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Loar Holdings

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.

New
Increased
Maintained
Reduced
Closed

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: 253229 (-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: 106 (-4)

Holders
229
Holders Change
-24
Holders Change %
-9.49%
% of All Funds
3.01%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
35
Increased
98
Reduced
67
Closed
58
Calls
$13.9M
Puts
$5.13M
Net Calls
+$8.78M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$41.1M +$16.2M +214,978 +72%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$41M +$19M +252,613 +97%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$40.8M -$497K -6,614 -1%
BGM
29
Burkehill Global Management
New York
$40M
Wellington Management Group
30
Wellington Management Group
Massachusetts
$39.7M +$37.3M +496,682 New
GGHC
31
Gilder Gagnon Howe & Co
New York
$38M +$95K +1,264 +0.3%
Bank of America
32
Bank of America
North Carolina
$31.6M -$4.53M -60,251 -13%
UBS Group
33
UBS Group
Switzerland
$27.9M +$6.04M +80,375 +30%
First Trust Advisors
34
First Trust Advisors
Illinois
$26.6M +$20.1M +267,401 +411%
Charles Schwab
35
Charles Schwab
California
$26.5M +$6.12M +81,448 +33%
SAM
36
Silvercrest Asset Management
New York
$25.4M +$3.3M +43,848 +16%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$23.8M +$21.1M +279,989 +1,627%
OAP
38
One Advisory Partners
Kansas
$23.4M
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$22.3M -$462K -6,150 -2%
AIM
40
Artemis Investment Management
United Kingdom
$22.1M +$20.7M +275,680 New
Marshall Wace
41
Marshall Wace
United Kingdom
$21.8M -$83.8M -1,113,885 -80%
Cerity Partners
42
Cerity Partners
New York
$19.4M -$2.1K -28 -0%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$19.2M -$689K -9,158 -4%
ZDA
44
Zweig-DiMenna Associates
New York
$18.6M -$2.17M -28,800 -11%
Barclays
45
Barclays
United Kingdom
$15M +$10.5M +139,166 +287%
SEI Investments
46
SEI Investments
Pennsylvania
$14.4M +$43.5K +578 +0.3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$14.3M +$5.5M +73,189 +69%
SBH
48
Segall Bryant & Hamill
Illinois
$14M +$7.36M +97,891 +127%
Northern Trust
49
Northern Trust
Illinois
$13.8M +$1.22M +16,206 +10%
Select Equity Group
50
Select Equity Group
New York
$13.4M +$7.86M +104,520 +165%

LOAR Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 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.