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TransUnion

559 hedge funds and large institutions have $15.5B invested in TransUnion in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 202 increasing their positions, 210 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.45M

5% more ownership

Funds ownership: 105.85%110.84% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

4% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 210

5% less funds holding

Funds holding: 586559 (-27)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.14B)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

Holders
559
Holders Change
-27
Holders Change %
-4.61%
% of All Funds
6.88%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
80
Increased
202
Reduced
210
Closed
95
Calls
$11M
Puts
$9.45M
Net Calls
+$1.53M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$1.11K +$1.23K +16 New
SEP
527
Signature Equity Partners
Ohio
$1.04K
NSIM
528
North Star Investment Management
Illinois
$1.04K +$689 +9 +150%
SC
529
SouthState Corp
Florida
$1.04K +$1.15K +15 New
HFM
530
Harvest Fund Management
China
$1K
AF
531
Advisornet Financial
Minnesota
$969 -$1.53K -20 -59%
RWM
532
Rialto Wealth Management
New York
$969 +$230 +3 +27%
BGAI
533
Bruce G. Allen Investments
Colorado
$899 -$2.6K -34 -72%
SS
534
SBI Securities
Japan
$899
IAIM
535
International Assets Investment Management
Florida
$894
CT
536
Clearstead Trust
Maine
$762 -$8.11K -106 -91%
FC
537
Financial Consulate
Maryland
$762 +$842 +11 New
MA
538
Montag & Associates
Georgia
$709 -$612 -8 -44%
PWMG
539
Private Wealth Management Group
New Jersey
$692 -$77 -1 -9%
APW
540
Aventura Private Wealth
Florida
$692
1CP
541
1015 Capital Partners
Pennsylvania
$692 +$77 +1 +11%
ACA
542
American Capital Advisory
Idaho
$692 +$383 +5 +100%
VWM
543
Vermillion Wealth Management
Minnesota
$692 +$765 +10 New
HWP
544
Highline Wealth Partners
California
$554 +$612 +8 New
SWM
545
SHP Wealth Management
Massachusetts
$484 +$536 +7 New
HIA
546
HFM Investment Advisors
New Jersey
$415 -$306 -4 -40%
CA
547
CoreCap Advisors
Michigan
$346
SA
548
Seneschal Advisors
Washington
$277
TC
549
Trust Company
Kansas
$277
AUB
550
Atlantic Union Bankshares
Virginia
$277 +$306 +4 New

TRU Hedge Fund Activity: Q1 2026 in Review

559 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2026, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TRU and 80 opened new positions — a net loss of 15 holders — while 210 trimmed existing stakes and 202 added.

The largest buyer was Dodge & Cox, adding an estimated $486M. The largest seller was Massachusetts Financial Services, cutting an estimated $183M.

  • 559 institutional investors held TransUnion (TRU) as of Q1 2026, down from 586 in Q4 2025.
  • Funds reported $15.5B of TransUnion stock for Q1 2026, down 12% quarter-over-quarter.
  • 80 funds opened new TransUnion positions in Q1 2026 and 95 closed out, a net change of -15 holders.
  • The largest TransUnion buyer in Q1 2026 was Dodge & Cox, an estimated $486M added.
  • The largest TransUnion seller in Q1 2026 was Massachusetts Financial Services, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2026.