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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
MPW
526
MASECO Private Wealth
$2.02K
CAL
527
Capital Advisors Ltd
Ohio
$2K
CCM
528
Cloud Capital Management
Washington
$2K +$2.81K +31 New
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$1.86K
AF
530
Advisornet Financial
Minnesota
$1.76K +$91 +1 +5%
EWP
531
Elevation Wealth Partners
California
$1.51K +$1.63K +18 New
AP
532
Aspect Partners
Virginia
$1.51K +$1.63K +18 New
SS
533
SBI Securities
Japan
$1.26K
JWM
534
JPL Wealth Management
Colorado
$1.26K +$1.36K +15 New
HFM
535
Harvest Fund Management
China
$1K -$5.54K -61 -86%
MCM
536
MV Capital Management
Maryland
$922
PWMG
537
Private Wealth Management Group
New Jersey
$922
APW
538
Aventura Private Wealth
Florida
$838
RWM
539
Rialto Wealth Management
New York
$838 +$363 +4 +67%
GA
540
Guerra Advisors
Florida
$838 +$908 +10 New
AWM
541
Activest Wealth Management
Florida
$754 +$91 +1 +13%
HIA
542
HFM Investment Advisors
New Jersey
$754 +$182 +2 +29%
BHWM
543
Bay Harbor Wealth Management
Maryland
$670
MG
544
Mather Group
Illinois
$620 +$635 +7 New
ACA
545
American Capital Advisory
Idaho
$587
RS
546
Rakuten Securities
Japan
$586 +$545 +6 +600%
PWA
547
Principia Wealth Advisory
Texas
$503 +$182 +2 +50%
FC
548
Financial Consulate
Maryland
$503 +$545 +6 New
SC
549
SouthState Corp
Florida
$419 -$817 -9 -64%
WA
550
WPG Advisers
Maryland
$419 -$726 -8 -62%