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TransUnion

547 hedge funds and large institutions have $16.3B invested in TransUnion in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 190 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $59M | Put options by funds: $14.6M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 190

1.11% more ownership

Funds ownership: 98.47%99.58% (+1.1%)

2% less funds holding

Funds holding: 561547 (-14)

9% less capital invested

Capital invested by funds: $17.8B → $16.3B (-$1.51B)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

Holders
547
Holders Change
-14
Holders Change %
-2.5%
% of All Funds
7.33%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
77
Increased
210
Reduced
190
Closed
86
Calls
$59M
Puts
$14.6M
Net Calls
+$44.3M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$54.3K +$26.5K +290 +1,318%
SAM
452
Smartleaf Asset Management
Massachusetts
$54K -$6.94K -76 -10%
NA
453
NewEdge Advisors
Louisiana
$53.8K
VIS
454
Vega Investment Solutions
France
$52K +$57.3K +627 New
Federated Hermes
455
Federated Hermes
Pennsylvania
$48K -$12.4M -136,214 -100%
RI
456
Ridgewood Investments
New Jersey
$47.6K -$19.1K -209 -27%
PTC
457
Private Trust Company
Ohio
$45.9K +$33.3K +365 +194%
SBFM
458
S-Bank Fund Management
Finland
$44.1K +$48.5K +531 New
RWS
459
Retirement Wealth Solutions
Wisconsin
$42.3K
FHA
460
First Horizon Advisors
Tennessee
$42.1K +$3.65K +40 +9%
AAP
461
Arax Advisory Partners
Colorado
$40.7K +$32.1K +352 +255%
FFA
462
Farther Finance Advisors
California
$39.6K -$1.19K -13 -3%
PWA
463
Physician Wealth Advisors
Utah
$36.2K
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$35.1K +$19.8K +217 +105%
IA
465
IFP Advisors
Florida
$32K +$1.64K +18 +5%
SIC
466
SJS Investment Consulting
Ohio
$30.4K -$365 -4 -1%
EWA
467
EverSource Wealth Advisors
Alabama
$27.5K +$19.4K +212 +178%
GXJ
468
Global X Japan
Japan
$25.8K +$4.38K +48 +18%
HI
469
Harbour Investments
Wisconsin
$24K +$5.57K +61 +27%
BIG
470
Brooklyn Investment Group
New York
$23.3K +$9.96K +109 +63%
CPG
471
Cornerstone Planning Group
New Jersey
$22.4K +$8.77K +96 +49%
RTC
472
Riverview Trust Company
Washington
$17.6K -$548 -6 -3%
CAM
473
Costello Asset Management
Pennsylvania
$16.6K +$18.3K +200 New
CA
474
Centerpoint Advisors
Massachusetts
$16K
SPIA
475
Steward Partners Investment Advisory
New York
$15.4K +$91 +1 +0.5%

TRU Hedge Fund Activity: Q1 2025 in Review

547 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2025, worth a combined $16.3B — down 8.5% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TRU and 77 opened new positions — a net loss of 9 holders — while 190 trimmed existing stakes and 210 added.

The largest buyer was Wellington Management Group, adding an estimated $377M. The largest seller was Viking Global Investors, cutting an estimated $252M.

  • 547 institutional investors held TransUnion (TRU) as of Q1 2025, down from 561 in Q4 2024.
  • Funds reported $16.3B of TransUnion stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 77 funds opened new TransUnion positions in Q1 2025 and 86 closed out, a net change of -9 holders.
  • The largest TransUnion buyer in Q1 2025 was Wellington Management Group, an estimated $377M added.
  • The largest TransUnion seller in Q1 2025 was Viking Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2025.