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TransDigm Group

1,098 hedge funds and large institutions have $61.2B invested in TransDigm Group in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 408 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less capital invested

Capital invested by funds: $71.6B → $61.2B (-$10.4B)

54% less call options, than puts

Call options by funds: $135M | Put options by funds: $292M

Holders
1,098
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$135M
Puts
$292M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1026
Kelleher Financial Advisors
New York
$6.95K
BLC
1027
Brown, Lisle/Cummings
Rhode Island
$6.95K
PCM
1028
Penserra Capital Management
California
$6K
SL
1029
Salomon & Ludwin
Virginia
$5.83K
WIM
1030
Westside Investment Management
California
$5.83K
HI
1031
Hoey Investments
Pennsylvania
$5.79K
SC
1032
SouthState Corp
Florida
$5.79K
HWA
1033
Heritage Wealth Advisors
Virginia
$5.79K
CWM
1034
Cranbrook Wealth Management
Michigan
$5.79K
PWMG
1035
Private Wealth Management Group
New Jersey
$5.79K
FPF
1036
First Pacific Financial
Washington
$5.79K
BHWM
1037
Beaird Harris Wealth Management
Texas
$5.42K
PWA
1038
Physician Wealth Advisors
Utah
$4.64K
KG
1039
Kilter Group
New York
$4.64K
OCM
1040
Osbon Capital Management
Massachusetts
$4.64K
HCM
1041
Hollencrest Capital Management
California
$4.64K
LWMI
1042
Legacy Wealth Management (Idaho)
Idaho
$4.64K
CWP
1043
Clark Wealth Partners
Illinois
$4.64K
WA
1044
Westfuller Advisors
New York
$4.64K
VWM
1045
Vermillion Wealth Management
Minnesota
$4.64K
TFA
1046
Transamerica Financial Advisors
Florida
$4.63K
SEP
1047
Signature Equity Partners
Ohio
$3.77K
BFS
1048
Bare Financial Services
Pennsylvania
$3.48K
GBT
1049
Grove Bank & Trust
Florida
$3.48K
NFSG
1050
Newbridge Financial Services Group
Florida
$3.48K