Who owns Tavia Acquisition (TAVI)
Which tracked institutional funds hold TAVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAVI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TAVI is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 28 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAVI’s largest tracked holder by dollar value, Harraden Circle Investments, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 33 tracked filers holding TAVI, 12 increased or opened the position and 27 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAVI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 14
- Harraden Circle Investments, LLC$276M
- TENOR CAPITAL MANAGEMENT Co., L.P.$12M
- First Trust Capital Management L.P.$5M
- TWO SIGMA INVESTMENTS, LP$4M
- GLAZER CAPITAL, LLC$3M
- L1 Global Manager Pty Ltd$2M
Largest adds
- BERKLEY W R CORP$4M
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$270K
Largest trims
- Westchester Capital Management, LLC$7M
- Polar Asset Management Partners Inc.$7M
- Wealthspring Capital LLC$6M
- AQR Arbitrage LLC$5M
- WHITEBOX ADVISORS LLC$3M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 1,893,627 | $20M | 5.6% | 2026-Q2 |
| BERKLEY W R CORP added | 548,331 | $6M | 1.7% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC | 509,125 | $5M | 1.5% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 343,110 | $4M | 1.0% | 2026-Q2 |
| Polar Asset Management Partners Inc. trimmed | 300,000 | $3M | 0.9% | 2026-Q2 |
| AQR Arbitrage LLC trimmed | 218,600 | $2M | 0.6% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 105,503 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 71,525 | $764K | 0.2% | 2026-Q2 |
| Centiva Capital, LP | 50,000 | $549K | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 41,615 | $444K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. trimmed | 26,122 | $280K | 0.1% | 2026-Q2 |
| Dakota Wealth Management | 19,500 | $208K | 0.1% | 2026-Q2 |
| ABC ARBITRAGE SA | 15,654 | $167K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 11,500 | $123K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 9,874 | $105K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 6,140 | $65K | 0.0% | 2026-Q2 |
| Wealthspring Capital LLC added | 624,304 | $62K | 0.0% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 654,300 | $59K | 0.0% | 2026-Q2 |
| Shaolin Capital Management LLC added | 552,040 | $50K | 0.0% | 2026-Q2 |
| Verition Fund Management LLC | 473,600 | $43K | 0.0% | 2026-Q2 |
| Westchester Capital Management, LLC trimmed | 400,000 | $36K | 0.0% | 2026-Q2 |
| Linden Advisors LP | 250,000 | $28K | 0.0% | 2026-Q2 |
| WHITEBOX ADVISORS LLC | 300,000 | $27K | 0.0% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 296,252 | $27K | 0.0% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 262,528 | $26K | 0.0% | 2026-Q2 |
| Magnetar Financial LLC | 200,000 | $22K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 200,000 | $18K | 0.0% | 2026-Q2 |
| Periscope Capital Inc. | 50,000 | $6K | 0.0% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 50,000 | $4K | 0.0% | 2026-Q2 |
| Radcliffe Capital Management, L.P. trimmed | 37,788 | $4K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,598 | $954 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 66 | $705 | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 2,490 | $249 | 0.0% | 2026-Q2 |
| Harraden Circle Investments, LLC | 2,125,629 | $276M | 76.5% | 2026-Q1 stale (1 quarter behind) |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1,090,000 | $12M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| First Trust Capital Management L.P. | 500,000 | $5M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP | 362,500 | $4M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| GLAZER CAPITAL, LLC trimmed | 298,062 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| L1 Global Manager Pty Ltd | 200,000 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 187,782 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| METEORA CAPITAL, LLC new | 10,000 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Warberg Asset Management LLC | 104,360 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| LMR Partners LLP | 100,000 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Bulldog Investors, LLP trimmed | 100,000 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Mint Tower Capital Management B.V. | 100,000 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SONA ASSET MANAGEMENT (US) LLC new | 100,000 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| HEIGHTS CAPITAL MANAGEMENT, INC | 65,000 | $687K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 29,846 | $310K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SkyView Investment Advisors, LLC new | 10,600 | $113K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MANGROVE PARTNERS IM, LLC added | 56,411 | $583K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 10,000 | $101K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Crossingbridge Advisors, LLC | 349,999 | $4M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| CANTOR FITZGERALD, L. P. new | 75,000 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CLEAR STREET LLC (last filed 2025-Q2, 26,298 shares) reconciles to its 1 current affiliate (26,122 shares) — 0.669% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.