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TransUnion

538 hedge funds and large institutions have $17.3B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2.85% more ownership

Funds ownership: 98.84%101.69% (+2.8%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% less funds holding

Funds holding: 542538 (-4)

Holders
538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58.1M
Puts
$23.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
501
Cromwell Holdings
Wyoming
$2.82K
RIL
502
Rothschild Investment LLC
Illinois
$2.82K
CT
503
Clearstead Trust
Maine
$2.2K
MPW
504
MASECO Private Wealth
$2.11K
TIM
505
Tortoise Investment Management
New York
$2.02K
RAM
506
Riggs Asset Management
Pennsylvania
$2.02K
CAL
507
Capital Advisors Ltd
Ohio
$2K
MA
508
Montag & Associates
Georgia
$2K
DPW
509
DiNuzzo Private Wealth
Pennsylvania
$1.85K
AF
510
Advisornet Financial
Minnesota
$1.76K
SS
511
SBI Securities
Japan
$1.32K
SC
512
SouthState Corp
Florida
$1.23K
CIAS
513
CBIZ Investment Advisory Services
Ohio
$1.23K
WA
514
WPG Advisers
Maryland
$1.14K
TPWA
515
Twin Peaks Wealth Advisors
California
$1.05K
HFS
516
Hantz Financial Services
Michigan
$1K
PWMG
517
Private Wealth Management Group
New Jersey
$968
MCM
518
MV Capital Management
Maryland
$968
APW
519
Aventura Private Wealth
Florida
$880
UB
520
UMB Bank
Missouri
$880
BHWM
521
Bay Harbor Wealth Management
Maryland
$704
AWM
522
Activest Wealth Management
Florida
$704
PWM
523
Parkworth Wealth Management
California
$616
HIA
524
HFM Investment Advisors
New Jersey
$616
SC
525
Stephens Consulting
Michigan
$616