TWIN DISC INC (TWIN): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

TWIN DISC INC (TWIN)

69 + Investors. Track Smart Money conviction in TWIN. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TWIN

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their TWIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

69 funds currently hold this stock — 91% of the 3.0-year high of 76 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

32 buying31 selling

Last quarter: 32 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 23 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new

44 out of 69 hedge funds have held TWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +20% but shares only +1% — price-driven

Value

+20%

+0%

Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

⚠️

Saturation — most institutions already know this story

3 → 13 → 23 → 12 → 8 new funds/Q

New funds entering each quarter: 13 → 23 → 12 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new

Of 69 current holders: 50 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

18 of 69 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	69	72	-4.17%
13F Shares	8M	8M	0.69%
Total Value	$140M	$116M	20.48%
New Positions	8	12	-4
Increased Positions	24	23	+1
Closed Positions	11	16	-5
Reduced Positions	20	26	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-4.17%

13F Shares

0.69%

Total Value

$140M

$116M

20.48%

New Positions

-4

Increased Positions

Closed Positions

-5

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

69 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TWIN. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of TWIN — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mink Brook Asset Management LLC	0.94%	111,216	$1.7M
2	GRACE & WHITE INC /NY	0.63%	236,122	$3.6M
3	Skylands Capital, LLC	0.08%	41,200	$621K
4	North Star Investment Management Corp.	0.05%	58,000	$874K
5	IFP Advisors, Inc	0.04%	117,989	$1.8M
6	Central Pacific Bank - Trust Division	0.02%	10,000	$151K
7	RITHOLTZ WEALTH MANAGEMENT	0.02%	72,299	$1.1M
8	Torren Management, LLC	0.00%	111	$2K
9	GAMMA Investing LLC	0.00%	603	$9K
10	IAG Wealth Partners, LLC	0.00%	66	—
11	Farther Finance Advisors, LLC	0.00%	250	$4K
12	NISA INVESTMENT ADVISORS, LLC	0.00%	64	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — TWIN DISC INC (TWIN)

What does the Smart Money Trend signal show for TWIN?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their TWIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TWIN?

Slight buying edge — 51% buying: Last quarter: 32 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TWIN holders?

Strong quality — 26% AUM from major funds: 18 of 69 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TWIN?

64% of holders stayed for 2+ years: 44 out of 69 hedge funds have held TWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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TWIN DISC INC (TWIN)

Smart Money Signals — TWIN

Selling streak — 2 quarters in a row

High ownership — 91% of 3.0Y peak

Steady growth — +6% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~8 new funds per quarter

64% of holders stayed for 2+ years

Value +20% but shares only +1% — price-driven

Saturation — most institutions already know this story

Deep conviction — 72% of holders stayed 2+ years

Strong quality — 26% AUM from major funds

Hedge Fund Ownership: TWIN

Market Analysis: TWIN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TWIN

Hedge Fund Positioning: TWIN

Statistics: TWIN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — TWIN DISC INC (TWIN)

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