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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
7.14%
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 %
EPIM
476
Evelyn Partners Investment Management
$8.62K +$870 +11 +11%
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
$8.45K +$8.45K +96 New
CFO
478
CVA Family Office
Colorado
$7.57K -$704 -8 -9%
WT
479
Whittier Trust
California
$7.13K – – –
Federated Hermes
480
Federated Hermes
Pennsylvania
$6.78K -$44.1K -501 -87%
HFM
481
Harvest Fund Management
China
$6K -$9.3K -110 -61%
AWM
482
Atticus Wealth Management
Florida
$5.81K +$440 +5 +8%
NEWAS
483
N.E.W. Advisory Services
Wisconsin
$5.72K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$5.1K -$1.14K -13 -18%
CIA
485
Cape Investment Advisory
Georgia
$4.93K -$88 -1 -2%
MSWA
486
Marshall & Sterling Wealth Advisors
New York
$4.66K +$4.66K +53 New
PFBT
487
Parkside Financial Bank & Trust
Missouri
$4.58K +$704 +8 +18%
BIA
488
Bell Investment Advisors
California
$4.31K +$616 +7 +17%
BGAI
489
Bruce G. Allen Investments
Colorado
$4.14K -$176 -2 -4%
SO
490
Sierra Ocean
California
$4.05K +$3.7K +42 +1,050%
S
491
Sachetta
Massachusetts
$3.87K +$2.9K +33 +300%
T
492
Tidemark
California
$3.78K – – –
FFO
493
Fortitude Family Office
Arizona
$3.34K +$3.34K +38 New
MAM
494
Meeder Asset Management
Ohio
$3.08K -$6.25K -71 -67%
MCM
495
Manchester Capital Management
Vermont
$2.9K – – –
TWD
496
True Wealth Design
Ohio
$2.9K +$264 +3 +10%
RIL
497
Rothschild Investment LLC
Illinois
$2.82K +$1.94K +22 +220%
CH
498
Cromwell Holdings
Wyoming
$2.82K +$1.94K +22 +220%
CT
499
Clearstead Trust
Maine
$2.2K +$1.14K +13 +108%
MPW
500
MASECO Private Wealth
$2.11K +$2.11K +24 New
18 19
20
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