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TransUnion

559 hedge funds and large institutions have $15.5B invested in TransUnion in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 202 increasing their positions, 210 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.45M

5% more ownership

Funds ownership: 105.85%110.84% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 210

5% less funds holding

Funds holding: 586559 (-27)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.14B)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

Holders
559
Holders Change
-27
Holders Change %
-4.61%
% of All Funds
6.88%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
80
Increased
202
Reduced
210
Closed
95
Calls
$11M
Puts
$9.45M
Net Calls
+$1.53M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
426
Simplex Trading
Illinois
$87.5K +$62.3K +814 +181%
AGWCA
427
Annis Gardner Whiting Capital Advisors
Florida
$82.2K +$11.6K +152 +15%
FFA
428
Farther Finance Advisors
California
$77.9K +$6.74K +88 +8%
RFP
429
Root Financial Partners
California
$76.4K +$62.6K +818 +286%
ACM
430
Aster Capital Management
United Arab Emirates
$73.4K +$67.7K +885 New
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$73K -$32.8K -429 -29%
PA
432
Parallel Advisors
California
$72.7K +$16.9K +221 +27%
WPWM
433
Western Pacific Wealth Management
Illinois
$71.6K -$26.9K -352 -25%
AA
434
Ancora Advisors
Ohio
$70.8K +$50.4K +658 +180%
SWM
435
Spire Wealth Management
Virginia
$64.9K -$77 -1 -0.1%
ASN
436
Advisory Services Network
Georgia
$64.6K +$71.5K +934 New
Los Angeles Capital Management
437
Los Angeles Capital Management
California
$61K
S
438
SignatureFD
Georgia
$59.3K +$5.36K +70 +9%
CSP
439
Cary Street Partners
Virginia
$56K -$22.6K -295 -27%
RIL
440
Rothschild Investment LLC
Illinois
$53.1K +$49.3K +644 +519%
VNT
441
Vanguard National Trust
Pennsylvania
$50.2K +$55.5K +725 New
IA
442
IFP Advisors
Florida
$48.4K +$32.5K +424 +154%
SAM
443
Smartleaf Asset Management
Massachusetts
$45.5K -$4.9K -64 -9%
EP
444
Essential Partners
California
$42.1K +$18.1K +237 +64%
NA
445
NewEdge Advisors
Louisiana
$40.6K
HI
446
Harbour Investments
Wisconsin
$37.9K +$17.9K +234 +75%
PTC
447
Private Trust Company
Ohio
$35.6K -$15.9K -208 -29%
PWA
448
Physician Wealth Advisors
Utah
$31.1K -$4.36K -57 -11%
SBFM
449
S-Bank Fund Management
Finland
$27.5K -$1.15K -15 -4%
SIC
450
SJS Investment Consulting
Ohio
$27.2K -$39K -509 -56%

TRU Hedge Fund Activity: Q1 2026 in Review

559 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2026, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TRU and 80 opened new positions — a net loss of 15 holders — while 210 trimmed existing stakes and 202 added.

The largest buyer was Dodge & Cox, adding an estimated $486M. The largest seller was Massachusetts Financial Services, cutting an estimated $183M.

  • 559 institutional investors held TransUnion (TRU) as of Q1 2026, down from 586 in Q4 2025.
  • Funds reported $15.5B of TransUnion stock for Q1 2026, down 12% quarter-over-quarter.
  • 80 funds opened new TransUnion positions in Q1 2026 and 95 closed out, a net change of -15 holders.
  • The largest TransUnion buyer in Q1 2026 was Dodge & Cox, an estimated $486M added.
  • The largest TransUnion seller in Q1 2026 was Massachusetts Financial Services, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2026.