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TransUnion
TRU

Overview Fund Activity

533 hedge funds and large institutions have $17.2B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 222 increasing their positions, 195 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
-3
Holders Change %
-0.56%
% of All Funds
7.15%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
72
Increased
222
Reduced
195
Closed
69
Calls
$58.1M
Puts
$23.4M
Net Calls
+$34.7M
Net Calls Change
-$9.62M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$223M
2
SCA
Southpoint Capital Advisors
New York
+$194M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$162M
4
MG
Meritage Group
California
+$144M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$123M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$238M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$111M
4
PIM
Platinum Investment Management
Australia
-$87.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$81.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
501
Tortoise Investment Management
New York
$2.02K +$792 +9 +64%
RAM
502
Riggs Asset Management
Pennsylvania
$2.02K +$2.02K +23 New
CAL
503
Capital Advisors Ltd
Ohio
$2K -$714 -10 -26%
MA
504
Montag & Associates
Georgia
$2K +$2K +23 New
DPW
505
DiNuzzo Private Wealth
Pennsylvania
$1.85K -$176 -2 -9%
AF
506
Advisornet Financial
Minnesota
$1.76K – – –
SS
507
SBI Securities
Japan
$1.32K – – –
SC
508
SouthState Corp
Florida
$1.23K -$2.11K -24 -63%
CIAS
509
CBIZ Investment Advisory Services
Ohio
$1.23K +$792 +9 +180%
WA
510
WPG Advisers
Maryland
$1.14K +$704 +8 +160%
TPWA
511
Twin Peaks Wealth Advisors
California
$1.06K +$1.06K +12 New
HFS
512
Hantz Financial Services
Michigan
$1K +$625 +5 +167%
PWMG
513
Private Wealth Management Group
New Jersey
$968 – – –
MCM
514
MV Capital Management
Maryland
$968 +$88 +1 +10%
UB
515
UMB Bank
Missouri
$880 +$528 +6 +150%
BHWM
516
Bay Harbor Wealth Management
Maryland
$704 +$264 +3 +60%
AWM
517
Activest Wealth Management
Florida
$704 +$528 +6 +300%
PWM
518
Parkworth Wealth Management
California
$616 +$264 +3 +75%
HIA
519
HFM Investment Advisors
New Jersey
$616 +$264 +3 +75%
SC
520
Stephens Consulting
Michigan
$616 +$616 +7 New
ACA
521
American Capital Advisory
Idaho
$616 +$616 +7 New
RWM
522
Rialto Wealth Management
New York
$528 +$528 +6 New
CA
523
CoreCap Advisors
Michigan
$440 +$440 +5 New
PWA
524
Principia Wealth Advisory
Texas
$352 -$88 -1 -20%
ADL
525
Asset Dedication LLC
California
$352 – – –
19 20
21
22 23