TDG icon

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 %
TGAM
801
TBH Global Asset Management
Tennessee
$330K – – –
PL
802
Plancorp LLC
Missouri
$330K +$7.6K +5 +2%
MWM
803
Moran Wealth Management
Florida
$328K +$85.2K +56 +35%
KBFS
804
Kohmann Bosshard Financial Services
Ohio
$328K +$24.3K +16 +8%
FCG
805
Fielder Capital Group
Tennessee
$327K -$12.2K -8 -4%
BFO
806
Biltmore Family Office
North Carolina
$325K – – –
AFA
807
AA Financial Advisors
Ohio
$322K – – –
USCWA
808
U.S. Capital Wealth Advisors
Texas
$321K +$33.5K +22 +12%
IA
809
IFG Advisory
Georgia
$319K +$319K +210 New
CI
810
CX Institutional
Indiana
$319K -$4.56K -3 -1%
BCM
811
Bourgeon Capital Management
Connecticut
$318K -$92.8K -61 -23%
CCWM
812
Cassaday & Co Wealth Management
Virginia
$316K +$12.2K +8 +4%
RG
813
Rathbones Group
United Kingdom
$315K – – –
TAM
814
Tocqueville Asset Management
New York
$315K +$31.9K +21 +11%
TP
815
TenCore Partners
New York
$313K – – –
ACM
816
Advisors Capital Management
New Jersey
$313K +$15.3K +10 +5%
DWP
817
Daymark Wealth Partners
Ohio
$312K +$7.62K +5 +3%
QWP
818
Quotient Wealth Partners
Texas
$310K +$21.3K +14 +7%
LFA
819
Legacy Financial Advisors
Kentucky
$309K +$30.4K +20 +11%
PM
820
Pembroke Management
Quebec, Canada
$309K +$309K +203 New
MAM
821
Martingale Asset Management
Massachusetts
$306K +$306K +201 New
CC
822
Centiva Capital
New York
$306K +$306K +201 New
BCM
823
Berbice Capital Management
New York
$304K – – –
CI
824
Corient IA
Florida
$304K – – –
CIC
825
Carnegie Investment Counsel
Ohio
$304K – – –
31 32
33
34 35