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TransDigm Group

1,105 hedge funds and large institutions have $61.2B invested in TransDigm Group in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 395 increasing their positions, 411 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less capital invested

Capital invested by funds: $71.6B → $61.2B (-$10.3B)

54% less call options, than puts

Call options by funds: $135M | Put options by funds: $292M

Holders
1,105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
801
Simplicity Wealth
New Jersey
$287K
PL
802
Plancorp LLC
Missouri
$285K
IWS
803
Integrity Wealth Solutions
Colorado
$284K
GM
804
GeoWealth Management
Illinois
$282K
FM
805
Family Management
New York
$279K
AFW
806
Avantra Family Wealth
Pennsylvania
$277K
CCMG
807
Clark Capital Management Group
Pennsylvania
$276K
HAG
808
HighPoint Advisor Group
Illinois
$276K
1W
809
1776 Wealth
Georgia
$276K
PTC
810
Private Trust Company
Ohio
$275K
OC
811
Oarsman Capital
Wisconsin
$274K
TCWA
812
Turtle Creek Wealth Advisors
Texas
$274K
TP
813
TenCore Partners
New York
$274K
FCG
814
Fielder Capital Group
Tennessee
$272K
BCM
815
Berbice Capital Management
New York
$272K
AC
816
AlphaCore Capital
California
$272K
CI
817
Conning Inc
Connecticut
$269K
PWMAG
818
Pinnacle Wealth Management Advisory Group
New Jersey
$267K
FIA
819
Foundations Investment Advisors
Arizona
$263K
FMLI
820
Fukoku Mutual Life Insurance
Japan
$261K
TBT
821
Texas Bank & Trust
Texas
$261K
HT
822
Headlands Technologies
Illinois
$260K
SPC
823
Sigma Planning Corp
Michigan
$259K
KBFS
824
Kohmann Bosshard Financial Services
Ohio
$258K
SA
825
Sovran Advisors
California
$258K