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TransDigm Group

1,071 hedge funds and large institutions have $70.6B invested in TransDigm Group in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 392 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $468M | Put options by funds: $375M

5% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 392

1.66% less ownership

Funds ownership: 96.72%95.07% (-1.7%)

3% less funds holding

Funds holding: 1,1091,071 (-38)

14% less capital invested

Capital invested by funds: $82.3B → $70.6B (-$11.7B)

17% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 121

22% less funds holding in top 10

Funds holding in top 10: 5946 (-13)

Holders
1,071
Holders Change
-38
Holders Change %
-3.43%
% of All Funds
14.06%
Holding in Top 10
46
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.03%
% of All Funds
0.6%
New
100
Increased
413
Reduced
392
Closed
121
Calls
$468M
Puts
$375M
Net Calls
+$92.2M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
326
CIBC World Market
Ontario, Canada
$5.13M +$257K +180 +5%
MFAM
327
Motley Fool Asset Management
Virginia
$5.13M +$1.45M +1,013 +35%
IMCOOI
328
Investment Management Corp of Ontario (IMCO)
Canada
$5.12M +$2.66M +1,858 +92%
N
329
Natixis
France
$5.05M -$9.14M -6,391 -62%
NPT
330
National Philanthropic Trust
Pennsylvania
$5M +$11.4K +8 +0.2%
EF
331
Empowered Funds
Pennsylvania
$4.9M +$1.13M +787 +27%
CPIG
332
Chicago Partners Investment Group
Illinois
$4.88M +$41.5K +29 +0.8%
PCIG
333
Partners Capital Investment Group
Massachusetts
$4.81M
SIC
334
Sigma Investment Counselors
Michigan
$4.74M +$31.4K +22 +0.6%
ETC
335
Exchange Traded Concepts
Oklahoma
$4.73M +$2.03M +1,418 +65%
SC
336
Scholtz & Company
Connecticut
$4.72M -$1.98M -1,384 -28%
IIM
337
INTECH Investment Management
Florida
$4.72M +$1.43M +997 +39%
Wealth Enhancement Advisory Services
338
Wealth Enhancement Advisory Services
Minnesota
$4.72M -$570K -399 -10%
MFS
339
Mirabella Financial Services
United Kingdom
$4.7M +$994K +695 +24%
NB
340
Norinchukin Bank
Japan
$4.66M +$456K +319 +10%
Bessemer Group
341
Bessemer Group
New Jersey
$4.62M +$1.09M +763 +28%
AIMCA
342
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.61M
LOAMU
343
Lombard Odier Asset Management (USA)
New York
$4.58M +$705K +493 +17%
KRS
344
Kentucky Retirement Systems
Kentucky
$4.57M -$25.7K -18 -0.5%
TF
345
Threadgill Financial
Texas
$4.57M +$14.3K +10 +0.3%
WP
346
Woodline Partners
California
$4.56M -$21.1M -14,745 -81%
Robeco Institutional Asset Management
347
Robeco Institutional Asset Management
Netherlands
$4.52M -$10.5M -7,362 -68%
UF
348
Univest Financial
Pennsylvania
$4.49M -$603K -422 -11%
CGIM
349
Capital Group Investment Management
Singapore
$4.47M +$313K +219 +7%
GKFF
350
George Kaiser Family Foundation
Oklahoma
$4.45M

TDG Hedge Fund Activity: Q3 2025 in Review

1,071 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q3 2025, worth a combined $70.6B — down 14% from $82.3B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of TDG and 100 opened new positions — a net loss of 21 holders — while 392 trimmed existing stakes and 413 added.

The largest buyer was Soroban Capital Partners, adding an estimated $808M. The largest seller was JP Morgan Chase, cutting an estimated $1.05B.

  • 1,071 institutional investors held TransDigm Group (TDG) as of Q3 2025, down from 1,109 in Q2 2025.
  • Funds reported $70.6B of TransDigm Group stock for Q3 2025, down 14% quarter-over-quarter.
  • 100 funds opened new TransDigm Group positions in Q3 2025 and 121 closed out, a net change of -21 holders.
  • The largest TransDigm Group buyer in Q3 2025 was Soroban Capital Partners, an estimated $808M added.
  • The largest TransDigm Group seller in Q3 2025 was JP Morgan Chase, an estimated $1.05B sold.

Based on aggregated 13F filings for Q3 2025.