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TransDigm Group

1,110 hedge funds and large institutions have $71.3B invested in TransDigm Group in 2025 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 381 increasing their positions, 365 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% more capital invested

Capital invested by funds: $70.5B → $71.3B (+$762M)

0.2% more ownership

Funds ownership: 94.98%95.19% (+0.2%)

48% less call options, than puts

Call options by funds: $136M | Put options by funds: $259M

Holders
1,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$259M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
851
Barrett & Company
Rhode Island
$266K
GF
852
Gabelli Funds
New York
$266K
CAG
853
Crestwood Advisors Group
Massachusetts
$265K
MAM
854
Martingale Asset Management
Massachusetts
$265K
DWP
855
Daymark Wealth Partners
Ohio
$264K
ZBNA
856
Zions Bancorporation, National Association
Utah
$263K
BBP
857
Banco BTG Pactual
Brazil
$262K
7WCP
858
71 West Capital Partners
Massachusetts
$259K
AWM
859
Axxcess Wealth Management
California
$258K
KFP
860
KMG Fiduciary Partners
Ohio
$258K
TAM
861
Tocqueville Asset Management
New York
$257K
LRIA
862
Leonard Rickey Investment Advisors
Washington
$257K
TWP
863
Tower Wealth Partners
Pennsylvania
$253K
TCBWMS
864
Texas Capital Bank Wealth Management Services
Texas
$251K
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K
CWA
866
Canvas Wealth Advisors
Kansas
$250K
IP
867
Isthmus Partners
Wisconsin
$249K
USCWA
868
U.S. Capital Wealth Advisors
Texas
$249K
KF
869
Krilogy Financial
Missouri
$248K
OL
870
Optas LLC
Texas
$245K
IWM
871
IHT Wealth Management
Illinois
$242K
PCP
872
Proficio Capital Partners
Massachusetts
$241K
LWM
873
LeConte Wealth Management
Tennessee
$241K
PA
874
Procyon Advisors
Connecticut
$240K
NG
875
Norden Group
Utah
$237K