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155 hedge funds and large institutions have $298M invested in Pearson in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $248M → $298M (+$50.1M)

3% more funds holding

Funds holding: 151155 (+4)

0.06% more ownership

Funds ownership: 2.71%2.78% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $433K

Holders
155
Holders Change
+4
Holders Change %
+2.65%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
73
Reduced
31
Closed
16
Calls
Puts
$433K
Net Calls
-$433K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$502K +$237K +15,867 +104%
TI
52
Tidal Investments
Wisconsin
$442K +$408K +27,394 New
ACA
53
Atlas Capital Advisors
Wyoming
$439K -$10.6K -711 -3%
FAM
54
Formidable Asset Management
Ohio
$422K +$390K +26,156 New
SC
55
Syon Capital
California
$413K +$31.3K +2,100 +9%
JFA
56
JNBA Financial Advisors
Minnesota
$411K -$39.3K -2,636 -9%
APF
57
Alaska Permanent Fund
Alaska
$386K
First Trust Advisors
58
First Trust Advisors
Illinois
$354K +$328K +21,979 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$352K -$12.3K -823 -4%
HF
60
HRT Financial
New York
$340K -$1.51M -101,049 -83%
EI
61
Ellevest Inc
New York
$319K -$25.5K -1,711 -8%
Ameriprise
62
Ameriprise
Minnesota
$315K +$19.9K +1,335 +7%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$311K +$18.2K +1,219 +7%
ECM
64
Evergreen Capital Management
Washington
$304K +$26.4K +1,772 +10%
CC
65
Callan Capital
California
$290K +$39.3K +2,638 +17%
S
66
SignatureFD
Georgia
$275K +$1.82K +122 +0.7%
Franklin Resources
67
Franklin Resources
California
$270K +$2.64K +177 +1%
AI
68
Atria Investments
North Carolina
$270K -$8.77K -588 -3%
CHP
69
Cable Hill Partners
Oregon
$267K
TC
70
TownSquare Capital
Utah
$267K +$32.3K +2,167 +15%
QCG
71
Quadrant Capital Group
Ohio
$249K +$21.6K +1,451 +10%
GWM
72
Gitterman Wealth Management
New Jersey
$248K +$19K +1,276 +9%
M&T Bank
73
M&T Bank
New York
$246K +$2.34K +157 +1%
FAFN
74
First Affirmative Financial Network
Colorado
$242K -$26K -1,747 -10%
PSP
75
Principal Street Partners
Tennessee
$240K +$1.46K +98 +0.7%

PSO Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pearson (PSO) for Q4 2024, worth a combined $298M — up 20% from $248M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSO positions and 16 closed out — a net gain of 5 holders — while 73 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.88M. The largest seller was HSBC Holdings, exiting entirely with an estimated $5.19M sold.

  • 155 institutional investors held Pearson (PSO) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $298M of Pearson stock for Q4 2024, up 20% quarter-over-quarter.
  • 21 funds opened new Pearson positions in Q4 2024 and 16 closed out, a net change of +5 holders.
  • The largest Pearson buyer in Q4 2024 was Morgan Stanley, an estimated $5.88M added.
  • The largest Pearson seller in Q4 2024 was HSBC Holdings, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2024.