2025 Thomas J. Herzfeld Advisors Inc.63,101$2.83M1.0%-14.8%0.987%
8/12/2025 Rock Creek Group LP5,700$255K0.0%N/A0.089%
8/8/2025 City of London Investment Management Co. Ltd.2,457,652$110.13M10.2%-3.8%38.461%
8/5/2025 Shaker Financial Services LLC42,901$1.92M0.7%-0.9%0.671%
7/25/2025 Allspring Global Investments Holdings LLC688,355$30.85M0.1%-11.5%10.766%
7/23/2025 Matisse Capital84,000$3.76M1.8%+12.0%1.315%
7/15/2025 Public Employees Retirement System of Ohio313,388$14.04M0.0%-5.5%4.904%
5/28/2025 Strs Ohio70,000$2.33M0.0%N/A1.095%
5/16/20251607 Capital Partners LLC171,697$5.70M0.5%-36.4%2.685%
5/15/2025 Landscape Capital Management L.L.C.11,185$371K0.0%-12.2%0.175%
5/14/2025 Thomas J. Herzfeld Advisors Inc.74,104$2.46M0.8%+7.8%1.159%
5/9/2025 City of London Investment Management Co. Ltd.2,554,493$84.84M9.1%-0.8%39.951%
5/9/2025 Shaker Financial Services LLC43,272$1.44M0.6%+22.2%0.677%
5/9/2025 PNC Financial Services Group Inc.1,680$56K0.0%-27.4%0.026%
5/8/2025 Banque Cantonale Vaudoise25,000$830K0.0%N/A0.391%
4/24/2025 Allspring Global Investments Holdings LLC777,906$25.83M0.0%-0.6%12.166%
4/24/2025 Matisse Capital75,000$2.49M1.3%+7.1%1.173%
2/18/2025CSS LLC IL49,394$1.91M0.1%+1.5%0.580%
2/17/2025Quantedge Capital Pte Ltd25,081$969K0.4%+41.8%0.295%
2/17/2025Lazard Asset Management LLC1,111,842$42.97M0.1%-1.5%13.065%
2/17/2025Janus Henderson Group PLC6,950$268K0.0%N/A0.082%
2/17/2025 Cetera Investment Advisers5,322$206K0.0%N/A0.063%
2/17/2025Almitas Capital LLC8,547$330K0.1%+12.7%0.100%
2/14/2025 Shaker Financial Services LLC35,411$1.37M0.5%+14.3%0.416%
2/13/20251607 Capital Partners LLC269,820$10.43M0.8%-16.2%3.171%
2/12/2025 Landscape Capital Management L.L.C.12,742$492K0.1%-27.8%0.150%
2/12/2025 Thomas J. Herzfeld Advisors Inc.68,717$2.66M0.9%+5.8%0.807%
2/12/2025 Nomura Asset Management Co. Ltd.32,828$1.27M0.0%N/A0.386%
2/11/2025 LPL Financial LLC19,077$737K0.0%N/A0.224%
2/11/2025 Virtu Financial LLC5,584$216K0.0%N/A0.066%
2/7/2025 PNC Financial Services Group Inc.2,315$89K0.0%-23.1%0.027%
2/7/2025 Blue Bell Private Wealth Management LLC2,366$91K0.0%+20.3%0.028%
1/29/2025 Allspring Global Investments Holdings LLC782,642$30.25M0.0%-3.0%9.195%
1/24/2025 Matisse Capital70,000$2.71M1.4%+1.4%0.823%
11/15/2024 Public Employees Retirement System of Ohio329,682$14.48M0.1%N/A3.874%
11/15/2024 HighTower Advisors LLC5,831$255K0.0%+5.9%0.069%
11/14/2024 Walleye Capital LLC5,013$220K0.0%N/A0.059%
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11/9/2024 Landscape Capital Management L.L.C.17,653$775K0.1%+1.3%0.207%
10/19/2024 Allspring Global Investments Holdings LLC806,488$35.43M0.1%-5.7%10.170%
9/5/2024Sanctuary Advisors LLC18,635$819K0.0%N/A0.235%
8/16/2024Almitas Capital LLC27,644$1.22M0.5%-29.7%0.325%
8/9/2024 City of London Investment Management Co. Ltd.2,738,223$120.32M10.3%+2.1%0.000%
8/3/2024 Shaker Financial Services LLC30,981$1.36M0.6%-6.9%0.391%
8/2/2024 Wolverine Asset Management LLC2,854$125K0.0%-86.6%0.000%
7/31/2024 Rothschild Investment LLC1,192$52K0.0%N/A0.000%
7/30/2024 Matisse Capital69,000$3.03M1.5%+6.2%0.000%
7/26/2024 Allspring Global Investments Holdings LLC854,886$37.56M0.1%+2.0%0.000%
5/15/2024Lazard Asset Management LLC1,244,553$49.31M0.1%+4.3%16.661%
5/10/2024 City of London Investment Management Co. Ltd.2,682,949$106.30M8.8%-1.3%35.916%
5/1/2024 Matisse Capital65,000$2.58M1.2%+1.8%0.000%
4/30/2024 Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%11.215%
4/18/2024 Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%0.000%
4/10/2024 Banque Cantonale Vaudoise25,000$991K0.0%N/A0.000%
2/15/2024Bulldog Investors LLP230,999$7.97M2.6%+1.6%0.000%
2/13/2024Karpus Management Inc.119,693$4.14M0.1%+4.2%0.000%
2/13/20241607 Capital Partners LLC662,740$22.92M1.6%+1.0%0.000%
2/9/2024 City of London Investment Management Co. Ltd.2,718,783$94.04M7.7%-2.9%0.000%
2/8/2024 Matisse Capital63,851$2.21M1.2%+41.9%0.000%
2/1/2024 Wolverine Asset Management LLC7,683$266K0.0%+444.1%0.103%
1/25/2024 Allspring Global Investments Holdings LLC849,699$29.39M0.0%-4.6%11.375%
1/25/2024 Blue Bell Private Wealth Management LLC1,346$47K0.0%+159.8%0.018%
11/21/2023Almitas Capital LLC78,924$2.37M1.1%+18.8%1.057%
11/15/20231607 Capital Partners LLC656,003$19.67M1.5%+1.4%8.782%
11/14/2023Lazard Asset Management LLC1,186,680$35.58M0.0%-0.6%15.886%
11/14/2023 Hudson Portfolio Management LLC9,808$294K0.3%-3.2%0.131%
11/13/2023 Wolverine Asset Management LLC1,412$42K0.0%N/A0.019%
11/9/2023 City of London Investment Management Co. Ltd.2,799,375$83.93M7.3%-5.6%37.475%
11/9/2023Karpus Management Inc.114,880$3.44M0.1%-1.6%1.538%
11/8/2023 Landscape Capital Management L.L.C.7,866$236K0.0%N/A0.105%
11/2/2023 Shaker Financial Services LLC33,522$1.01M0.5%-1.2%0.449%
10/27/2023 Allspring Global Investments Holdings LLC890,445$26.70M0.0%+10.7%11.920%
10/13/2023 Matisse Capital45,000$1.35M1.0%+295.9%0.602%
8/16/2023 Thomas J. Herzfeld Advisors Inc.2,387$75K0.0%+268.9%0.032%
8/14/2023CSS LLC IL60,549$1.90M0.1%+0.8%0.811%
8/11/2023Karpus Management Inc.116,734$3.66M0.1%-2.5%1.563%
8/11/2023 City of London Investment Management Co. Ltd.2,966,796$92.97M7.5%-0.7%39.716%
8/11/2023Almitas Capital LLC66,452$2.21M0.9%+22.9%0.890%
7/24/2023 Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%
7/18/2023 Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%
5/11/2023Karpus Management Inc.119,680$3.23M0.1%+0.9%1.602%
5/9/2023 Atlas Wealth LLC46,533$1.26M0.2%-2.4%0.623%
5/8/2023 Wolverine Asset Management LLC6,637$179K0.0%N/A0.089%
4/13/2023 Allspring Global Investments Holdings LLC736,296$19.85M0.0%+4.3%9.857%
2/15/2023Almitas Capital LLC55,824$1.29M0.6%+677.7%0.747%
2/14/2023CSS LLC IL59,498$1.37M0.1%+5.3%0.796%
2/14/2023 Atlas Wealth LLC47,671$1.10M0.3%N/A0.638%
2/10/2023 City of London Investment Management Co. Ltd.2,969,314$68.53M5.5%+0.2%39.750%
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1/24/2023 Matisse Capital11,366$262K0.2%N/A0.152%
1/23/2023 Allspring Global Investments Holdings LLC706,025$16.30M0.0%+15.4%9.451%
1/20/2023 Matisse Capital11,366$262K0.3%N/A0.152%
11/15/2022Karpus Management Inc.131,590$2.77M0.1%-5.0%1.762%
11/15/2022Bulldog Investors LLP227,409$4.78M1.4%-30.7%3.044%
11/15/20221607 Capital Partners LLC601,062$12.63M1.0%-2.5%8.046%
11/14/2022Almitas Capital LLC7,178$150K0.1%+67.7%0.096%
11/14/2022Lazard Asset Management LLC1,388,098$29.16M0.0%-2.3%18.582%
11/10/2022 City of London Investment Management Co. Ltd.2,963,314$62.01M5.4%+4.7%39.670%
11/10/2022 Wolverine Asset Management LLC8,880$186K0.0%+522.7%0.119%
(Data available from 1/1/2016 forward)

TWN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TWN shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Taiwan Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($110.13M), Lazard Asset Management LLC ($42.97M), Allspring Global Investments Holdings LLC ($30.85M), Public Employees Retirement System of Ohio ($14.04M), Bulldog Investors LLP ($7.97M), 1607 Capital Partners LLC ($5.70M), and Karpus Management Inc. ($4.08M).Learn more on Taiwan Fund's institutional investors.

Which institutional investors have been buying Taiwan Fund's stock?

Of the 28 institutional investors that purchased Taiwan Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Public Employees Retirement System of Ohio ($329.68K), Allspring Global Investments Holdings LLC ($103.53K), Matisse Capital ($72.63K), Strs Ohio ($70K), City of London Investment Management Co. Ltd. ($55.27K), Lazard Asset Management LLC ($51.09K), and Banque Cantonale Vaudoise ($50K).

How much institutional buying is happening at Taiwan Fund?

Institutional investors have bought a total of 613,316 shares in the last 24 months. This purchase volume represents approximately $25.32M in transactions.

Which of Taiwan Fund's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Taiwan Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($166.53K), 1607 Capital Partners LLC ($150.39K), City of London Investment Management Co. Ltd. ($116.55K), Public Employees Retirement System of Ohio ($18.30K), Lazard Asset Management LLC ($16.74K), Almitas Capital LLC ($11.65K), and Thomas J. Herzfeld Advisors Inc. ($11.00K).

How much institutional selling is happening at Taiwan Fund?

Institutional investors have sold a total of 500,084 shares in the last 24 months. This volume of shares sold represents approximately $20.34M in transactions.



This page (NYSE:TWN) was last updated on 8/15/2025 by MarketBeat.com Staff
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