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TransUnion

533 hedge funds and large institutions have $17.2B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 222 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-3
Holders Change %
-0.56%
% of All Funds
7.15%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
72
Increased
222
Reduced
195
Closed
69
Calls
$58.1M
Puts
$23.4M
Net Calls
+$34.7M
Net Calls Change
-$9.62M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMT
426
Amica Retiree Medical Trust
Rhode Island
$109K
A
427
AlphaQuest
New York
$96.5K +$528 +6 +0.5%
PCM
428
Penserra Capital Management
California
$92K +$10.5K +120 +13%
BBHC
429
Brown Brothers Harriman & Co
New York
$91.4K +$91.4K +1,039 New
SWM
430
Spire Wealth Management
Virginia
$82.4K -$76.2K -866 -48%
PS
431
Principal Securities
Iowa
$81.5K +$10.7K +121 +15%
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$81.3K +$1.23K +14 +2%
S
433
SignatureFD
Georgia
$67K -$15.9K -181 -19%
PA
434
Parallel Advisors
California
$57.3K -$23.9K -272 -29%
NA
435
NewEdge Advisors
Louisiana
$57.1K
GM
436
GeoWealth Management
Illinois
$56.7K +$56.7K +644 New
FHA
437
First Horizon Advisors
Tennessee
$54.2K +$9.59K +109 +21%
C
438
Covestor
United Kingdom
$54K +$41.8K +471 +344%
AAP
439
Arax Advisory Partners
Colorado
$52K +$8.89K +101 +21%
PTC
440
Private Trust Company
Ohio
$47.6K -$1.06K -12 -2%
GRP
441
Global Retirement Partners
California
$47.1K +$47.1K +535 New
EWA
442
EverSource Wealth Advisors
Alabama
$46.5K +$17.3K +197 +60%
RWS
443
Retirement Wealth Solutions
Wisconsin
$44.9K
OCM
444
Osterweis Capital Management
California
$44.7K +$44.7K +508 New
BIG
445
Brooklyn Investment Group
New York
$43.6K +$18.9K +215 +77%
FFA
446
Farther Finance Advisors
California
$43.3K +$1.67K +19 +4%
PWA
447
Physician Wealth Advisors
Utah
$38.4K
TSMHT
448
Thurston Springer Miller Herd & Titak
Indiana
$36.3K +$27.3K +310 +301%
SBFM
449
S-Bank Fund Management
Finland
$35.7K -$11K -125 -24%
MCM
450
MAI Capital Management
Ohio
$35.5K +$27.3K +310 +333%