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TransUnion
TRU

Overview Fund Activity

527 hedge funds and large institutions have $16.9B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 219 increasing their positions, 193 reducing their positions, and 69 closing their positions.

Holders
527
Holders Change
-9
Holders Change %
-1.68%
% of All Funds
7.08%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
71
Increased
219
Reduced
193
Closed
69
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
-$26.4M

Top Buyers

1
IFP
1
Independent Franchise Partners
United Kingdom
$409M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$462M
3
Norges Bank
3
Norges Bank
Norway
$150M
4
MG
4
Meritage Group
California
$521M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$417M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$109M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$151M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
PIM
4
Platinum Investment Management
Australia
$62.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
426
Cary Street Partners Investment Advisory
Virginia
$81.3K 923 +14 +2%
S
427
SignatureFD
Georgia
$67K 762 -181 -19%
PA
428
Parallel Advisors
California
$57.3K 651 -272 -29%
NA
429
NewEdge Advisors
Louisiana
$57.1K 649 – –
GM
430
GeoWealth Management
Illinois
$56.7K 644 +644 New
FHA
431
First Horizon Advisors
Tennessee
$54.2K 616 +109 +21%
C
432
Covestor
United Kingdom
$54K 608 +471 +344%
AAP
433
Arax Advisory Partners
Colorado
$52K 591 +101 +21%
PTC
434
Private Trust Company
Ohio
$47.6K 541 -12 -2%
GRP
435
Global Retirement Partners
California
$47.1K 535 +535 New
EWA
436
EverSource Wealth Advisors
Alabama
$46.5K 528 +197 +60%
RWS
437
Retirement Wealth Solutions
Wisconsin
$44.9K 510 – –
OCM
438
Osterweis Capital Management
California
$44.7K 508 +508 New
BIG
439
Brooklyn Investment Group
New York
$43.6K 496 +215 +77%
FFA
440
Farther Finance Advisors
California
$43.3K 492 +19 +4%
PWA
441
Physician Wealth Advisors
Utah
$38.4K 436 – –
TSMHT
442
Thurston Springer Miller Herd & Titak
Indiana
$36.3K 413 +310 +301%
SBFM
443
S-Bank Fund Management
Finland
$35.7K 406 -125 -24%
MCM
444
MAI Capital Management
Ohio
$35.5K 403 +310 +333%
MYIA
445
Mount Yale Investment Advisors
Colorado
$34.1K 387 +387 New
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$33.9K 385 -38 -9%
SIC
447
SJS Investment Consulting
Ohio
$31.9K 362 -4 -1%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$30.7K 349 +199 +133%
GAM
449
Generali Asset Management
Italy
$30K 341 +341 New
SAM
450
Smartleaf Asset Management
Massachusetts
$26.9K 308 -349 -53%
16 17
18
19 20