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Loar Holdings

248 hedge funds and large institutions have $5.11B invested in Loar Holdings in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 109 increasing their positions, 56 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.03M
Puts
$4.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
226
Fortitude Family Office
Arizona
$974
EWA
227
EverSource Wealth Advisors
Alabama
$973
QWM
228
Quaker Wealth Management
New Jersey
$860
KFAS
229
Keating Financial Advisory Services
Kansas
$745
PFBT
230
Parkside Financial Bank & Trust
Missouri
$573
PWPS
231
Pinnacle Wealth Planning Services
Ohio
$458
JWA
232
JFS Wealth Advisors
Pennsylvania
$402
UB
233
UMB Bank
Missouri
$401
ZBNA
234
Zions Bancorporation, National Association
Utah
$401
SWM
235
SHP Wealth Management
Massachusetts
$401
VWM
236
Vermillion Wealth Management
Minnesota
$344
WSFG
237
Wall Street Financial Group
Illinois
$229
3FI
238
3 Factor Indexing
California
$172
CH
239
Cromwell Holdings
Wyoming
$172
TFA
240
Transamerica Financial Advisors
Florida
$171
SIC
241
SJS Investment Consulting
Ohio
$115
HIA
242
HFM Investment Advisors
New Jersey
$115
RWM
243
Rialto Wealth Management
New York
$115
DF
244
Dunhill Financial
United Kingdom
$58
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$58
BHWM
246
Bay Harbor Wealth Management
Maryland
$57
HFS
247
Hughes Financial Services
Virginia
$57
CW
248
Curio Wealth
Maryland
$57
Blackstone Inc
249
Blackstone Inc
New York
Norges Bank
250
Norges Bank
Norway