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TransDigm Group

1,106 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: 1,1301,106 (-24)

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
1,106
Holders Change
-24
Holders Change %
-2.12%
% of All Funds
13.62%
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
SA
826
Sovran Advisors
California
$258K +$291K +222 New
AA
827
Alta Advisers
United Kingdom
$256K
IA
828
IFC Advisors
California
$255K -$59K -45 -17%
PB
829
Pinnacle Bancorp
Nebraska
$254K
TGAM
830
TBH Global Asset Management
Tennessee
$251K
LIM
831
Leavell Investment Management
Alabama
$250K
ANTB
832
AMG National Trust Bank
Colorado
$248K +$3.93K +3 +1%
EFM
833
E Fund Management
China
$247K +$279K +213 New
FWM
834
FFT Wealth Management
Pennsylvania
$246K +$278K +212 New
PWG
835
Portside Wealth Group
Utah
$246K +$278K +212 New
SWM
836
Spire Wealth Management
Virginia
$245K -$433K -330 -61%
VFA
837
Valeo Financial Advisors
Indiana
$245K -$111K -85 -29%
PFA
838
Pure Financial Advisors
California
$243K -$1.31K -1 -0.5%
PCA
839
Purkiss Capital Advisors
Connecticut
$243K -$91.8K -70 -25%
SS
840
SBI Securities
Japan
$242K
OL
841
Optas LLC
Texas
$241K +$31.5K +24 +13%
Envestnet Portfolio Solutions
842
Envestnet Portfolio Solutions
Illinois
$241K -$5.24M -3,994 -95%
WSFS
843
Wilmington Savings Fund Society
Delaware
$241K
LRIA
844
Leonard Rickey Investment Advisors
Washington
$241K +$19.7K +15 +8%
HIP
845
HUB Investment Partners
Texas
$241K -$138K -105 -34%
CWA
846
CM Wealth Advisors
Ohio
$239K -$121K -92 -31%
KWA
847
Kingswood Wealth Advisors
California
$239K -$7.87K -6 -3%
CCWM
848
Cassaday & Co Wealth Management
Virginia
$238K -$3.93K -3 -1%
MYAM
849
Meiji Yasuda Asset Management
Japan
$236K -$110K -84 -29%
I
850
INVST
Indiana
$236K +$61.6K +47 +30%