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TransDigm Group

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: 4156 (+15)

9% more capital invested

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

4% more funds holding

Funds holding: 1,0441,086 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1051
Hantz Financial Services
Michigan
$3K +$2.67K +2 New
BHWM
1052
Beaird Harris Wealth Management
Texas
$2.77K -$5.33K -4 -67%
FP
1053
Financial Perspectives
Minnesota
$2.77K
HCP
1054
Hexagon Capital Partners
Arkansas
$2.77K
MFT
1055
Moisand Fitzgerald Tamayo
Florida
$2.77K
MAS
1056
MPWM Advisory Solutions
Georgia
$2.77K
PWMG
1057
Prestige Wealth Management Group
New Jersey
$2.77K
SN
1058
Sittner & Nelson
Oregon
$2.77K
SIC
1059
SJS Investment Consulting
Ohio
$2.77K
FCAS
1060
First Command Advisory Services
Texas
$2.77K +$2.67K +2 New
FUBT
1061
First United Bank & Trust
Maryland
$2.77K +$2.67K +2 New
MWA
1062
Moser Wealth Advisors
Washington
$2.77K +$2.67K +2 New
PWA
1063
Principia Wealth Advisory
Texas
$2.63K
WW
1064
Winnow Wealth
Texas
$1.97K +$1.33K +1 +100%
HHGA
1065
Halbert Hargrove Global Advisors
California
$1.62K +$1.33K +1 New
PWA
1066
Physician Wealth Advisors
Utah
$1.38K -$20K -15 -94%
AP
1067
Atwood & Palmer
Missouri
$1.38K
KB
1068
Kimelman & Baird
New York
$1.38K
LWANC
1069
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K
WTFG
1070
Wood Tarver Financial Group
Idaho
$1.38K
ACA
1071
American Capital Advisory
Idaho
$1.38K +$1.33K +1 New
GC
1072
Garde Capital
Washington
$1.38K +$1.33K +1 New
HIA
1073
HFM Investment Advisors
New Jersey
$1.38K +$1.33K +1 New
WWM
1074
Wolff Wiese Magana
California
$1.38K +$1.33K +1 New
CAM
1075
Chesapeake Asset Management
New York
$1.38K

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.