LOAR icon

Loar Holdings

253 hedge funds and large institutions have $7.09B invested in Loar Holdings in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 89 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+93
Holders Change %
+58.13%
% of All Funds
3.39%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.13%
New
111
Increased
89
Reduced
35
Closed
15
Calls
$17.9M
Puts
$6.38M
Net Calls
+$11.5M
Net Calls Change
+$4.18M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Private Trust Company
Ohio
$10.7K +$1.98K +23 +23%
SS
227
SBI Securities
Japan
$7.32K +$7.24K +84 +8,400%
S
228
SignatureFD
Georgia
$5.6K +$1.64K +19 +41%
TPCW
229
TD Private Client Wealth
New York
$3.36K -$259 -3 -7%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$3K -$77 -1 -3%
RAM
231
Riggs Asset Management
Pennsylvania
$2.76K +$2.76K +32 New
AssetMark Inc
232
AssetMark Inc
California
$2.5K
AF
233
Allworth Financial
California
$2.16K +$86 +1 +4%
OP
234
ORG Partners
Indiana
$1.32K +$494 +6 +60%
TWD
235
True Wealth Design
Ohio
$1.29K
SPIA
236
Steward Partners Investment Advisory
New York
$1.21K -$1.03K -12 -46%
BTI
237
Blue Trust Inc
Georgia
$1.21K
EWA
238
EverSource Wealth Advisors
Alabama
$1.21K
PS
239
Principal Securities
Iowa
$1.12K
KIM
240
Kestra Investment Management
Texas
$1.12K +$1.12K +13 New
BIA
241
Bell Investment Advisors
California
$1.04K +$1.04K +12 New
BIG
242
Brooklyn Investment Group
New York
$862 +$431 +5 +100%
PWA
243
Physician Wealth Advisors
Utah
$862 +$862 +10 New
CA
244
Clearstead Advisors
Ohio
$776 -$86 -1 -10%
HCM
245
Hollencrest Capital Management
California
$517
FFA
246
Farther Finance Advisors
California
$517 +$517 +6 New
FFO
247
Fortitude Family Office
Arizona
$517 +$517 +6 New
LFG
248
Larson Financial Group
Missouri
$431 -$690 -8 -62%
PWM
249
Parkworth Wealth Management
California
$259 +$259 +3 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$173 +$173 +2 New