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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 %
SS
501
SBI Securities
Japan
$1.32K 15 – –
SC
502
SouthState Corp
Florida
$1.23K 14 -24 -63%
CIAS
503
CBIZ Investment Advisory Services
Ohio
$1.23K 14 +9 +180%
WA
504
WPG Advisers
Maryland
$1.14K 13 +8 +160%
TPWA
505
Twin Peaks Wealth Advisors
California
$1.06K 12 +12 New
HFS
506
Hantz Financial Services
Michigan
$1K 8 +5 +167%
PWMG
507
Private Wealth Management Group
New Jersey
$968 11 – –
MCM
508
MV Capital Management
Maryland
$968 11 +1 +10%
UB
509
UMB Bank
Missouri
$880 10 +6 +150%
BHWM
510
Bay Harbor Wealth Management
Maryland
$704 8 +3 +60%
AWM
511
Activest Wealth Management
Florida
$704 8 +6 +300%
PWM
512
Parkworth Wealth Management
California
$616 7 +3 +75%
HIA
513
HFM Investment Advisors
New Jersey
$616 7 +3 +75%
SC
514
Stephens Consulting
Michigan
$616 7 +7 New
ACA
515
American Capital Advisory
Idaho
$616 7 +7 New
RWM
516
Rialto Wealth Management
New York
$528 6 +6 New
CA
517
CoreCap Advisors
Michigan
$440 5 +5 New
PWA
518
Principia Wealth Advisory
Texas
$352 4 -1 -20%
ADL
519
Asset Dedication LLC
California
$352 4 – –
OP
520
ORG Partners
Indiana
$264 3 +3 New
LFA
521
LGT Financial Advisors
Texas
$264 3 +3 New
WOC
522
West Oak Capital
California
$220 250 – –
PWAM
523
Private Wealth Asset Management
Iowa
$176 2 -5 -71%
QWM
524
Quaker Wealth Management
New Jersey
$176 2 +2 New
TFM
525
TFC Financial Management
Massachusetts
$88 1 +1 New
19 20
21
22 23