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TransDigm Group

1,065 hedge funds and large institutions have $70.5B invested in TransDigm Group in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 411 increasing their positions, 390 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $82.2B → $70.5B (-$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
1,065
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$468M
Puts
$375M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
801
Family Management
New York
$281K
PP
802
PDS Planning
Ohio
$278K
BCM
803
Berbice Capital Management
New York
$277K
MSCM
804
McElhenny Sheffield Capital Management
Texas
$277K
BCM
805
Bourgeon Capital Management
Connecticut
$275K
CCWM
806
Cassaday & Co Wealth Management
Virginia
$274K
WSFS
807
Wilmington Savings Fund Society
Delaware
$274K
MPWT
808
MassMutual Private Wealth & Trust
Connecticut
$274K
KWA
809
Kingswood Wealth Advisors
California
$274K
RG
810
Rathbones Group
United Kingdom
$273K
PI
811
PFG Investments
New York
$272K
AWM
812
Aprio Wealth Management
Georgia
$271K
FCG
813
Fielder Capital Group
Tennessee
$270K
TAM
814
Tocqueville Asset Management
New York
$266K
PCM
815
Polymer Capital Management
New York
$264K
CIC
816
Carnegie Investment Counsel
Ohio
$264K
CI
817
Corient IA
Florida
$264K
LIM
818
Leavell Investment Management
Alabama
$264K
HA
819
Harbor Advisors
Florida
$264K
MAM
820
Martingale Asset Management
Massachusetts
$262K
OIA
821
OneDigital Investment Advisors
Kansas
$256K
DWP
822
Daymark Wealth Partners
Ohio
$255K
KFP
823
KMG Fiduciary Partners
Ohio
$255K
PCP
824
Proficio Capital Partners
Massachusetts
$255K
Parallax Volatility Advisers
825
Parallax Volatility Advisers
California
$254K