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TransUnion

578 hedge funds and large institutions have $17.6B invested in TransUnion in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 206 increasing their positions, 205 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0% less capital invested

Capital invested by funds: $17.7B → $17.6B (-$70.3M)

2.86% less ownership

Funds ownership: 108.6%105.73% (-2.9%)

Holders
578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129M
Puts
$19.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
501
Rothschild Investment LLC
Illinois
$10.6K
KFP
502
Kerr Financial Planning
California
$10.2K
CT
503
Clearstead Trust
Maine
$10K
GCM
504
Gables Capital Management
Florida
$9.95K
BIA
505
Bell Investment Advisors
California
$8.83K
RTL
506
Red Tortoise LLC
Georgia
$8.75K
JWA
507
JFS Wealth Advisors
Pennsylvania
$8.66K
HIW
508
Holos Integrated Wealth
Pennsylvania
$8.5K
EPIM
509
Evelyn Partners Investment Management
$8.4K
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$7.63K
CIA
511
Cape Investment Advisory
Georgia
$7.2K
WT
512
Whittier Trust
California
$6.7K
ATC
513
Adirondack Trust Company
New York
$6.69K
CFO
514
CVA Family Office
Colorado
$6.52K
HNW
515
High Note Wealth
Minnesota
$6.52K
EWP
516
Elevation Wealth Partners
California
$6K
OP
517
ORG Partners
Indiana
$5.74K
NEWAS
518
N.E.W. Advisory Services
Wisconsin
$5.57K
SPIA
519
Steward Partners Investment Advisory
New York
$4.69K
PIM
520
Plato Investment Management
Australia
$4.65K
CIAS
521
CBIZ Investment Advisory Services
Ohio
$4.54K
BGAI
522
Bruce G. Allen Investments
Colorado
$4.03K
S
523
Sachetta
Massachusetts
$3.77K
T
524
Tidemark
California
$3.69K
MCM
525
Manchester Capital Management
Vermont
$3.6K