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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
SWM
1151
Shelton Wealth Management
Texas
-$711K -535 Closed
PAS
1152
Parsonex Advisory Services
Colorado
-$584K -439 Closed
CWA
1153
Cura Wealth Advisors
Illinois
-$547K -411 Closed
FFM
1154
Forum Financial Management
Illinois
-$531K -399 Closed
TIAA Trust, National Association
1155
TIAA Trust, National Association
North Carolina
-$492K -370 Closed
YC
1156
Yarbrough Capital
Tennessee
-$471K -354 Closed
RG
1157
Rathbones Group
United Kingdom
-$460K -346 Closed
ACA
1158
Aptus Capital Advisors
Alabama
-$438K -329 Closed
FFP
1159
FourThought Financial Partners
Florida
-$421K -317 Closed
SMA
1160
Sage Mountain Advisors
Georgia
-$407K -306 Closed
A
1161
AlphaQuest
New York
-$394K -296 Closed
MC
1162
Moors & Cabot
Massachusetts
-$394K -296 Closed
AHL
1163
Abel Hall LLC
Louisiana
-$363K -273 Closed
S
1164
Storgate
Texas
-$360K -271 Closed
BCM
1165
Bourgeon Capital Management
Connecticut
-$350K -263 Closed
KP
1166
Keel Point
Alabama
-$350K -263 Closed
OBAM
1167
ODDO BHF Asset Management
France
-$343K -258 Closed
IC
1168
IEQ Capital
California
-$336K -253 Closed
SG
1169
StoneX Group
New York
-$306K -230 Closed
LWM
1170
Laidlaw Wealth Management
New York
-$290K -218 Closed
FCM
1171
Fire Capital Management
California
-$289K -217 Closed
SHFG
1172
S Harris Financial Group
Texas
-$283K -213 Closed
BBP
1173
Banco BTG Pactual
Brazil
-$262K -197 Closed
AWM
1174
Axxcess Wealth Management
California
-$258K -194 Closed
TAM
1175
Tocqueville Asset Management
New York
-$257K -193 Closed