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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
ACM
1
Abrams Capital Management
Massachusetts
$1.84B
Capital International Investors
2
Capital International Investors
California
$505M +$108M +1,594,581 +22%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$212M +$78.8M +1,169,086 +46%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$203M +$166M +2,465,103 +227%
WA
5
Wasatch Advisors
Utah
$201M +$29.9M +444,049 +14%
BlackRock
6
BlackRock
New York
$139M +$322K +4,776 +0.2%
State Street
7
State Street
Massachusetts
$136M +$33.8M +500,648 +27%
BAMCO Inc
8
BAMCO Inc
New York
$136M +$16.6M +246,794 +12%
UBS Group
9
UBS Group
Switzerland
$105M +$37.7M +558,607 +44%
VCM
10
Vanguard Capital Management
Pennsylvania
$105M +$123M +1,824,449 New
VPM
11
Vanguard Portfolio Management
Pennsylvania
$96M +$113M +1,676,428 New
Federated Hermes
12
Federated Hermes
Pennsylvania
$87.9M
JP Morgan Chase
13
JP Morgan Chase
New York
$64.4M +$39.7M +588,673 +102%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$62.3M +$29.6M +439,329 +68%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53.5M +$56.2M +833,626 +837%
TCM
16
TimesSquare Capital Management
New York
$53M +$2.94M +43,607 +5%
Artisan Partners
17
Artisan Partners
Wisconsin
$47.9M +$18.9M +280,892 +51%
Capital World Investors
18
Capital World Investors
California
$44.8M +$12.3M +182,769 +30%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$42.8M +$7.48M +110,864 +17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$40.8M +$1.09M +16,145 +2%
OMG
21
One Madison Group
New York
$39.8M +$472K +7,000 +1%
Morgan Stanley
22
Morgan Stanley
New York
$38.9M -$400K -5,930 -0.9%
GCM
23
Geneva Capital Management
Wisconsin
$37.9M +$20.5M +304,051 +85%
Citadel Advisors
24
Citadel Advisors
Florida
$36.5M +$24.5M +363,030 +133%
Goldman Sachs
25
Goldman Sachs
New York
$34.5M +$618K +9,157 +2%