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Loar Holdings

160 hedge funds and large institutions have $5.25B invested in Loar Holdings in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $5.5B → $5.25B (-$248M)

12% less funds holding

Funds holding: 182160 (-22)

41% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 49

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.44M
Puts
$1.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
76
Dimensional Fund Advisors
Texas
$1.23M
Treasurer of the State of North Carolina
77
Treasurer of the State of North Carolina
North Carolina
$1.13M
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.08M
SCM
79
Sterling Capital Management
North Carolina
$1.08M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$1.06M
SO
81
STRS Ohio
Ohio
$1.02M
QT
82
Quantbot Technologies
New York
$1.01M
Wells Fargo
83
Wells Fargo
California
$1.01M
VOYA Investment Management
84
VOYA Investment Management
Georgia
$992K
PFSRSONJ
85
Police & Firemen's Retirement System of New Jersey
New Jersey
$891K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$843K
EA
87
Emerald Advisers
Pennsylvania
$818K
HA
88
Huntleigh Advisors
Missouri
$811K
GPGA
89
Grandeur Peak Global Advisors
Utah
$811K
BFM
90
Boothbay Fund Management
New York
$777K
GCM
91
GoodHaven Capital Management
New Jersey
$707K
Victory Capital Management
92
Victory Capital Management
Texas
$691K
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$620K
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$605K
Citadel Advisors
95
Citadel Advisors
Florida
$601K
GT
96
Glenmede Trust
Pennsylvania
$468K
QC
97
Quadrature Capital
United Kingdom
$415K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$414K
ASRS
99
Arizona State Retirement System
Arizona
$378K
LPL Financial
100
LPL Financial
California
$365K