TransUnion
587 hedge funds and large institutions have $17.6B invested in TransUnion in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 208 increasing their positions, 206 reducing their positions, and 71 closing their positions.
570% more call options, than puts
Call options by funds: $129M | Put options by funds: $19.3M
51% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 71
5% more funds holding
Funds holding: 561 → 587 (+26)
1% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 206
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0% less capital invested
Capital invested by funds: $17.7B → $17.6B (-$60.9M)
2.82% less ownership
Funds ownership: 108.64% → 105.83% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$809M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$375M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$229M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$87.3M |
| 5 |
Squarepoint
New York
|
+$50.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$333M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$279M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$262M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$225M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$128M |
TRU Hedge Fund Activity: Q4 2025 in Review
587 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2025, worth a combined $17.6B — down 0.34% from $17.7B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new TRU positions and 71 closed out — a net gain of 36 holders — while 208 added to existing stakes and 206 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $809M. The largest seller was Farallon Capital Management, cutting an estimated $333M.
- 587 institutional investors held TransUnion (TRU) as of Q4 2025, up from 561 in Q3 2025.
- Funds reported $17.6B of TransUnion stock for Q4 2025, down 0.34% quarter-over-quarter.
- 107 funds opened new TransUnion positions in Q4 2025 and 71 closed out, a net change of +36 holders.
- The largest TransUnion buyer in Q4 2025 was Dodge & Cox, an estimated $809M added.
- The largest TransUnion seller in Q4 2025 was Farallon Capital Management, an estimated $333M sold.
Based on aggregated 13F filings for Q4 2025.