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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
MG
76
Mather Group
Illinois
$238K
GWWM
77
Great Waters Wealth Management
Minnesota
$234K
Raymond James Financial
78
Raymond James Financial
Florida
$225K +$208K +13,948 New
SFA
79
Sequoia Financial Advisors
Ohio
$225K +$14K +941 +7%
SI
80
Seeds Investor
New York
$225K +$25K +1,677 +14%
UCFA
81
United Capital Financial Advisors
Texas
$219K -$5.16K -346 -2%
CA
82
Crane Advisory
California
$219K
Osaic Holdings
83
Osaic Holdings
Arizona
$213K +$45.7K +3,068 +30%
FIM
84
Freedom Investment Management
Connecticut
$207K -$28.9K -1,936 -13%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$201K +$656 +44 +0.4%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$192K +$178K +11,929 New
Truist Financial
87
Truist Financial
North Carolina
$191K +$24.2K +1,625 +16%
GT
88
Glenmede Trust
Pennsylvania
$187K +$9.06K +608 +6%
SC
89
Savant Capital
Illinois
$181K +$167K +11,230 New
CL
90
Choreo LLC
Illinois
$179K -$8.81K -591 -5%
CCM
91
Coldstream Capital Management
Washington
$176K +$163K +10,929 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$175K +$1.15K +77 +0.7%
YCM
93
Yousif Capital Management
Michigan
$174K
CG
94
Caprock Group
Idaho
$168K -$5.47K -367 -3%
PA
95
Parallel Advisors
California
$153K +$6.66K +447 +5%
Citigroup
96
Citigroup
New York
$152K +$3.13K +210 +2%
TRCT
97
Tower Research Capital (TRC)
New York
$146K +$121K +8,118 +850%
GI
98
GAMMA Investing
California
$143K +$58.2K +3,901 +79%
Wells Fargo
99
Wells Fargo
California
$136K +$39.3K +2,637 +46%
GM
100
GeoWealth Management
Illinois
$134K +$124K +8,300 New

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.