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TransUnion
TRU

Overview Fund Activity

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

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$223M
2
SCA
Southpoint Capital Advisors
New York
+$194M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$162M
4
MG
Meritage Group
California
+$144M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$123M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$238M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$111M
4
PIM
Platinum Investment Management
Australia
-$87.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$81.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
451
Mount Yale Investment Advisors
Colorado
$34.1K +$34.1K +387 New
Fifth Third Bancorp
452
Fifth Third Bancorp
Ohio
$33.9K -$3.34K -38 -9%
SIC
453
SJS Investment Consulting
Ohio
$31.9K -$352 -4 -1%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$30.7K +$17.5K +199 +133%
GAM
455
Generali Asset Management
Italy
$30K +$30K +341 New
SAM
456
Smartleaf Asset Management
Massachusetts
$26.9K -$30.5K -349 -53%
OWA
457
Opal Wealth Advisors
New York
$26.6K -$109K -1,233 -80%
VIS
458
Vega Investment Solutions
France
$25.6K -$29.6K -336 -54%
CPG
459
Cornerstone Planning Group
New Jersey
$22.8K -$3.64K -40 -14%
HI
460
Harbour Investments
Wisconsin
$22.3K -$3.17K -36 -12%
GWM
461
Geneos Wealth Management
Colorado
$20.6K -$6.86K -78 -25%
GXJ
462
Global X Japan
Japan
$19.4K -$8.01K -91 -29%
IA
463
IFP Advisors
Florida
$18.4K -$20K -201 -52%
VCM
464
Versant Capital Management
Arizona
$18.1K -$86.2K -979 -83%
CAM
465
Costello Asset Management
Pennsylvania
$17.6K – – –
CA
466
Centerpoint Advisors
Massachusetts
$17K – – –
RI
467
Ridgewood Investments
New Jersey
$16.3K -$34.2K -389 -68%
CA
468
Clearstead Advisors
Ohio
$15.2K +$1.14K +13 +8%
HWM
469
Hemington Wealth Management
Virginia
$13K +$615 +7 +5%
SPIA
470
Steward Partners Investment Advisory
New York
$12.1K -$4.13K -47 -25%
HNB
471
Huntington National Bank
Ohio
$10.6K -$2.82K -32 -21%
GCM
472
Gables Capital Management
Florida
$10.2K – – –
HIW
473
Holos Integrated Wealth
Pennsylvania
$9.2K – – –
RTL
474
Red Tortoise LLC
Georgia
$8.98K – – –
EPIMS
475
Evelyn Partners Investment Management Services
$8.63K +$8.63K +98 New
17 18
19
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