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TransUnion
TRU

Overview Fund Activity

536 hedge funds and large institutions have $16.1B invested in TransUnion in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 186 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
-15
Holders Change %
-2.72%
% of All Funds
7.28%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
77
Increased
206
Reduced
186
Closed
84
Calls
$59M
Puts
$14.6M
Net Calls
+$44.3M
Net Calls Change
+$31.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$903M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.8B
3
Citadel Advisors
Citadel Advisors
Florida
$226M
4
UBS Group
UBS Group
Switzerland
$100M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.5M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$111M
2
Millennium Management
Millennium Management
New York
$18.1M
3
Amundi
Amundi
France
$17.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$341M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
476
Red Tortoise LLC
Georgia
$8.47K – – –
EPIM
477
Evelyn Partners Investment Management
$8.13K +$8.13K +98 New
CFO
478
CVA Family Office
Colorado
$7.8K +$6.81K +82 +683%
MCM
479
MAI Capital Management
Ohio
$7.72K +$7.64K +92 +9,200%
BFPW
480
BOK Financial Private Wealth
Colorado
$7.22K +$7.22K +87 New
WT
481
Whittier Trust
California
$6.72K – – –
SCB
482
Saudi Central Bank
Saudi Arabia
$6.39K +$6.39K +77 New
MIFH
483
Migdal Insurance & Financial Holdings
Israel
$6K +$6K +72 New
JWA
484
JFS Wealth Advisors
Pennsylvania
$5.89K -$3.07K -37 -34%
NEWAS
485
N.E.W. Advisory Services
Wisconsin
$5.39K +$5.39K +65 New
AWM
486
Atticus Wealth Management
Florida
$5.06K – – –
CIA
487
Cape Investment Advisory
Georgia
$4.73K – – –
WB
488
Webster Bank
Connecticut
$4.65K – – –
BGAI
489
Bruce G. Allen Investments
Colorado
$4.07K -$996 -12 -20%
SIC
490
Salem Investment Counselors
North Carolina
$4.07K +$4.07K +49 New
CTC
491
Central Trust Company
Missouri
$3.74K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$3.65K -$14K -169 -79%
T
493
Tidemark
California
$3.57K – – –
BIA
494
Bell Investment Advisors
California
$3.49K – – –
PAM
495
Parvin Asset Management
South Dakota
$3.15K +$3.15K +38 New
SC
496
SouthState Corp
Florida
$3.15K +$3.15K +38 New
CAL
497
Capital Advisors Ltd
Ohio
$3K – – –
MCM
498
Manchester Capital Management
Vermont
$2.74K – – –
TWD
499
True Wealth Design
Ohio
$2.49K -$747 -9 -23%
FGAM
500
Financial Gravity Asset Management
Texas
$2.41K +$2.41K +29 New
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