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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 %
WPA
501
West Paces Advisors
Georgia
$2.16K – – –
HFS
502
Hughes Financial Services
Virginia
$2.01K +$2.01K +24 New
QC
503
Quent Capital
New York
$1.99K – – –
DPW
504
DiNuzzo Private Wealth
Pennsylvania
$1.91K -$415 -5 -18%
SW
505
SVB Wealth
Massachusetts
$1.83K +$1.83K +22 New
AF
506
Advisornet Financial
Minnesota
$1.66K +$415 +5 +33%
FCAS
507
First Command Advisory Services
Texas
$1.41K +$1.41K +17 New
SS
508
SBI Securities
Japan
$1.25K -$747 -9 -38%
RFA
509
Reyes Financial Architecture
California
$1.25K – – –
GFPC
510
Global Financial Private Client
Florida
$1.25K +$747 +9 +150%
WCM
511
WealthTrak Capital Management
Virginia
$1.25K +$830 +10 +200%
TIM
512
Tortoise Investment Management
New York
$1.16K – – –
CT
513
Clearstead Trust
Maine
$996 +$996 +12 New
S
514
Sachetta
Massachusetts
$913 – – –
PWMG
515
Private Wealth Management Group
New Jersey
$913 – – –
MCM
516
MV Capital Management
Maryland
$830 -$664 -8 -44%
RIL
517
Rothschild Investment LLC
Illinois
$830 +$581 +7 +233%
CH
518
Cromwell Holdings
Wyoming
$830 +$830 +10 New
HWA
519
HHM Wealth Advisors
Tennessee
$747 – – –
MG
520
Mather Group
Illinois
$614 – – –
PWAM
521
Private Wealth Asset Management
Iowa
$581 +$581 +7 New
WW
522
Winnow Wealth
Texas
$422 +$141 +2 +50%
WA
523
WPG Advisers
Maryland
$415 – – –
CFD
524
Creative Financial Designs
Indiana
$415 +$415 +5 New
CIAS
525
CBIZ Investment Advisory Services
Ohio
$415 +$415 +5 New
19 20
21
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