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TransUnion
TRU

547 hedge funds and large institutions have $16.3B invested in TransUnion in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 190 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $59M | Put options by funds: $14.6M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

11% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 190

1.11% more ownership

Funds ownership: 98.47% → 99.58% (+1.1%)

2% less funds holding

Funds holding: 561 → 547 (-14)

9% less capital invested

Capital invested by funds: $17.8B → $16.3B (-$1.51B)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

Holders
547
Holders Change
-14
Holders Change %
-2.5%
% of All Funds
7.33%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
77
Increased
210
Reduced
190
Closed
86
Calls
$59M
Puts
$14.6M
Net Calls
+$44.3M
Net Calls Change
+$31.7M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$377M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$195M
3
Citadel Advisors
Citadel Advisors
Florida
+$144M
4
UBS Group
UBS Group
Switzerland
+$76.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$66.4M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$252M
2
Amundi
Amundi
France
-$101M
3
Millennium Management
Millennium Management
New York
-$99.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$71.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
501
Central Trust Company
Missouri
$3.73K – – –
PFBT
502
Parkside Financial Bank & Trust
Missouri
$3.65K -$15.4K -169 -79%
T
503
Tidemark
California
$3.57K – – –
BIA
504
Bell Investment Advisors
California
$3.49K – – –
PAM
505
Parvin Asset Management
South Dakota
$3.15K +$3.47K +38 New
SC
506
SouthState Corp
Florida
$3.15K +$3.47K +38 New
CAL
507
Capital Advisors Ltd
Ohio
$3K – – –
MCM
508
Manchester Capital Management
Vermont
$2.74K – – –
TWD
509
True Wealth Design
Ohio
$2.49K -$822 -9 -23%
FGAM
510
Financial Gravity Asset Management
Texas
$2.41K +$2.65K +29 New
WPA
511
West Paces Advisors
Georgia
$2.16K – – –
HFS
512
Hughes Financial Services
Virginia
$2.01K +$2.19K +24 New
QC
513
Quent Capital
New York
$1.99K – – –
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.91K -$457 -5 -18%
SW
515
SVB Wealth
Massachusetts
$1.83K +$2.01K +22 New
AF
516
Advisornet Financial
Minnesota
$1.66K +$457 +5 +33%
FCAS
517
First Command Advisory Services
Texas
$1.41K +$1.55K +17 New
SS
518
SBI Securities
Japan
$1.25K -$822 -9 -38%
RFA
519
Reyes Financial Architecture
California
$1.25K – – –
GFPC
520
Global Financial Private Client
Florida
$1.25K +$822 +9 +150%
WCM
521
WealthTrak Capital Management
Virginia
$1.25K +$913 +10 +200%
TIM
522
Tortoise Investment Management
New York
$1.16K – – –
CT
523
Clearstead Trust
Maine
$996 +$1.1K +12 New
PWMG
524
Private Wealth Management Group
New Jersey
$913 – – –
S
525
Sachetta
Massachusetts
$913 – – –
19 20
21
22 23

TRU Hedge Fund Activity: Q1 2025 in Review

547 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2025, worth a combined $16.3B — down 8.5% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TRU and 77 opened new positions — a net loss of 9 holders — while 190 trimmed existing stakes and 210 added.

The largest buyer was Wellington Management Group, adding an estimated $377M. The largest seller was Viking Global Investors, cutting an estimated $252M.

  • 547 institutional investors held TransUnion (TRU) as of Q1 2025, down from 561 in Q4 2024.
  • Funds reported $16.3B of TransUnion stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 77 funds opened new TransUnion positions in Q1 2025 and 86 closed out, a net change of -9 holders.
  • The largest TransUnion buyer in Q1 2025 was Wellington Management Group, an estimated $377M added.
  • The largest TransUnion seller in Q1 2025 was Viking Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2025.