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TransUnion

552 hedge funds and large institutions have $17.7B invested in TransUnion in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 176 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
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
$78.7M
Puts
$19.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
526
Elevation Wealth Partners
California
$1.51K
AP
527
Aspect Partners
Virginia
$1.51K
SS
528
SBI Securities
Japan
$1.26K
JWM
529
JPL Wealth Management
Colorado
$1.26K
HFM
530
Harvest Fund Management
China
$1K
PWMG
531
Private Wealth Management Group
New Jersey
$922
APW
532
Aventura Private Wealth
Florida
$838
RWM
533
Rialto Wealth Management
New York
$838
GA
534
Guerra Advisors
Florida
$838
AWM
535
Activest Wealth Management
Florida
$754
HIA
536
HFM Investment Advisors
New Jersey
$754
BHWM
537
Bay Harbor Wealth Management
Maryland
$670
MG
538
Mather Group
Illinois
$620
ACA
539
American Capital Advisory
Idaho
$587
RS
540
Rakuten Securities
Japan
$586
FC
541
Financial Consulate
Maryland
$503
SC
542
SouthState Corp
Florida
$419
WA
543
WPG Advisers
Maryland
$419
CA
544
CoreCap Advisors
Michigan
$419
SA
545
Seneschal Advisors
Washington
$336
OP
546
ORG Partners
Indiana
$251
TFA
547
Transamerica Financial Advisors
Florida
$251
PWAM
548
Private Wealth Asset Management
Iowa
$168
QWM
549
Quaker Wealth Management
New Jersey
$168
DCM
550
Davis Capital Management
Florida
$168