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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: 1,1291,106 (-23)

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
-23
Holders Change %
-2.04%
% 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
CFG
1026
Clayton Financial Group
Missouri
$8.11K -$7.87K -6 -46%
DPW
1027
DiNuzzo Private Wealth
Pennsylvania
$8.11K
JGCM
1028
Joseph Group Capital Management
Ohio
$8.11K +$2.62K +2 +40%
BCWM
1029
Bartlett & Co Wealth Management
Ohio
$8.05K +$3.93K +3 +75%
AW
1030
Avion Wealth
Texas
$8K
JSAM
1031
J. Safra Asset Management
New York
$6.95K -$57.7K -44 -88%
SIC
1032
SJS Investment Consulting
Ohio
$6.95K -$2.62K -2 -25%
KFA
1033
Kelleher Financial Advisors
New York
$6.95K
BLC
1034
Brown, Lisle/Cummings
Rhode Island
$6.95K +$2.62K +2 +50%
PCM
1035
Penserra Capital Management
California
$6K
SL
1036
Salomon & Ludwin
Virginia
$5.83K -$3.93K -3 -38%
WIM
1037
Westside Investment Management
California
$5.83K
CWM
1038
Cranbrook Wealth Management
Michigan
$5.79K
HWA
1039
Heritage Wealth Advisors
Virginia
$5.79K
HI
1040
Hoey Investments
Pennsylvania
$5.79K
SC
1041
SouthState Corp
Florida
$5.79K
PWMG
1042
Private Wealth Management Group
New Jersey
$5.79K +$1.31K +1 +25%
FPF
1043
First Pacific Financial
Washington
$5.79K +$6.55K +5 New
BHWM
1044
Beaird Harris Wealth Management
Texas
$5.42K
PWA
1045
Physician Wealth Advisors
Utah
$4.64K -$14.4K -11 -73%
KG
1046
Kilter Group
New York
$4.64K -$2.62K -2 -33%
HCM
1047
Hollencrest Capital Management
California
$4.64K
LWMI
1048
Legacy Wealth Management (Idaho)
Idaho
$4.64K
OCM
1049
Osbon Capital Management
Massachusetts
$4.64K
CWP
1050
Clark Wealth Partners
Illinois
$4.64K +$1.31K +1 +33%