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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
SCM
26
Spyglass Capital Management
California
$33.5M -$21.6M -319,998 -35%
FAM
27
Fred Alger Management
New York
$33.3M -$3.18M -47,132 -8%
ZP
28
Zimmer Partners
New York
$32.8M +$20.1M +297,500 +108%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$31.4M +$1.6M +23,677 +5%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$30.7M -$36.9M -547,893 -51%
Invesco
31
Invesco
Georgia
$26.2M +$7.26M +107,594 +31%
GGHC
32
Gilder Gagnon Howe & Co
New York
$25.3M -$1.75M -26,001 -6%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$23.6M +$9.74M +144,375 +54%
BGM
34
Burkehill Global Management
New York
$22.9M
Charles Schwab
35
Charles Schwab
California
$20.2M +$1.03M +15,222 +5%
SAM
36
Silvercrest Asset Management
New York
$19.4M +$3.22M +47,709 +16%
OAP
37
One Advisory Partners
Kansas
$16.8M
JG
38
Jain Global
New York
$16.5M +$16.9M +250,312 +655%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$15.5M +$6.08M +90,140 +50%
RP
40
Riverbridge Partners
Minnesota
$14.8M -$1.26M -18,633 -7%
VFT
41
Vanguard Fiduciary Trust
Pennsylvania
$13.3M +$15.7M +232,164 New
Cerity Partners
42
Cerity Partners
New York
$13.1M -$978K -14,502 -6%
Bank of America
43
Bank of America
North Carolina
$12.9M -$21.7M -321,338 -59%
Barclays
44
Barclays
United Kingdom
$12.8M +$2.29M +34,026 +18%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$12.8M -$392K -5,812 -3%
SEI Investments
46
SEI Investments
Pennsylvania
$12.3M +$801K +11,882 +6%
Select Equity Group
47
Select Equity Group
New York
$11.7M +$1.42M +21,107 +12%
Daiwa Securities Group
48
Daiwa Securities Group
Japan
$11.7M +$13.7M +203,400 New
GCM
49
Ghisallo Capital Management
Massachusetts
$11.5M
First Trust Advisors
50
First Trust Advisors
Illinois
$11.3M -$1.49M -22,061 -10%