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Loar Holdings
LOAR

161 hedge funds and large institutions have $5.3B invested in Loar Holdings in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 39 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $8.44M | Put options by funds: $1.08M

92% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 39

0.71% more ownership

Funds ownership: 79.42% → 80.13% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less capital invested

Capital invested by funds: $5.5B → $5.3B (-$202M)

12% less funds holding

Funds holding: 182 → 161 (-21)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
161
Holders Change
-21
Holders Change %
-11.54%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
75
Reduced
39
Closed
48
Calls
$8.44M
Puts
$1.08M
Net Calls
+$7.36M
Net Calls Change
-$18.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$80.8M
2
UBS Group
UBS Group
Switzerland
+$43M
3
Invesco
Invesco
Georgia
+$23.7M
4
State Street
State Street
Massachusetts
+$19.2M
5
Norges Bank
Norges Bank
Norway
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$40.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$26M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$22.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$20.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
151
Larson Financial Group
Missouri
$918 +$938 +13 New
OP
152
ORG Partners
Indiana
$713 +$721 +10 New
CA
153
Clearstead Advisors
Ohio
$707 +$721 +10 New
HCM
154
Hollencrest Capital Management
California
$424 – – –
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$376 +$361 +5 New
BIG
156
Brooklyn Investment Group
New York
$354 +$361 +5 New
SAM
157
Smartleaf Asset Management
Massachusetts
$263 – – –
Amundi
158
Amundi
France
$227 -$46.1K -639 -100%
QCG
159
Quadrant Capital Group
Ohio
$212 – – –
SS
160
SBI Securities
Japan
$71 -$144 -2 -67%
MCM
161
MV Capital Management
Maryland
$71 +$72 +1 New
BCPEMI
162
Bain Capital Public Equity Management II
Massachusetts
– -$22.9M -310,016 Closed
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
– -$19.3M -261,730 Closed
Walleye Capital
164
Walleye Capital
New York
– -$8.79M -118,892 Closed
LP
165
LMR Partners
United Kingdom
– -$5.17M -70,000 Closed
EWM
166
Empirical Wealth Management
Washington
– -$5.05M -68,372 Closed
Squarepoint
167
Squarepoint
New York
– -$4.9M -66,320 Closed
OCM
168
Ovata Capital Management
Hong Kong
– -$3.7M -50,000 Closed
PAM
169
Pamalican Asset Management
Hong Kong
– -$3.23M -43,654 Closed
NIP
170
Nicholas Investment Partners
California
– -$3.02M -40,920 Closed
SAM
171
Scopus Asset Management
New York
– -$3M -40,625 Closed
LCG
172
Lisanti Capital Growth
New York
– -$2.81M -37,976 Closed
BCPE
173
Bain Capital Public Equity
Massachusetts
– -$2.75M -37,234 Closed
Jane Street
174
Jane Street
New York
– -$2.24M -30,352 Closed
MCM
175
Moore Capital Management
New York
– -$1.65M -22,292 Closed
5 6
7
8 9

LOAR Hedge Fund Activity: Q1 2025 in Review

161 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Loar Holdings (LOAR) for Q1 2025, worth a combined $5.3B — down 3.7% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of LOAR and 28 opened new positions — a net loss of 20 holders — while 39 trimmed existing stakes and 75 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $80.8M. The largest seller was Morgan Stanley, cutting an estimated $40.4M.

  • 161 institutional investors held Loar Holdings (LOAR) as of Q1 2025, down from 182 in Q4 2024.
  • Funds reported $5.3B of Loar Holdings stock for Q1 2025, down 3.7% quarter-over-quarter.
  • 28 funds opened new Loar Holdings positions in Q1 2025 and 48 closed out, a net change of -20 holders.
  • The largest Loar Holdings buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $80.8M added.
  • The largest Loar Holdings seller in Q1 2025 was Morgan Stanley, an estimated $40.4M sold.

Based on aggregated 13F filings for Q1 2025.