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TransUnion

560 hedge funds and large institutions have $17.7B invested in TransUnion in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 210 increasing their positions, 178 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $78.7M | Put options by funds: $19.2M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

18% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 178

6.9% more ownership

Funds ownership: 101.74%108.64% (+6.9%)

3% more funds holding

Funds holding: 544560 (+16)

2% more capital invested

Capital invested by funds: $17.3B → $17.7B (+$401M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
560
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
7.35%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
98
Increased
210
Reduced
178
Closed
74
Calls
$78.7M
Puts
$19.2M
Net Calls
+$59.5M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$73.1K +$31.2K +344 +65%
HFS
452
Hantz Financial Services
Michigan
$73K +$78.8K +868 +10,850%
S
453
SignatureFD
Georgia
$62.8K -$1.09K -12 -2%
C
454
Covestor
United Kingdom
$62K +$11.5K +127 +21%
CIAM
455
Caitong International Asset Management
Hong Kong
$62K +$67.2K +740 New
LSA
456
Leonteq Securities AG
Switzerland
$58.3K -$3.63K -40 -5%
BBHC
457
Brown Brothers Harriman & Co
New York
$56.5K -$33.1K -365 -35%
SAM
458
Smartleaf Asset Management
Massachusetts
$55.5K +$31.1K +343 +111%
VCM
459
Versant Capital Management
Arizona
$55.3K +$41.2K +454 +220%
NA
460
NewEdge Advisors
Louisiana
$54.4K
PA
461
Parallel Advisors
California
$53.6K -$999 -11 -2%
FFA
462
Farther Finance Advisors
California
$51.1K +$10.7K +118 +24%
GRP
463
Global Retirement Partners
California
$45.8K +$1.09K +12 +2%
CPG
464
Cornerstone Planning Group
New Jersey
$45.7K -$7.35K -81 -32%
PTC
465
Private Trust Company
Ohio
$43.6K -$1.82K -20 -4%
Walleye Capital
466
Walleye Capital
New York
$42.6K -$149K -1,642 -76%
OCM
467
Osterweis Capital Management
California
$42.6K
CA
468
Clearstead Advisors
Ohio
$42K +$29.8K +328 +190%
PWA
469
Physician Wealth Advisors
Utah
$36.5K
MWPCG
470
Measured Wealth Private Client Group
New Hampshire
$36.4K +$39.5K +435 New
SBFM
471
S-Bank Fund Management
Finland
$33.5K -$545 -6 -1%
MCM
472
MAI Capital Management
Ohio
$31.8K -$2.18K -24 -6%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$30.8K +$1.73K +19 +5%
SIC
474
SJS Investment Consulting
Ohio
$30.4K
TPCW
475
TD Private Client Wealth
New York
$28.2K -$1M -11,019 -97%