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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
ASN
201
Advisory Services Network
Georgia
$10K +$11.8K +175 New
WTC
202
WhitTier Trust Company
Nevada
$8.77K
LFG
203
Larson Financial Group
Missouri
$8.08K +$7.28K +108 +327%
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$7.85K -$1.62K -24 -15%
MCM
205
MAI Capital Management
Ohio
$7.79K +$8.43K +125 +1,136%
SVCP
206
Silicon Valley Capital Partners
California
$7.62K +$8.97K +133 New
MA
207
MCF Advisors
Kentucky
$7.56K +$5.73K +85 +181%
IAIM
208
International Assets Investment Management
Florida
$6.2K
BIAS
209
Beacon Investment Advisory Services
New Jersey
$5.73K +$6.74K +100 New
S
210
SignatureFD
Georgia
$5.21K +$6.14K +91 New
AF
211
Allworth Financial
California
$4.64K +$3.78K +56 +224%
SPIA
212
Steward Partners Investment Advisory
New York
$4.53K -$15.8K -235 -75%
JFA
213
JNBA Financial Advisors
Minnesota
$4.07K +$4.79K +71 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.15K -$2.77K -41 -43%
VCM
215
Versant Capital Management
Arizona
$2.92K -$8.16K -121 -70%
RFP
216
Root Financial Partners
California
$2.81K +$1.21K +18 +58%
BWL
217
Bogart Wealth LLC
Virginia
$2.35K +$2.77K +41 New
TPCW
218
TD Private Client Wealth
New York
$2.23K
CFO
219
CVA Family Office
Colorado
$1.95K +$2.29K +34 New
RIAS
220
Rachor Investment Advisory Services
Michigan
$1.83K
AssetMark Inc
221
AssetMark Inc
California
$1.66K
RF
222
Rossby Financial
Florida
$1.52K +$944 +14 +117%
SS
223
SBI Securities
Japan
$1.43K
EWP
224
Elevation Wealth Partners
California
$1.2K +$1.42K +21 New
RCM
225
Raleigh Capital Management
North Carolina
$1.09K +$1.28K +19 New