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TransDigm Group

1,107 hedge funds and large institutions have $61.3B invested in TransDigm Group in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 395 increasing their positions, 412 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 412

7% less first-time investments, than exits

New positions opened: 118 | Existing positions closed: 127

1.98% less ownership

Funds ownership: 95.64%93.66% (-2%)

2% less funds holding

Funds holding: 1,1301,107 (-23)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

14% less capital invested

Capital invested by funds: $71.6B → $61.3B (-$10.3B)

54% less call options, than puts

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

Holders
1,107
Holders Change
-23
Holders Change %
-2.04%
% of All Funds
13.63%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.59%
New
118
Increased
395
Reduced
412
Closed
127
Calls
$135M
Puts
$292M
Net Calls
-$158M
Net Calls Change
-$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
801
Burling Wealth Partners
Illinois
$287K -$101K -77 -24%
SW
802
Simplicity Wealth
New Jersey
$287K -$64.2K -49 -16%
PL
803
Plancorp LLC
Missouri
$285K +$21K +16 +7%
IWS
804
Integrity Wealth Solutions
Colorado
$284K -$5.24K -4 -2%
GM
805
GeoWealth Management
Illinois
$282K +$11.8K +9 +4%
FM
806
Family Management
New York
$279K
AFW
807
Avantra Family Wealth
Pennsylvania
$277K +$26.2K +20 +9%
CCMG
808
Clark Capital Management Group
Pennsylvania
$276K -$5.24K -4 -2%
HAG
809
HighPoint Advisor Group
Illinois
$276K -$693K -529 -69%
1W
810
1776 Wealth
Georgia
$276K
PTC
811
Private Trust Company
Ohio
$275K +$10.5K +8 +3%
OC
812
Oarsman Capital
Wisconsin
$274K -$10.5K -8 -3%
TCWA
813
Turtle Creek Wealth Advisors
Texas
$274K +$18.4K +14 +6%
TP
814
TenCore Partners
New York
$274K +$39.3K +30 +15%
FCG
815
Fielder Capital Group
Tennessee
$272K -$7.87K -6 -2%
BCM
816
Berbice Capital Management
New York
$272K +$13.1K +10 +4%
AC
817
AlphaCore Capital
California
$272K +$41.9K +32 +16%
CI
818
Conning Inc
Connecticut
$269K -$98.3K -75 -24%
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$267K +$2.62K +2 +0.9%
FIA
820
Foundations Investment Advisors
Arizona
$263K -$2.62K -2 -0.9%
FMLI
821
Fukoku Mutual Life Insurance
Japan
$261K
TBT
822
Texas Bank & Trust
Texas
$261K
HT
823
Headlands Technologies
Illinois
$260K +$294K +224 New
SPC
824
Sigma Planning Corp
Michigan
$259K +$83.9K +64 +40%
KBFS
825
Kohmann Bosshard Financial Services
Ohio
$258K