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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

97% more call options, than puts

Call options by funds: $8.03M | Put options by funds: $4.07M

95% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 56

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

4.63% more ownership

Funds ownership: 90.75%95.38% (+4.6%)

3% more funds holding

Funds holding: 241248 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less capital invested

Capital invested by funds: $5.78B → $5.11B (-$664M)

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
56
Increased
109
Reduced
56
Closed
42
Calls
$8.03M
Puts
$4.07M
Net Calls
+$3.96M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
226
Fortitude Family Office
Arizona
$974 +$607 +9 +113%
EWA
227
EverSource Wealth Advisors
Alabama
$973 -$2.97K -44 -72%
QWM
228
Quaker Wealth Management
New Jersey
$860 +$1.01K +15 New
KFAS
229
Keating Financial Advisory Services
Kansas
$745 +$405 +6 +86%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$573
PWPS
231
Pinnacle Wealth Planning Services
Ohio
$458 +$540 +8 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$402 -$67 -1 -13%
UB
233
UMB Bank
Missouri
$401 +$67 +1 +17%
SWM
234
SHP Wealth Management
Massachusetts
$401 +$472 +7 New
ZBNA
235
Zions Bancorporation, National Association
Utah
$401 +$472 +7 New
VWM
236
Vermillion Wealth Management
Minnesota
$344 +$405 +6 New
WSFG
237
Wall Street Financial Group
Illinois
$229 +$270 +4 New
3FI
238
3 Factor Indexing
California
$172 +$202 +3 New
CH
239
Cromwell Holdings
Wyoming
$172 +$202 +3 New
TFA
240
Transamerica Financial Advisors
Florida
$171 +$67 +1 +50%
SIC
241
SJS Investment Consulting
Ohio
$115 -$3.98K -59 -97%
HIA
242
HFM Investment Advisors
New Jersey
$115
RWM
243
Rialto Wealth Management
New York
$115 +$67 +1 +100%
DF
244
Dunhill Financial
United Kingdom
$58
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$58 +$67 +1 New
BHWM
246
Bay Harbor Wealth Management
Maryland
$57 +$67 +1 New
CW
247
Curio Wealth
Maryland
$57 +$67 +1 New
HFS
248
Hughes Financial Services
Virginia
$57 +$67 +1 New
Blackstone Inc
249
Blackstone Inc
New York
-$241M -3,548,506 Closed
Norges Bank
250
Norges Bank
Norway
-$46.1M -677,248 Closed