Loar Holdings
LOAR
229 hedge funds and large institutions have $6.63B invested in Loar Holdings in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 58 closing their positions.
171% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $5.13M
46% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 67
0.51% more ownership
Funds ownership: 87.98% → 88.49% (+0.51%)
6% less capital invested
Capital invested by funds: $7.09B → $6.63B (-$460M)
9% less funds holding
Funds holding: 253 → 229 (-24)
40% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 58
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$302M |
| 2 |
BAMCO Inc
New York
|
+$84.7M |
| 3 |
SCM
Spyglass Capital Management
San Francisco,
California
|
+$63.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$45M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$83.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$66.9M |
| 3 |
Blackstone Inc
New York
|
-$63.4M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$57.8M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$51.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMAM
276
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$86K | -1,000 | Closed |
|
|
N
277
Natixis
Paris,
France
| – | -$69.9K | -811 | Closed |
|
|
RAM
278
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$2.76K | -32 | Closed |
|
|
OP
279
ORG Partners
Roanoke,
Indiana
| – | -$1.32K | -16 | Closed |
|
|
KIM
280
Kestra Investment Management
Austin,
Texas
| – | -$1.12K | -13 | Closed |
|
|
BIA
281
Bell Investment Advisors
Oakland,
California
| – | -$1.03K | -12 | Closed |
|
|
BIG
282
Brooklyn Investment Group
Brooklyn,
New York
| – | -$862 | -10 | Closed |
|
|
PWA
283
Physician Wealth Advisors
Midvale,
Utah
| – | -$862 | -10 | Closed |
|
|
FFO
284
Fortitude Family Office
Scottsdale,
Arizona
| – | -$517 | -6 | Closed |
|
|
IA
285
IFP Advisors
Tampa,
Florida
| – | -$172 | -2 | Closed |
|
|
PFBT
286
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$173 | -2 | Closed |
|
287
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$86 | -1 | Closed |
|
LOAR Hedge Fund Activity: Q3 2025 in Review
229 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Loar Holdings (LOAR) for Q3 2025, worth a combined $6.63B — down 6.5% from $7.09B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of LOAR and 35 opened new positions — a net loss of 23 holders — while 67 trimmed existing stakes and 98 added.
The largest buyer was Capital International Investors, adding an estimated $302M. The largest seller was Marshall Wace, cutting an estimated $83.8M.
- 229 institutional investors held Loar Holdings (LOAR) as of Q3 2025, down from 253 in Q2 2025.
- Funds reported $6.63B of Loar Holdings stock for Q3 2025, down 6.5% quarter-over-quarter.
- 35 funds opened new Loar Holdings positions in Q3 2025 and 58 closed out, a net change of -23 holders.
- The largest Loar Holdings buyer in Q3 2025 was Capital International Investors, an estimated $302M added.
- The largest Loar Holdings seller in Q3 2025 was Marshall Wace, an estimated $83.8M sold.
Based on aggregated 13F filings for Q3 2025.