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TransUnion

560 hedge funds and large institutions have $17.7B invested in TransUnion in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 210 increasing their positions, 178 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $78.7M | Put options by funds: $19.2M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

18% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 178

6.9% more ownership

Funds ownership: 101.74%108.64% (+6.9%)

3% more funds holding

Funds holding: 544560 (+16)

2% more capital invested

Capital invested by funds: $17.3B → $17.7B (+$401M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
560
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
7.35%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
98
Increased
210
Reduced
178
Closed
74
Calls
$78.7M
Puts
$19.2M
Net Calls
+$59.5M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
326
Wealthfront Advisers
California
$629K -$74.6K -822 -10%
AWM
327
Avior Wealth Management
Nebraska
$625K +$131K +1,448 +24%
KAS
328
Kestra Advisory Services
Texas
$624K -$25.2K -278 -4%
SAM
329
Silvercrest Asset Management
New York
$613K
MGP
330
Metis Global Partners
California
$608K +$7.99K +88 +1%
AWA
331
Arkadios Wealth Advisors
Georgia
$605K +$655K +7,219 New
AC
332
Allstate Corporation
Illinois
$589K +$638K +7,030 New
CBU
333
CIBC Bancorp USA
Illinois
$586K +$635K +6,997 New
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$578K +$208K +2,293 +50%
EOJOAM
335
E. Ohman J:or Asset Management
Sweden
$578K
PAS
336
Park Avenue Securities
New York
$577K -$27.5K -303 -4%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$575K -$34.2K -377 -5%
P
338
&Partners
Tennessee
$573K -$17.7K -195 -3%
VA
339
Vident Advisory
Georgia
$572K +$216K +2,381 +54%
SAM
340
Shell Asset Management
Netherlands
$570K -$329K -3,626 -35%
US Bancorp
341
US Bancorp
Minnesota
$568K -$95.5K -1,052 -13%
DILIC
342
Dai-ichi Life Insurance Company
Japan
$550K
CGH
343
Crossmark Global Holdings
Texas
$541K +$586K +6,459 New
RC
344
Rovin Capital
Arizona
$537K +$13.3K +147 +2%
RT
345
Rockland Trust
Massachusetts
$536K +$581K +6,400 New
HH
346
Hilltop Holdings
Texas
$536K +$7.81K +86 +1%
AI
347
Atria Investments
North Carolina
$533K -$267K -2,943 -32%
JSSH
348
J. Safra Sarasin Holding
$524K -$199K -2,187 -26%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$522K +$566K +6,234 New
HWM
350
HB Wealth Management
Georgia
$512K +$79.3K +874 +17%