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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$80.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$43M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$23.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$19.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$40.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$22.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$20.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWP
201
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$61.7K | -835 | Closed |
|
|
SOW
202
State of Wyoming
Cheyenne,
Wyoming
| – | -$52.5K | -711 | Closed |
|
|
NEI
203
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| – | -$36.9K | -500 | Closed |
|
|
VWM
204
Venturi Wealth Management
Austin,
Texas
| – | -$4.43K | -60 | Closed |
|
|
BBHC
205
Brown Brothers Harriman & Co
New York
| – | -$4.14K | -56 | Closed |
|
|
QL
206
Quarry LP
New York
| – | -$2.66K | -36 | Closed |
|
|
MCI
207
MRP Capital Investments
Alpharetta,
Georgia
| – | -$1.85K | -25 | Closed |
|
|
RWP
208
Revolve Wealth Partners
Hackensack,
New Jersey
| – | -$5.01M | -20 | Closed |
|
209
Jones Financial Companies
Des Peres,
Missouri
| – | -$443 | -6 | Closed |
|
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.