TRU icon

TransUnion

579 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 (-$70.2M)

2.86% less ownership

Funds ownership: 108.61%105.74% (-2.9%)

Holders
579
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
PWA
551
Principia Wealth Advisory
Texas
$1.2K
SS
552
SBI Securities
Japan
$1.11K
IAIM
553
International Assets Investment Management
Florida
$1.11K
HFM
554
Harvest Fund Management
China
$1K
AW
555
Avion Wealth
Texas
$1K
PWMG
556
Private Wealth Management Group
New Jersey
$944
RWM
557
Rialto Wealth Management
New York
$944
MCM
558
MV Capital Management
Maryland
$858
APW
559
Aventura Private Wealth
Florida
$858
HIA
560
HFM Investment Advisors
New Jersey
$858
AWM
561
Activest Wealth Management
Florida
$858
TFA
562
Transamerica Financial Advisors
Florida
$858
MAM
563
Marquette Asset Management
Minnesota
$515
NSIM
564
North Star Investment Management
Illinois
$514
ACA
565
American Capital Advisory
Idaho
$429
CA
566
CoreCap Advisors
Michigan
$429
SA
567
Seneschal Advisors
Washington
$343
FMP
568
Financial Management Professionals
Texas
$343
ECA
569
Elevated Capital Advisors
Utah
$343
TC
570
Trust Company
Kansas
$343
QWM
571
Quaker Wealth Management
New Jersey
$258
PWAM
572
Private Wealth Asset Management
Iowa
$172
RS
573
Rakuten Securities
Japan
$86
DCM
574
Davis Capital Management
Florida
$86
TFM
575
TFC Financial Management
Massachusetts
$86