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TransDigm Group
TDG

1,086 hedge funds and large institutions have $73.7B invested in TransDigm Group in 2025 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 399 increasing their positions, 373 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 93

37% more funds holding in top 10

Funds holding in top 10: 41 → 56 (+15)

9% more capital invested

Capital invested by funds: $67.4B → $73.7B (+$6.32B)

4% more funds holding

Funds holding: 1,044 → 1,086 (+42)

7% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 373

0.34% more ownership

Funds ownership: 94.76% → 95.1% (+0.34%)

25% less call options, than puts

Call options by funds: $208M | Put options by funds: $278M

Holders
1,086
Holders Change
+42
Holders Change %
+4.02%
% of All Funds
14.56%
Holding in Top 10
56
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+36.59%
% of All Funds
0.75%
New
145
Increased
399
Reduced
373
Closed
93
Calls
$208M
Puts
$278M
Net Calls
-$70.1M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Edgewood Management
Edgewood Management
Connecticut
+$453M
2
Capital World Investors
Capital World Investors
California
+$183M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$152M
4
BlackRock
BlackRock
New York
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$287M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$129M
3
SP
Stockbridge Partners
Massachusetts
-$120M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$89M
5
Citadel Advisors
Citadel Advisors
Florida
-$82M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1026
Hoey Investments
Pennsylvania
$6.92K – – –
CA
1027
Continuum Advisory
Idaho
$6.92K -$1.33K -1 -17%
HWA
1028
Heritage Wealth Advisors
Virginia
$6.92K -$1.33K -1 -17%
CWP
1029
Clark Wealth Partners
Illinois
$6.92K – – –
HWP
1030
Highline Wealth Partners
California
$6.92K – – –
CWC
1031
Carolinas Wealth Consulting
North Carolina
$6.92K +$1.33K +1 +25%
LWMI
1032
Legacy Wealth Management (Idaho)
Idaho
$5.53K – – –
PWMG
1033
Private Wealth Management Group
New Jersey
$5.53K – – –
HCM
1034
Hollencrest Capital Management
California
$5.53K -$6.67K -5 -56%
CWP
1035
Concord Wealth Partners
Virginia
$5.53K – – –
PPA
1036
Painted Porch Advisors
California
$5.53K – – –
RFA
1037
Reyes Financial Architecture
California
$5.53K – – –
RFS
1038
Richardson Financial Services
Massachusetts
$5.53K – – –
ACM
1039
Accent Capital Management
Ohio
$5.53K +$5.33K +4 New
BLC
1040
Brown, Lisle/Cummings
Rhode Island
$5.53K +$5.33K +4 New
AP
1041
Aspect Partners
Virginia
$4.15K – – –
CFD
1042
Creative Financial Designs
Indiana
$4.15K – – –
NFSG
1043
Newbridge Financial Services Group
Florida
$4.15K – – –
TC
1044
Trust Company
Kansas
$4.15K – – –
WCM
1045
Westend Capital Management
California
$4.15K – – –
WCM
1046
WealthTrak Capital Management
Virginia
$4.15K +$2.67K +2 +200%
DWM
1047
Dogwood Wealth Management
Kansas
$4.15K +$4K +3 New
IHWM
1048
Iron Horse Wealth Management
Iowa
$4.15K +$4K +3 New
CPG
1049
Cornerstone Planning Group
New Jersey
$4.06K +$2.67K +2 +200%
TWD
1050
True Wealth Design
Ohio
$3.9K -$1.33K -1 -25%
40 41
42
43 44

TDG Hedge Fund Activity: Q1 2025 in Review

1,086 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q1 2025, worth a combined $73.7B — up 9.4% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new TDG positions and 93 closed out — a net gain of 52 holders — while 399 added to existing stakes and 373 trimmed.

The largest buyer was Edgewood Management, adding an estimated $453M. The largest seller was JP Morgan Chase, cutting an estimated $287M.

  • 1,086 institutional investors held TransDigm Group (TDG) as of Q1 2025, up from 1,044 in Q4 2024.
  • Funds reported $73.7B of TransDigm Group stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 145 funds opened new TransDigm Group positions in Q1 2025 and 93 closed out, a net change of +52 holders.
  • The largest TransDigm Group buyer in Q1 2025 was Edgewood Management, an estimated $453M added.
  • The largest TransDigm Group seller in Q1 2025 was JP Morgan Chase, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.