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TransUnion

547 hedge funds and large institutions have $16.3B invested in TransUnion in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 190 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $59M | Put options by funds: $14.6M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 190

1.11% more ownership

Funds ownership: 98.47%99.58% (+1.1%)

2% less funds holding

Funds holding: 561547 (-14)

9% less capital invested

Capital invested by funds: $17.8B → $16.3B (-$1.51B)

10% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 86

Holders
547
Holders Change
-14
Holders Change %
-2.5%
% of All Funds
7.33%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
77
Increased
210
Reduced
190
Closed
86
Calls
$59M
Puts
$14.6M
Net Calls
+$44.3M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
526
MV Capital Management
Maryland
$830 -$731 -8 -44%
APW
527
Aventura Private Wealth
Florida
$830
RIL
528
Rothschild Investment LLC
Illinois
$830 +$639 +7 +233%
CH
529
Cromwell Holdings
Wyoming
$830 +$913 +10 New
HWA
530
HHM Wealth Advisors
Tennessee
$747
MG
531
Mather Group
Illinois
$614
PWAM
532
Private Wealth Asset Management
Iowa
$581 +$639 +7 New
WW
533
Winnow Wealth
Texas
$422 +$183 +2 +50%
WA
534
WPG Advisers
Maryland
$415
CIAS
535
CBIZ Investment Advisory Services
Ohio
$415 +$457 +5 New
CFD
536
Creative Financial Designs
Indiana
$415 +$457 +5 New
BHWM
537
Bay Harbor Wealth Management
Maryland
$414 +$457 +5 New
PWA
538
Principia Wealth Advisory
Texas
$405
PWM
539
Parkworth Wealth Management
California
$332
ADL
540
Asset Dedication LLC
California
$332 +$365 +4 New
HIA
541
HFM Investment Advisors
New Jersey
$332 +$365 +4 New
SO
542
Sierra Ocean
California
$332 +$365 +4 New
UB
543
UMB Bank
Missouri
$332 +$365 +4 New
WOC
544
West Oak Capital
California
$207
AWM
545
Activest Wealth Management
Florida
$166 +$183 +2 New
CA
546
CoreCap Advisors
Michigan
$27
OAG
547
Orbis Allan Gray
Bermuda
-$44.3M -478,042 Closed
AIM
548
Artemis Investment Management
United Kingdom
-$33.6M -362,177 Closed
JCM
549
Junto Capital Management
New York
-$30M -323,864 Closed
Jacobs Levy Equity Management
550
Jacobs Levy Equity Management
New Jersey
-$27.7M -298,895 Closed

TRU Hedge Fund Activity: Q1 2025 in Review

547 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2025, worth a combined $16.3B — down 8.5% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TRU and 77 opened new positions — a net loss of 9 holders — while 190 trimmed existing stakes and 210 added.

The largest buyer was Wellington Management Group, adding an estimated $377M. The largest seller was Viking Global Investors, cutting an estimated $252M.

  • 547 institutional investors held TransUnion (TRU) as of Q1 2025, down from 561 in Q4 2024.
  • Funds reported $16.3B of TransUnion stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 77 funds opened new TransUnion positions in Q1 2025 and 86 closed out, a net change of -9 holders.
  • The largest TransUnion buyer in Q1 2025 was Wellington Management Group, an estimated $377M added.
  • The largest TransUnion seller in Q1 2025 was Viking Global Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2025.