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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
TI
126
Tidal Investments
Wisconsin
$773K +$944K +13,996 New
US Bancorp
127
US Bancorp
Minnesota
$751K +$675K +10,009 +324%
CM
128
Capula Management
Cayman Islands
$719K +$846K +12,547 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$680K +$2.29K +34 +0.3%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$642K -$205K -3,046 -21%
Raymond James Financial
131
Raymond James Financial
Florida
$613K -$16.6K -246 -2%
STA
132
Summit Trail Advisors
New York
$607K +$309K +4,586 +76%
GCM
133
GoodHaven Capital Management
New Jersey
$573K
AllianceBernstein
134
AllianceBernstein
Tennessee
$554K -$98.9M -1,467,010 -99%
GT
135
Glenmede Trust
Pennsylvania
$534K -$487K -7,220 -44%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$519K +$58.9K +873 +11%
ASRS
137
Arizona State Retirement System
Arizona
$516K -$15.1K -224 -2%
CP
138
CenterBook Partners
Connecticut
$513K +$176K +2,608 +41%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$505K +$540 +8 +0.1%
Victory Capital Management
140
Victory Capital Management
Texas
$495K -$3.3K -49 -0.6%
QCM
141
Quantinno Capital Management
New York
$482K -$185K -2,739 -25%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$472K +$555K +8,235 New
VIA
143
Vanguard Investments Australia
Australia
$465K +$547K +8,108 New
LPL Financial
144
LPL Financial
California
$455K -$18.6K -276 -3%
DS
145
DRW Securities
Illinois
$437K +$514K +7,627 New
COI
146
Connable Office Inc
Michigan
$404K +$476K +7,056 New
X
147
Xponance
Pennsylvania
$395K +$61.6K +913 +15%
Capstone Investment Advisors
148
Capstone Investment Advisors
New York
$393K +$9.91K +147 +2%
AIM
149
Aigen Investment Management
New York
$370K +$435K +6,457 New
NA
150
NewEdge Advisors
Louisiana
$332K +$391K +5,798 New