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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
OWA
451
Opal Wealth Advisors
New York
$27.1K +$29.9K +391 New
CPG
452
Cornerstone Planning Group
New Jersey
$21.3K -$5.82K -76 -20%
VIS
453
Vega Investment Solutions
France
$20.1K
CA
454
Centerpoint Advisors
Massachusetts
$18K
GXJ
455
Global X Japan
Japan
$17.4K +$1.15K +15 +6%
ZBNA
456
Zions Bancorporation, National Association
Utah
$17.4K +$5.51K +72 +40%
CCWM
457
Cassaday & Co Wealth Management
Virginia
$17.3K +$19.1K +250 New
CFO
458
CVA Family Office
Colorado
$17K +$12.9K +169 +222%
MWPCG
459
Measured Wealth Private Client Group
New Hampshire
$16.2K -$9.49K -124 -35%
CA
460
Clearstead Advisors
Ohio
$14.7K -$61.5K -803 -79%
BW
461
Basepoint Wealth
Iowa
$14.5K -$5.21K -68 -25%
SC
462
Stance Capital
Massachusetts
$13.8K +$15.3K +200 New
CI
463
CX Institutional
Indiana
$13K +$12.6K +164 +820%
AWM
464
Activest Wealth Management
Florida
$12.8K +$13.4K +175 +1,750%
BBHC
465
Brown Brothers Harriman & Co
New York
$12.7K
TPCW
466
TD Private Client Wealth
New York
$11.9K -$4.52K -59 -26%
TWD
467
True Wealth Design
Ohio
$11.8K -$15K -196 -53%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$11.6K +$1.68K +22 +15%
QC
469
Quent Capital
New York
$11.1K +$9.95K +130 +433%
WA
470
WPG Advisers
Maryland
$10.9K -$2.45K -32 -17%
OCWP
471
Owl Creek Wealth Partners
Colorado
$10.7K +$11.8K +154 New
KFP
472
Kerr Financial Planning
California
$10.2K +$77 +1 +0.7%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$9.89K -$18.2K -238 -62%
WPA
474
Wealth Preservation Advisors
Tennessee
$9.48K +$10.5K +137 New
TPWA
475
Twin Peaks Wealth Advisors
California
$9.13K +$10.1K +132 New

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.