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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
Holders
160
Holders Change
-22
Holders Change %
-12.09%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
73
Reduced
39
Closed
49
Calls
$8.44M
Puts
$1.08M
Net Calls
+$7.36M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
Parallel Advisors
California
$12.4K -$7.56K -107 -38%
VCM
127
Versant Capital Management
Arizona
$12.2K +$12.2K +172 New
AA
128
Ancora Advisors
Ohio
$11.9K +$11.9K +168 New
MA
129
MCF Advisors
Kentucky
$8.83K
Deutsche Bank
130
Deutsche Bank
Germany
$7.63K -$12.8M -181,773 -100%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$7.63K +$7.63K +108 New
PTC
132
Private Trust Company
Ohio
$7.14K +$1.48K +21 +26%
Comerica Bank
133
Comerica Bank
Texas
$6.99K -$4.03K -57 -37%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$5.02K +$3.25K +46 +184%
WTA
135
Washington Trust Advisors
Massachusetts
$3.96K
LC
136
Lindbrook Capital
California
$3.46K +$636 +9 +23%
S
137
SignatureFD
Georgia
$3.25K +$918 +13 +39%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$3K -$7.28K -97 -71%
TPCW
139
TD Private Client Wealth
New York
$2.97K +$1.84K +26 +163%
AF
140
Allworth Financial
California
$2.21K +$1.38K +15 +167%
AssetMark Inc
141
AssetMark Inc
California
$2.05K
SPIA
142
Steward Partners Investment Advisory
New York
$1.84K +$424 +6 +30%
BAM
143
Bellevue Asset Management
Washington
$1.48K
TWD
144
True Wealth Design
Ohio
$1.06K +$1.06K +15 New
SW
145
SVB Wealth
Massachusetts
$1.06K +$1.06K +15 New
EWA
146
EverSource Wealth Advisors
Alabama
$989 +$989 +14 New
BTI
147
Blue Trust Inc
Georgia
$989 +$989 +14 New
PS
148
Principal Securities
Iowa
$961
CFD
149
Creative Financial Designs
Indiana
$918 +$918 +13 New
LFG
150
Larson Financial Group
Missouri
$918 +$918 +13 New