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TransUnion

544 hedge funds and large institutions have $17.3B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 227 increasing their positions, 196 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $58.1M | Put options by funds: $23.4M

16% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 196

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more capital invested

Capital invested by funds: $16.3B → $17.3B (+$1.01B)

2.15% more ownership

Funds ownership: 99.58%101.74% (+2.2%)

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 547544 (-3)

Holders
544
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
73
Increased
227
Reduced
196
Closed
70
Calls
$58.1M
Puts
$23.4M
Net Calls
+$34.7M
Net Calls Change
-$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$46.5K +$16.4K +197 +60%
RWS
452
Retirement Wealth Solutions
Wisconsin
$44.9K
OCM
453
Osterweis Capital Management
California
$44.7K +$42.4K +508 New
BIG
454
Brooklyn Investment Group
New York
$43.6K +$17.9K +215 +77%
FFA
455
Farther Finance Advisors
California
$43.3K +$1.58K +19 +4%
PWA
456
Physician Wealth Advisors
Utah
$38.4K
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$36.3K +$25.9K +310 +301%
SBFM
458
S-Bank Fund Management
Finland
$35.7K -$10.4K -125 -24%
MCM
459
MAI Capital Management
Ohio
$35.5K +$25.9K +310 +333%
MYIA
460
Mount Yale Investment Advisors
Colorado
$34.1K +$32.3K +387 New
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$33.9K -$3.17K -38 -9%
SIC
462
SJS Investment Consulting
Ohio
$31.9K -$334 -4 -1%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$30.7K +$16.6K +199 +133%
GAM
464
Generali Asset Management
Italy
$30K +$28.4K +341 New
SAM
465
Smartleaf Asset Management
Massachusetts
$26.9K -$29.1K -349 -53%
OWA
466
Opal Wealth Advisors
New York
$26.6K -$103K -1,233 -80%
VIS
467
Vega Investment Solutions
France
$25.6K -$28K -336 -54%
CPG
468
Cornerstone Planning Group
New Jersey
$22.8K -$3.34K -40 -14%
HI
469
Harbour Investments
Wisconsin
$22.3K -$3K -36 -12%
GWM
470
Geneos Wealth Management
Colorado
$20.6K -$6.5K -78 -25%
GXJ
471
Global X Japan
Japan
$19.4K -$7.59K -91 -29%
IA
472
IFP Advisors
Florida
$18.4K -$16.8K -201 -52%
VCM
473
Versant Capital Management
Arizona
$18.1K -$81.7K -979 -83%
CAM
474
Costello Asset Management
Pennsylvania
$17.6K
CA
475
Centerpoint Advisors
Massachusetts
$17K

TRU Hedge Fund Activity: Q2 2025 in Review

544 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2025, worth a combined $17.3B — up 6.2% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 70 closed out — a net gain of 3 holders — while 227 added to existing stakes and 196 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $211M. The largest seller was Capital International Investors, cutting an estimated $226M.

  • 544 institutional investors held TransUnion (TRU) as of Q2 2025, down from 547 in Q1 2025.
  • Funds reported $17.3B of TransUnion stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2025 and 70 closed out, a net change of +3 holders.
  • The largest TransUnion buyer in Q2 2025 was Independent Franchise Partners, an estimated $211M added.
  • The largest TransUnion seller in Q2 2025 was Capital International Investors, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.