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TransUnion

559 hedge funds and large institutions have $15.5B invested in TransUnion in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 202 increasing their positions, 210 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.45M

5% more ownership

Funds ownership: 105.85%110.84% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 210

5% less funds holding

Funds holding: 586559 (-27)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.14B)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

Holders
559
Holders Change
-27
Holders Change %
-4.61%
% of All Funds
6.88%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
80
Increased
202
Reduced
210
Closed
95
Calls
$11M
Puts
$9.45M
Net Calls
+$1.53M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
RMG Wealth Management
Wisconsin
$3.22K +$3.52K +46 New
MG
502
Mather Group
Illinois
$3.11K +$3.44K +45 New
S
503
Sachetta
Massachusetts
$3.04K
EWP
504
Elevation Wealth Partners
California
$2.98K -$2.07K -27 -39%
T
505
Tidemark
California
$2.98K
MB
506
MidFirst Bank
Oklahoma
$2.7K -$206K -2,688 -99%
BIA
507
Bell Investment Advisors
California
$2.56K -$5.05K -66 -64%
CH
508
Cromwell Holdings
Wyoming
$2.56K +$383 +5 +16%
MCM
509
Manchester Capital Management
Vermont
$2.28K -$689 -9 -21%
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.21K
KFG
511
Kingdom Financial Group
Arizona
$2.13K
LAS
512
Lloyd Advisory Services
Georgia
$2.13K +$2.37K +31 New
SRCM
513
Signature Resources Capital Management
California
$2.01K
CAL
514
Capital Advisors Ltd
Ohio
$2K
BHWM
515
Bay Harbor Wealth Management
Maryland
$1.94K +$689 +9 +47%
HNW
516
High Note Wealth
Minnesota
$1.87K -$3.75K -49 -64%
BLC
517
Brown, Lisle/Cummings
Rhode Island
$1.87K +$2.07K +27 New
MPW
518
MASECO Private Wealth
$1.67K
CFM
519
Cornerstone Financial Management
Massachusetts
$1.66K
KG
520
Kilter Group
New York
$1.59K
MAM
521
Marquette Asset Management
Minnesota
$1.59K +$1.3K +17 +283%
AFC
522
Ares Financial Consulting
California
$1.58K
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.52K -$536 -7 -24%
MCM
524
MV Capital Management
Maryland
$1.45K +$842 +11 +110%
AP
525
Aspect Partners
Virginia
$1.25K

TRU Hedge Fund Activity: Q1 2026 in Review

559 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2026, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TRU and 80 opened new positions — a net loss of 15 holders — while 210 trimmed existing stakes and 202 added.

The largest buyer was Dodge & Cox, adding an estimated $486M. The largest seller was Massachusetts Financial Services, cutting an estimated $183M.

  • 559 institutional investors held TransUnion (TRU) as of Q1 2026, down from 586 in Q4 2025.
  • Funds reported $15.5B of TransUnion stock for Q1 2026, down 12% quarter-over-quarter.
  • 80 funds opened new TransUnion positions in Q1 2026 and 95 closed out, a net change of -15 holders.
  • The largest TransUnion buyer in Q1 2026 was Dodge & Cox, an estimated $486M added.
  • The largest TransUnion seller in Q1 2026 was Massachusetts Financial Services, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2026.