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TransUnion

560 hedge funds and large institutions have $17.7B invested in TransUnion in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 210 increasing their positions, 178 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $78.7M | Put options by funds: $19.2M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

18% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 178

6.9% more ownership

Funds ownership: 101.74%108.64% (+6.9%)

3% more funds holding

Funds holding: 544560 (+16)

2% more capital invested

Capital invested by funds: $17.3B → $17.7B (+$401M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
560
Holders Change
+16
Holders Change %
+2.94%
% of All Funds
7.35%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
98
Increased
210
Reduced
178
Closed
74
Calls
$78.7M
Puts
$19.2M
Net Calls
+$59.5M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$5.92K -$6.08K -67 -49%
NEWAS
502
N.E.W. Advisory Services
Wisconsin
$5.45K
JWA
503
JFS Wealth Advisors
Pennsylvania
$4.78K -$91 -1 -2%
CIA
504
Cape Investment Advisory
Georgia
$4.69K
SL
505
Salomon & Ludwin
Virginia
$4.64K +$5.45K +60 New
PIM
506
Plato Investment Management
Australia
$4.49K +$4.9K +54 New
MSWA
507
Marshall & Sterling Wealth Advisors
New York
$4.44K
PFBT
508
Parkside Financial Bank & Trust
Missouri
$4.36K
PG
509
Proffitt & Goodson
Tennessee
$4.36K +$4.72K +52 New
FFO
510
Fortitude Family Office
Arizona
$4.02K +$908 +10 +26%
BGAI
511
Bruce G. Allen Investments
Colorado
$3.94K
BIA
512
Bell Investment Advisors
California
$3.69K -$454 -5 -10%
S
513
Sachetta
Massachusetts
$3.69K
T
514
Tidemark
California
$3.6K
Q1WB
515
Quest 10 Wealth Builders
Virginia
$3.6K +$3.9K +43 New
QC
516
Quent Capital
New York
$3.52K +$3.81K +42 New
MAM
517
Meeder Asset Management
Ohio
$3.35K +$454 +5 +14%
CA
518
Crewe Advisors
Utah
$3.1K +$3.36K +37 New
MCM
519
Manchester Capital Management
Vermont
$2.77K
CH
520
Cromwell Holdings
Wyoming
$2.68K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.68K +$2.9K +32 New
RIL
522
Rothschild Investment LLC
Illinois
$2.43K -$272 -3 -9%
CT
523
Clearstead Trust
Maine
$2.1K
TIM
524
Tortoise Investment Management
New York
$2.1K +$182 +2 +9%
MA
525
Montag & Associates
Georgia
$2.02K +$91 +1 +4%