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TransDigm Group
TDG

Overview Fund Activity

1,091 hedge funds and large institutions have $82.2B invested in TransDigm Group in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 463 increasing their positions, 336 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
+21
Holders Change %
+1.96%
% of All Funds
14.63%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.79%
New
121
Increased
463
Reduced
336
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 %
HFS
1001
Hughes Financial Services
Virginia
$19.6K +$2.8K +2 +17%
UCB
1002
United Community Bank
South Carolina
$18.2K – – –
BWL
1003
Bogart Wealth LLC
Virginia
$18.2K +$1.52K +1 +9%
HHMI
1004
Howard Hughes Medical Institute
Maryland
$18.2K +$18.2K +12 New
PGAM
1005
Princeton Global Asset Management
New Jersey
$18.2K +$18.2K +12 New
BFPW
1006
BOK Financial Private Wealth
Colorado
$18.2K +$18.2K +12 New
TPWA
1007
Twin Peaks Wealth Advisors
California
$18K +$18K +13 New
AEPWM
1008
Atlantic Edge Private Wealth Management
Florida
$16.7K – – –
DWM
1009
Darwin Wealth Management
Florida
$16.7K – – –
BIA
1010
Bell Investment Advisors
California
$15.2K +$1.52K +1 +11%
ACA
1011
Atlas Capital Advisors
Wyoming
$15.2K – – –
SO
1012
Sierra Ocean
California
$15.2K +$3.04K +2 +25%
DF
1013
Dunhill Financial
United Kingdom
$15.1K -$1.68K -1 -10%
OAJ
1014
Ogorek Anthony Joseph
New York
$15K +$1.5K +1 +11%
CT
1015
Colonial Trust
South Carolina
$14.3K – – –
RS
1016
Rakuten Securities
Japan
$13.7K -$3.04K -2 -18%
MSWM
1017
Mowery & Schoenfeld Wealth Management
Illinois
$13.7K – – –
ITIM
1018
Indiana Trust & Investment Management
Indiana
$13.7K – – –
SA
1019
SRH Advisors
Kansas
$13.7K – – –
AWM
1020
Abound Wealth Management
Tennessee
$13.1K – – –
FC
1021
Fairscale Capital
New Hampshire
$12.9K +$12.9K +8 New
CWA
1022
Carolina Wealth Advisors
South Carolina
$12.2K – – –
KFI
1023
Key Financial Inc
Pennsylvania
$12.2K +$12.2K +8 New
AW
1024
Avion Wealth
Texas
$12K +$1.5K +1 +14%
TWD
1025
True Wealth Design
Ohio
$11.9K +$7.43K +5 +167%
39 40
41
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