Taiwan Semiconductor Manufacturing (TSM)
Taiwan Semiconductor Manufacturing Company is the world’s largest pure‑play foundry, making cutting‑edge logic and packaging for the biggest chip designers. Its leadership in advanced process nodes ties the company’s fortunes to cycles in AI, datacenter demand and global device markets, and those dynamics have driven notable analyst activity and price volatility in recent months.
TSM also attracts heavy institutional attention and even political scrutiny: Quiver’s tracking shows large fund moves into the name alongside ongoing analyst coverage, and the stock has appeared in disclosures of congressional trading — underscoring that TSM sits at the intersection of technology demand, capital flows and geopolitics.
$TSM Hedge Fund Activity
We have seen 1,502 institutional investors add shares of $TSM stock to their portfolio, and 1,125 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
- 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
- BLACKROCK, INC. added 2,739,259 shares (+19.0%) to their portfolio in Q3 2025, for an estimated $765,047,646
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TSM Congressional Stock Trading
Members of Congress have traded $TSM stock 19 times in the past 6 months. Of those trades, 14 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $TSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 7 times. They made 3 purchases worth up to $45,000 on 10/30, 06/17, 06/09 and 4 sales worth up to $145,000 on 10/31, 10/30, 10/14, 08/28.
- REPRESENTATIVE CLEO FIELDS has traded it 9 times. They made 9 purchases worth up to $1,630,000 on 10/23, 08/15, 08/13, 08/01, 07/17, 06/25 and 0 sales.
- 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.
$TSM 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:
- Barclays issued a "Overweight" rating on 10/17/2025
- Needham issued a "Buy" rating on 10/16/2025
- Susquehanna issued a "Positive" rating on 10/10/2025
To track analyst ratings and price targets for $TSM, check out Quiver Quantitative's $TSM forecast page.
$TSM Price Targets
Multiple analysts have issued price targets for $TSM recently. We have seen 3 analysts offer price targets for $TSM in the last 6 months, with a median target of $360.0.
Here are some recent targets:
- Charles Shi from Needham set a target price of $360.0 on 10/27/2025
- Simon Coles from Barclays set a target price of $355.0 on 10/17/2025
- Mehdi Hosseini from Susquehanna set a target price of $400.0 on 10/10/2025
