HUNTINGTON NATIONAL BANK has added 45,639 shares of $TSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TSM.
TAIWAN SEMICONDUCTOR MANUFACTURING Hedge Fund Activity
We have seen 1,447 institutional investors add shares of TAIWAN SEMICONDUCTOR MANUFACTURING stock to their portfolio, and 1,160 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 11,786,038 shares (+19.2%) to their portfolio in Q3 2025, for an estimated $3,291,722,553
- SANDERS CAPITAL, LLC removed 5,999,140 shares (-15.7%) from their portfolio in Q3 2025, for an estimated $1,675,499,810
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 5,612,181 shares (-35.6%) from their portfolio in Q4 2025, for an estimated $1,705,485,684
- CAPITAL WORLD INVESTORS removed 4,144,254 shares (-13.0%) from their portfolio in Q3 2025, for an estimated $1,157,448,699
- JPMORGAN CHASE & CO removed 3,887,653 shares (-13.7%) from their portfolio in Q3 2025, for an estimated $1,085,782,606
- BANK OF NEW YORK MELLON CORP removed 3,151,640 shares (-18.5%) from their portfolio in Q3 2025, for an estimated $880,221,535
- HSBC HOLDINGS PLC removed 2,797,089 shares (-67.0%) from their portfolio in Q3 2025, for an estimated $781,198,986
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TAIWAN SEMICONDUCTOR MANUFACTURING Congressional Stock Trading
Members of Congress have traded $TSM stock 16 times in the past 6 months. Of those trades, 10 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $TSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $880,000 on 01/08, 10/23, 08/15, 08/13 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 1 purchase worth up to $15,000 on 10/30 and 4 sales worth up to $145,000 on 10/31, 10/30, 10/14, 08/28.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TAIWAN SEMICONDUCTOR MANUFACTURING Analyst Ratings
Wall Street analysts have issued reports on $TSM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 01/15/2026
- Barclays issued a "Overweight" rating on 10/17/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
To track analyst ratings and price targets for TAIWAN SEMICONDUCTOR MANUFACTURING, check out Quiver Quantitative's $TSM forecast page.
TAIWAN SEMICONDUCTOR MANUFACTURING Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 5 analysts offer price targets for $TSM in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Simon Coles from Barclays set a target price of $450.0 on 01/16/2026
- Krish Sankar from TD Cowen set a target price of $370.0 on 01/16/2026
- Charles Shi from Needham set a target price of $410.0 on 01/15/2026
- Mark Li from Bernstein set a target price of $330.0 on 12/08/2025
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 10/10/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TSM ticker page for more data.
