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TransUnion
TRU

Overview Fund Activity

527 hedge funds and large institutions have $16.9B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 219 increasing their positions, 193 reducing their positions, and 69 closing their positions.

Holders
527
Holders Change
-9
Holders Change %
-1.68%
% of All Funds
7.08%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
71
Increased
219
Reduced
193
Closed
69
Calls
$37.2M
Puts
$19.3M
Net Calls
+$17.9M
Net Calls Change
-$26.4M

Top Buyers

1
IFP
1
Independent Franchise Partners
United Kingdom
$409M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$462M
3
Norges Bank
3
Norges Bank
Norway
$150M
4
MG
4
Meritage Group
California
$521M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$417M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$109M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$151M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
PIM
4
Platinum Investment Management
Australia
$62.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$36.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
476
Atticus Wealth Management
Florida
$5.81K 66 +5 +8%
NEWAS
477
N.E.W. Advisory Services
Wisconsin
$5.72K 65 – –
JWA
478
JFS Wealth Advisors
Pennsylvania
$5.1K 58 -13 -18%
CIA
479
Cape Investment Advisory
Georgia
$4.93K 56 -1 -2%
MSWA
480
Marshall & Sterling Wealth Advisors
New York
$4.66K 53 +53 New
PFBT
481
Parkside Financial Bank & Trust
Missouri
$4.58K 52 +8 +18%
BIA
482
Bell Investment Advisors
California
$4.31K 49 +7 +17%
BGAI
483
Bruce G. Allen Investments
Colorado
$4.14K 47 -2 -4%
SO
484
Sierra Ocean
California
$4.05K 46 +42 +1,050%
S
485
Sachetta
Massachusetts
$3.87K 44 +33 +300%
T
486
Tidemark
California
$3.78K 43 – –
FFO
487
Fortitude Family Office
Arizona
$3.34K 38 +38 New
MAM
488
Meeder Asset Management
Ohio
$3.08K 35 -71 -67%
MCM
489
Manchester Capital Management
Vermont
$2.9K 33 – –
TWD
490
True Wealth Design
Ohio
$2.9K 33 +3 +10%
CH
491
Cromwell Holdings
Wyoming
$2.82K 32 +22 +220%
RIL
492
Rothschild Investment LLC
Illinois
$2.82K 32 +22 +220%
CT
493
Clearstead Trust
Maine
$2.2K 25 +13 +108%
MPW
494
MASECO Private Wealth
$2.11K 24 +24 New
TIM
495
Tortoise Investment Management
New York
$2.02K 23 +9 +64%
RAM
496
Riggs Asset Management
Pennsylvania
$2.02K 23 +23 New
CAL
497
Capital Advisors Ltd
Ohio
$2K 28 -10 -26%
MA
498
Montag & Associates
Georgia
$2K 23 +23 New
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$1.85K 21 -2 -9%
AF
500
Advisornet Financial
Minnesota
$1.76K 20 – –
18 19
20
21 22