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TransDigm Group
TDG

Overview Fund Activity

1,092 hedge funds and large institutions have $82.2B invested in TransDigm Group in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 463 increasing their positions, 335 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+22
Holders Change %
+2.06%
% of All Funds
14.64%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.79%
New
122
Increased
463
Reduced
335
Closed
87
Calls
$219M
Puts
$370M
Net Calls
-$151M
Net Calls Change
-$80.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$508M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
3
UBS Group
UBS Group
Switzerland
+$313M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$242M
5
NL
Nuveen LLC
North Carolina
+$235M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$714M
2
Principal Financial Group
Principal Financial Group
Iowa
-$135M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$119M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$76M
5
SP
Stockbridge Partners
Massachusetts
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
576
Neville Rodie & Shaw
New York
$1.06M – – –
EFG
577
Elm3 Financial Group
Georgia
$1.06M -$33.5K -22 -3%
TRCT
578
Tower Research Capital (TRC)
New York
$1.06M -$674K -443 -39%
CWM
579
Circle Wealth Management
New Jersey
$1.04M -$48.7K -32 -4%
NP
580
NorthRock Partners
Minnesota
$1.04M +$25.9K +17 +3%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$1.03M -$51.7K -34 -5%
CP
582
Canopy Partners
Ohio
$1.03M +$1.52K +1 +0.1%
VCA
583
Verdence Capital Advisors
Maryland
$1.02M +$74.5K +49 +8%
VFA
584
Voya Financial Advisors
Connecticut
$1.02M -$52.5K -35 -5%
MFIM
585
Mesirow Financial Investment Management
Illinois
$1.02M -$12.2K -8 -1%
MA
586
Montag & Associates
Georgia
$1.01M -$502K -330 -33%
SWM
587
SeaCrest Wealth Management
New York
$1M -$1.52K -1 -0.2%
BSI
588
Bennett Selby Investments
Maine
$998K +$24.3K +16 +3%
PCP
589
Proficio Capital Partners
Massachusetts
$995K +$100K +66 +11%
HCG
590
Haven Capital Group
California
$993K +$993K +653 New
FBFS
591
First Business Financial Services
Wisconsin
$991K – – –
CBA
592
Coastal Bridge Advisors
Connecticut
$991K +$991K +652 New
IWC
593
Integrated Wealth Concepts
Massachusetts
$985K -$407K -268 -29%
MCM
594
MAI Capital Management
Ohio
$983K +$108K +71 +12%
PAM
595
Panagora Asset Management
Massachusetts
$973K +$973K +640 New
OAM
596
Ostrum Asset Management
France
$967K -$25.9K -17 -3%
Bank Julius Baer & Co
597
Bank Julius Baer & Co
Switzerland
$966K +$966K +635 New
ADL
598
Asset Dedication LLC
California
$958K +$38K +25 +4%
RMC
599
Resources Management Corp
Connecticut
$958K +$10.6K +7 +1%
TPM
600
Triasima Portfolio Management
Quebec, Canada
$950K +$105K +69 +12%
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