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Loar Holdings

LOAR

Market cap $6.74B

241 hedge funds and large institutions have $5.78B invested in Loar Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 44 closing their positions.

New

Increased

Maintained

Reduced

Closed

203% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $1.11M

34% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 44

5% more funds holding

Funds holding: 229 → 241 (+12)

2.26% more ownership

Funds ownership: 88.49% → 90.75% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

13% less capital invested

Capital invested by funds: $6.63B → $5.78B (-$850M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders

241

Holders Change

+12

Holders Change %

+5.24%

% of All Funds

2.93%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-33.33%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$3.37M

Puts

$1.11M

Net Calls

+$2.26M

Net Calls Change

-$6.52M

Top Buyers

1	Capital International Investors Los Angeles, California	+$201M
2	UBS Group Zurich, Switzerland	+$67.7M
3	T. Rowe Price Investment Management Baltimore, Maryland	+$51.9M
4	Wellington Management Group Boston, Massachusetts	+$42.8M
5	WA Wasatch Advisors Salt Lake City, Utah	+$33M

Top Sellers

1	Blackstone Inc New York	-$240M
2	BlackRock New York	-$71.6M
3	GCM Ghisallo Capital Management Boston, Massachusetts	-$40.1M
4	Fidelity Investments Boston, Massachusetts	-$29.7M
5	Lord, Abbett & Co Jersey City, New Jersey	-$22.4M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 JP Morgan Chase New York	$39.2M	+$4.57M	+62,698	+12%
27	27 Artisan Partners Milwaukee, Wisconsin	$37.8M	-$4.15M	-56,873	-9%
28	28 Bank of America Charlotte, North Carolina	$37.1M	+$11M	+150,878	+38%
29	29 VOYA Investment Management Atlanta, Georgia	$35.7M	+$16.6M	+227,770	+77%
30	GGHC 30 Gilder Gagnon Howe & Co New York	$31.7M	-$608K	-8,335	-2%
31	BGM 31 Burkehill Global Management New York	$27.2M	-$7.29M	-100,000	-20%
32	GCM 32 Geneva Capital Management Milwaukee, Wisconsin	$24.3M	+$26.1M	+358,067	New
33	33 Invesco Atlanta, Georgia	$23.8M	-$20.2M	-277,169	-44%
34	34 Charles Schwab San Francisco, California	$23M	+$429K	+5,890	+2%
35	OAP 35 One Advisory Partners Overland Park, Kansas	$19.9M	–	–	–
36	SAM 36 Silvercrest Asset Management New York	$19.8M	-$1.87M	-25,602	-8%
37	AIM 37 Artemis Investment Management Edinburgh, United Kingdom	$19.1M	+$378K	+5,191	+2%
38	RP 38 Riverbridge Partners Minneapolis, Minnesota	$18.8M	+$20.2M	+277,049	New
39	ZP 39 Zimmer Partners New York	$18.7M	+$10.6M	+145,000	+112%
40	40 Citadel Advisors Miami, Florida	$18.6M	+$16.9M	+231,781	+553%
41	41 Janus Henderson Group London, United Kingdom	$18.2M	-$785K	-10,764	-4%
42	42 Cerity Partners New York	$16.5M	+$1.46K	+20	+0%
43	43 Loomis, Sayles & Company Boston, Massachusetts	$15.5M	-$812K	-11,142	-5%
44	44 First Trust Advisors Wheaton, Illinois	$14.9M	-$8.29M	-113,639	-34%
45	45 Fidelity Investments Boston, Massachusetts	$14.6M	-$29.7M	-407,311	-65%
46	46 Lord, Abbett & Co Jersey City, New Jersey	$13.8M	-$22.4M	-306,726	-60%
47	47 SEI Investments Oaks, Pennsylvania	$13.8M	+$1.63M	+22,381	+12%
48	GCM 48 Ghisallo Capital Management Boston, Massachusetts	$13.6M	-$40.1M	-550,000	-73%
49	49 Northern Trust Chicago, Illinois	$13.5M	+$1.91M	+26,165	+15%
50	50 Barclays London, United Kingdom	$12.9M	+$192K	+2,636	+1%