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TransUnion

544 hedge funds and large institutions have $17.3B invested in TransUnion in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 227 increasing their positions, 196 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $58.1M | Put options by funds: $23.4M

16% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 196

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more capital invested

Capital invested by funds: $16.3B → $17.3B (+$1.01B)

2.15% more ownership

Funds ownership: 99.58%101.74% (+2.2%)

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 547544 (-3)

Holders
544
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
73
Increased
227
Reduced
196
Closed
70
Calls
$58.1M
Puts
$23.4M
Net Calls
+$34.7M
Net Calls Change
-$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
T
501
Tidemark
California
$3.78K
FFO
502
Fortitude Family Office
Arizona
$3.34K +$3.17K +38 New
MAM
503
Meeder Asset Management
Ohio
$3.08K -$5.92K -71 -67%
MCM
504
Manchester Capital Management
Vermont
$2.9K
TWD
505
True Wealth Design
Ohio
$2.9K +$250 +3 +10%
CH
506
Cromwell Holdings
Wyoming
$2.82K +$1.83K +22 +220%
RIL
507
Rothschild Investment LLC
Illinois
$2.82K +$1.83K +22 +220%
EP
508
Essential Partners
California
$2.73K +$2.58K +31 New
CT
509
Clearstead Trust
Maine
$2.2K +$1.08K +13 +108%
MPW
510
MASECO Private Wealth
$2.11K +$2K +24 New
TIM
511
Tortoise Investment Management
New York
$2.02K +$751 +9 +64%
RAM
512
Riggs Asset Management
Pennsylvania
$2.02K +$1.92K +23 New
CAL
513
Capital Advisors Ltd
Ohio
$2K -$834 -10 -26%
MA
514
Montag & Associates
Georgia
$2K +$1.92K +23 New
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$1.85K -$167 -2 -9%
AF
516
Advisornet Financial
Minnesota
$1.76K
SS
517
SBI Securities
Japan
$1.32K
SC
518
SouthState Corp
Florida
$1.23K -$2K -24 -63%
CIAS
519
CBIZ Investment Advisory Services
Ohio
$1.23K +$751 +9 +180%
WA
520
WPG Advisers
Maryland
$1.14K +$667 +8 +160%
TPWA
521
Twin Peaks Wealth Advisors
California
$1.05K +$1K +12 New
HFS
522
Hantz Financial Services
Michigan
$1K +$417 +5 +167%
PWMG
523
Private Wealth Management Group
New Jersey
$968
MCM
524
MV Capital Management
Maryland
$968 +$83 +1 +10%
APW
525
Aventura Private Wealth
Florida
$880

TRU Hedge Fund Activity: Q2 2025 in Review

544 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2025, worth a combined $17.3B — up 6.2% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 70 closed out — a net gain of 3 holders — while 227 added to existing stakes and 196 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $211M. The largest seller was Capital International Investors, cutting an estimated $226M.

  • 544 institutional investors held TransUnion (TRU) as of Q2 2025, down from 547 in Q1 2025.
  • Funds reported $17.3B of TransUnion stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2025 and 70 closed out, a net change of +3 holders.
  • The largest TransUnion buyer in Q2 2025 was Independent Franchise Partners, an estimated $211M added.
  • The largest TransUnion seller in Q2 2025 was Capital International Investors, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2025.