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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, 464 increasing their positions, 334 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+22
Holders Change %
+2.06%
% 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
122
Increased
464
Reduced
334
Closed
88
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 %
MIM
1001
MTM Investment Management
South Carolina
$19.8K +$19.8K +13 New
HFS
1002
Hughes Financial Services
Virginia
$19.6K +$2.8K +2 +17%
UCB
1003
United Community Bank
South Carolina
$18.2K – – –
BWL
1004
Bogart Wealth LLC
Virginia
$18.2K +$1.52K +1 +9%
HHMI
1005
Howard Hughes Medical Institute
Maryland
$18.2K +$18.2K +12 New
PGAM
1006
Princeton Global Asset Management
New Jersey
$18.2K +$18.2K +12 New
BFPW
1007
BOK Financial Private Wealth
Colorado
$18.2K +$18.2K +12 New
TPWA
1008
Twin Peaks Wealth Advisors
California
$18K +$18K +13 New
AEPWM
1009
Atlantic Edge Private Wealth Management
Florida
$16.7K – – –
DWM
1010
Darwin Wealth Management
Florida
$16.7K – – –
BIA
1011
Bell Investment Advisors
California
$15.2K +$1.52K +1 +11%
ACA
1012
Atlas Capital Advisors
Wyoming
$15.2K – – –
SO
1013
Sierra Ocean
California
$15.2K +$3.04K +2 +25%
DF
1014
Dunhill Financial
United Kingdom
$15.1K -$1.68K -1 -10%
OAJ
1015
Ogorek Anthony Joseph
New York
$15K +$1.5K +1 +11%
CT
1016
Colonial Trust
South Carolina
$14.3K – – –
RS
1017
Rakuten Securities
Japan
$13.7K -$3.04K -2 -18%
MSWM
1018
Mowery & Schoenfeld Wealth Management
Illinois
$13.7K – – –
ITIM
1019
Indiana Trust & Investment Management
Indiana
$13.7K – – –
SA
1020
SRH Advisors
Kansas
$13.7K – – –
AWM
1021
Abound Wealth Management
Tennessee
$13.1K – – –
FC
1022
Fairscale Capital
New Hampshire
$12.9K +$12.9K +8 New
CWA
1023
Carolina Wealth Advisors
South Carolina
$12.2K – – –
KFI
1024
Key Financial Inc
Pennsylvania
$12.2K +$12.2K +8 New
AW
1025
Avion Wealth
Texas
$12K +$1.5K +1 +14%
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