Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TAVI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 2.2M | $23.0M | — | 18.932% | 0.72% |
| 2 | TENOR CAPITAL MANAGEMENT Co., L.P. | 1.1M | $11.5M | 0.0% | 9.478% | 0.18% |
| 3 | Polar Asset Management Partners Inc. | 960K | $10.1M | 0.0% | 8.348% | 0.23% |
| 4 | Westchester Capital Management, LLC | 680K | $7.2M | 0.0% | 5.913% | 0.34% |
| 5 | CNH PARTNERS LLC | 655K | $6.9M | -4.9% | 5.695% | 0.11% |
| 6 | Wealthspring Capital LLC | 609K | $6.4M | -1.7% | 5.298% | 1.53% |
| 7 | MIZUHO SECURITIES USA LLC | 509K | $5.3M | +66.6% | 4.427% | 0.13% |
| 8 | Vivaldi Asset Management, LLC | 500K | $5.3M | 0.0% | 4.348% | 0.28% |
| 9 | TWO SIGMA INVESTMENTS, LP | 363K | $3.8M | 0.0% | 3.152% | 0.00% |
| 10 | WHITEBOX ADVISORS LLC | 300K | $3.2M | 0.0% | 2.609% | 0.05% |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 263K | $2.8M | 0.0% | 2.283% | 0.14% |
| 12 | LINDEN ADVISORS LP | 250K | $2.6M | 0.0% | 2.174% | 0.01% |
| 13 | BERKLEY W R CORP | 217K | $2.3M | +1.9% | 1.886% | 0.12% |
| 14 | GOLDMAN SACHS GROUP INC | 214K | $2.3M | 0.0% | 1.864% | 0.00% |
| 15 | Magnetar Financial LLC | 200K | $2.1M | 0.0% | 1.739% | 0.02% |
| 16 | D. E. Shaw & Co., Inc. | 200K | $2.1M | 0.0% | 1.739% | 0.00% |
| 17 | JPMORGAN CHASE & CO | 188K | $2.0M | — | 1.633% | 0.13% |
| 18 | HIGHBRIDGE CAPITAL MANAGEMENT LLC | 188K | $2.0M | — | 1.633% | 0.13% |
| 19 | Warberg Asset Management LLC | 104K | $1.1M | 0.0% | 0.907% | 0.32% |
| 20 | Radcliffe Capital Management, L.P. | 102K | $1.1M | 0.0% | 0.884% | 0.08% |
| 21 | SONA ASSET MANAGEMENT (US) LLC | 100K | $1.1M | — | 0.870% | 0.04% |
| 22 | LMR Partners LLP | 100K | $1.1M | 0.0% | 0.870% | 0.01% |
| 23 | Bulldog Investors, LLP | 100K | $1.1M | -13.1% | 0.870% | 0.24% |
| 24 | Schonfeld Strategic Advisors LLC | 100K | $1.1M | +18.4% | 0.867% | 0.01% |
| 25 | WOLVERINE ASSET MANAGEMENT LLC | 80K | $846K | -84.4% | 0.697% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TAVI — a direct measure of their conviction.
Filings activity in TAVI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TAVI position in Q1 2026
Institutions that fully closed their TAVI position in Q1 2026
No institutional exits this quarter.
6 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 37 | +16% | 90.31% | +21.62 pp | $111M | +31% |
| Q4 2025 | 32 | 3.0% | 68.69% | 16.51 pp | $84M | 19% |
| Q3 2025 | 33 | +0.0% | 85.20% | +2.31 pp | $105M | +2.8% |
| Q2 2025 | 33 | +22% | 82.89% | +12.45 pp | $102M | +18% |
| Q1 2025 | 27 | +69% | 70.44% | +26.45 pp | $86M | +60% |
| Q4 2024 | 16 | — | 43.99% | — | $54M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TAVI stock.
Based on Q1 2026 13F filings, institutional ownership of Tavia Acquisition Corp. stands at 90.3%, held across 37 reporting institutions.
Karpus Management, Inc. is the largest reported institutional holder of TAVI, with approximately 2,177,202 shares worth $0.02B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of TAVI, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for TAVI is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in TAVI during Q1 2026, while 0 fully exited. 26 added to existing positions and 6 trimmed.
TAVI institutional ownership rose by 21.62 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 74.7% of all reported 13F value in TAVI, and the top 25 account for 97.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Tavia Acquisition Corp. (TAVI) Institutional Ownership