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TransUnion
TRU

Overview Fund Activity

536 hedge funds and large institutions have $16.1B invested in TransUnion in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 186 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
-15
Holders Change %
-2.72%
% of All Funds
7.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
77
Increased
206
Reduced
186
Closed
84
Calls
$59M
Puts
$14.6M
Net Calls
+$44.3M
Net Calls Change
+$31.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$903M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.8B
3
Citadel Advisors
Citadel Advisors
Florida
$226M
4
UBS Group
UBS Group
Switzerland
$100M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.5M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$111M
2
Millennium Management
Millennium Management
New York
$18.1M
3
Amundi
Amundi
France
$17.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$341M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
451
Arax Advisory Partners
Colorado
$40.7K +$29.2K +352 +255%
FFA
452
Farther Finance Advisors
California
$39.6K -$1.09K -13 -3%
PWA
453
Physician Wealth Advisors
Utah
$36.2K – – –
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$35.1K +$18K +217 +105%
IA
455
IFP Advisors
Florida
$32K +$1.49K +18 +5%
SIC
456
SJS Investment Consulting
Ohio
$30.4K -$332 -4 -1%
EWA
457
EverSource Wealth Advisors
Alabama
$27.5K +$17.6K +212 +178%
GXJ
458
Global X Japan
Japan
$25.8K +$3.98K +48 +18%
HI
459
Harbour Investments
Wisconsin
$24K +$5.06K +61 +27%
BIG
460
Brooklyn Investment Group
New York
$23.3K +$9.05K +109 +63%
CPG
461
Cornerstone Planning Group
New Jersey
$22.4K +$7.42K +96 +49%
RTC
462
Riverview Trust Company
Washington
$17.6K -$498 -6 -3%
CAM
463
Costello Asset Management
Pennsylvania
$16.6K +$16.6K +200 New
CA
464
Centerpoint Advisors
Massachusetts
$16K – – –
SPIA
465
Steward Partners Investment Advisory
New York
$15.4K +$83 +1 +0.5%
HFM
466
Harvest Fund Management
China
$15K -$85.4K -1,031 -85%
CA
467
Clearstead Advisors
Ohio
$13.3K +$664 +8 +5%
HNB
468
Huntington National Bank
Ohio
$12.7K -$25K -301 -66%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$2.91K +35 +30%
C
470
Covestor
United Kingdom
$11K +$80 +1 +0.7%
HWM
471
Hemington Wealth Management
Virginia
$11K +$2.11K +27 +24%
GCM
472
Gables Capital Management
Florida
$9.63K – – –
MAM
473
Meeder Asset Management
Ohio
$8.8K -$4.07K -49 -32%
TSMHT
474
Thurston Springer Miller Herd & Titak
Indiana
$8.55K +$8.55K +103 New
HIW
475
Holos Integrated Wealth
Pennsylvania
$8.47K – – –
17 18
19
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