TransDigm Group
1,144 hedge funds and large institutions have $70B invested in TransDigm Group in 2026 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 446 increasing their positions, 369 reducing their positions, and 96 closing their positions.
45% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 96
21% more repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 369
14% more capital invested
Capital invested by funds: $61.3B → $70B (+$8.71B)
3% more funds holding
Funds holding: 1,113 → 1,144 (+31)
0.33% more ownership
Funds ownership: 93.67% → 94% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 49 → 49 (0)
46% less call options, than puts
Call options by funds: $294M | Put options by funds: $543M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$375M |
| 2 |
BlackRock
New York
|
+$332M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$248M |
| 4 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$214M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$530M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$482M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
-$417M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$374M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$328M |
TDG Hedge Fund Activity: Q2 2026 in Review
1,144 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in TransDigm Group (TDG) for Q2 2026, worth a combined $70B — up 14% from $61.3B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new TDG positions and 96 closed out — a net gain of 43 holders — while 446 added to existing stakes and 369 trimmed.
The largest buyer was Select Equity Group, adding an estimated $375M. The largest seller was Capital International Investors, cutting an estimated $530M.
- 1,144 institutional investors held TransDigm Group (TDG) as of Q2 2026, up from 1,113 in Q1 2026.
- Funds reported $70B of TransDigm Group stock for Q2 2026, up 14% quarter-over-quarter.
- 139 funds opened new TransDigm Group positions in Q2 2026 and 96 closed out, a net change of +43 holders.
- The largest TransDigm Group buyer in Q2 2026 was Select Equity Group, an estimated $375M added.
- The largest TransDigm Group seller in Q2 2026 was Capital International Investors, an estimated $530M sold.
Based on aggregated 13F filings for Q2 2026.