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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
PFS
76
Prospera Financial Services
Texas
$3.66M +$4.3M +63,824 New
UBS AM
77
UBS AM
Illinois
$3.39M +$136K +2,012 +4%
Citigroup
78
Citigroup
New York
$3.3M -$1.01M -14,919 -21%
OAM
79
Oppenheimer Asset Management
New York
$3.22M +$281K +4,171 +8%
Ameriprise
80
Ameriprise
Minnesota
$3.17M -$883K -13,093 -19%
Renaissance Technologies
81
Renaissance Technologies
New York
$3.16M -$2.26M -33,500 -38%
MAP
82
Moody Aldrich Partners
Massachusetts
$3.05M -$35.9K -533 -1%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$3.02M +$1.07M +15,836 +43%
DFCM
84
Dark Forest Capital Management
Puerto Rico
$2.79M -$1.11M -16,436 -25%
CI
85
Capital International
California
$2.75M +$548K +8,123 +20%
CIS
86
Capital International Sarl
California
$2.74M +$667K +9,892 +26%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$2.73M +$245K +3,633 +8%
GPGA
88
Grandeur Peak Global Advisors
Utah
$2.68M -$2.17M -32,217 -41%
CFM
89
Capricorn Fund Managers
United Kingdom
$2.6M -$1.66M -24,673 -35%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.31M +$565K +8,372 +26%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$2.19M +$1.85M +27,373 +251%
CAM
92
Congress Asset Management
Massachusetts
$2.1M +$2.48M +36,701 New
TWM
93
Thrive Wealth Management
Pennsylvania
$2.07M -$335K -4,974 -12%
LTAS
94
Linden Thomas Advisory Services
North Carolina
$1.98M +$383K +5,673 +20%
EWM
95
Empirical Wealth Management
Washington
$1.93M
BMSSC
96
B. Metzler seel. Sohn & Co
Germany
$1.93M +$105K +1,562 +5%
CWM
97
Clearview Wealth Management
California
$1.55M +$1.82M +27,001 New
BMO
98
Beck Mack & Oliver
New York
$1.55M +$1.48M +22,000 +440%
VAM
99
Vanguard Asset Management
$1.48M +$1.74M +25,806 New
AC
100
AXQ Capital
New Jersey
$1.45M +$1.12M +16,680 +191%