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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 %
PFM
876
Patton Fund Management
Texas
$240K +$240K +158 New
MWM
877
Mission Wealth Management
California
$239K -$4.57K -3 -2%
CA
878
Clune & Associates
Illinois
$239K – – –
SWM
879
Shepherd Wealth Management
Ohio
$238K -$92.1K -65 -28%
WFI
880
West Family Investments
California
$237K +$237K +156 New
Lazard Asset Management
881
Lazard Asset Management
New York
$237K +$16.7K +11 +8%
PA
882
Procyon Advisors
Connecticut
$237K -$3.07M -2,025 -93%
RIG
883
RiverFront Investment Group
Virginia
$234K +$234K +154 New
AWM
884
AE Wealth Management
Kansas
$234K +$234K +154 New
PAA
885
Peregrine Asset Advisers
Oregon
$233K – – –
PWAM
886
Private Wealth Asset Management
Iowa
$233K +$59.3K +39 +34%
APA
887
Astoria Portfolio Advisors
New York
$232K +$232K +145 New
SAM
888
Strategy Asset Managers
California
$231K -$1.52K -1 -0.7%
LAM
889
Longboard Asset Management
Arizona
$231K – – –
FLPIM
890
F.L. Putnam Investment Management
Massachusetts
$231K +$231K +152 New
RFP
891
Root Financial Partners
California
$228K +$228K +150 New
TW
892
TritonPoint Wealth
Maryland
$228K +$228K +150 New
AWS
893
Atria Wealth Solutions
New York
$227K -$721K -474 -76%
FFA
894
Fortune Financial Advisors
Kansas
$227K +$227K +149 New
EDRH
895
Edmond de Rothschild Holding
Switzerland
$225K – – –
OL
896
OneFund LLC
Florida
$224K -$7.62K -5 -3%
PPW
897
Parcion Private Wealth
Washington
$224K -$6.08K -4 -3%
AIA
898
AssuredPartners Investment Advisors
Florida
$222K – – –
EFM
899
E Fund Management
China
$222K – – –
IC
900
IEQ Capital
California
$220K -$3.01M -1,983 -93%
34 35
36
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