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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
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
$12.7K
MIM
1002
MTM Investment Management
South Carolina
$12.7K
BC
1003
Bayforest Capital
United Kingdom
$12.7K +$14.4K +11 New
CSB
1004
City State Bank
Iowa
$12.7K +$14.4K +11 New
VNT
1005
Vanguard National Trust
Pennsylvania
$12.7K +$14.4K +11 New
CPG
1006
Cornerstone Planning Group
New Jersey
$11.9K +$7.87K +6 +150%
AG
1007
AmeriFlex Group
Nevada
$11.6K
SR
1008
Swiss Re
Switzerland
$11.6K
CFM
1009
Cornerstone Financial Management
Massachusetts
$11.6K +$2.62K +2 +25%
AWM
1010
Abound Wealth Management
Tennessee
$10.9K
SSG
1011
Summit Securities Group
New York
$10.4K -$98.3K -75 -89%
CA
1012
Crewe Advisors
Utah
$10.4K
ITIM
1013
Indiana Trust & Investment Management
Indiana
$10.4K
SA
1014
SRH Advisors
Kansas
$10.4K
WT
1015
WHI Trust
Illinois
$10.4K
WAG
1016
Wilkerson Advisory Group
Missouri
$10.4K +$7.87K +6 +200%
CB
1017
CNB Bank
Pennsylvania
$10.4K +$11.8K +9 New
CWA
1018
Carolina Wealth Advisors
South Carolina
$9.27K
FC
1019
Fairscale Capital
New Hampshire
$9.27K
KFI
1020
Key Financial Inc
Pennsylvania
$9.27K
MSWM
1021
Mowery & Schoenfeld Wealth Management
Illinois
$9.27K
UFPG
1022
United Financial Planning Group
New York
$9.27K +$3.93K +3 +60%
CMA
1023
Cedar Mountain Advisors
Oregon
$9.27K +$9.18K +7 +700%
BAM
1024
Bellevue Asset Management
Washington
$9.27K -$7.87K -6 -43%
CAL
1025
Capital Advisors Ltd
Ohio
$9K