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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 %
ICP
751
Interchange Capital Partners
Pennsylvania
$422K +$22.8K +15 +6%
FHC
752
First Heartland Consultants
Missouri
$422K – – –
EWA
753
EverSource Wealth Advisors
Alabama
$421K +$27.4K +18 +7%
Acadian Asset Management
754
Acadian Asset Management
Massachusetts
$420K +$6.07K +4 +1%
IA
755
IFC Advisors
California
$420K +$13.7K +9 +3%
VFA
756
Valeo Financial Advisors
Indiana
$419K -$36.4K -24 -8%
LWCFA
757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$415K -$44.1K -29 -10%
MC
758
Moors & Cabot
Massachusetts
$415K -$39.5K -26 -9%
CWM
759
Congress Wealth Management
Massachusetts
$414K +$30.5K +20 +8%
Fisher Asset Management
760
Fisher Asset Management
Washington
$404K -$18.3K -12 -4%
UAS
761
United Asset Strategies
New York
$402K – – –
EWM
762
Empirical Wealth Management
Washington
$400K +$38K +25 +11%
NAS
763
NWF Advisory Services
California
$392K +$392K +258 New
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$391K +$10.6K +7 +3%
FMLI
765
Fukoku Mutual Life Insurance
Japan
$389K -$24.3K -16 -6%
FB
766
Fulton Bank
Pennsylvania
$386K +$12.2K +8 +3%
VAG
767
VisionPoint Advisory Group
Texas
$385K +$125K +82 +48%
WA
768
Waverly Advisors
Alabama
$382K +$19.8K +13 +5%
LMKC
769
L.M. Kohn & Company
Ohio
$380K – – –
IWS
770
Integrity Wealth Solutions
Colorado
$379K – – –
PWM
771
Perigon Wealth Management
California
$378K +$28.9K +19 +8%
LAM
772
L2 Asset Management
Massachusetts
$377K +$25.9K +17 +7%
MM
773
MQS Management
New York
$377K +$377K +248 New
JSW
774
Journey Strategic Wealth
New Jersey
$375K +$375K +247 New
GWS
775
Greykasell Wealth Strategies
California
$375K +$177K +116 +89%
29 30
31
32 33