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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
GIA
126
GHP Investment Advisors
Colorado
$11.1K
BIG
127
Brooklyn Investment Group
New York
$9.3K +$8.6K +577 New
BIA
128
Bell Investment Advisors
California
$9.14K +$2.68K +180 +47%
EBA
129
Eagle Bay Advisors
New York
$7.04K
UB
130
UMB Bank
Missouri
$6.66K
Jones Financial Companies
131
Jones Financial Companies
Missouri
$6.45K +$745 +50 +14%
Bessemer Group
132
Bessemer Group
New Jersey
$6K +$1.54K +103 +43%
PS
133
Principal Securities
Iowa
$5.88K +$4.28K +287 +368%
AWM
134
Avior Wealth Management
Nebraska
$5.72K
GWM
135
Geneos Wealth Management
Colorado
$5.09K
JWA
136
JFS Wealth Advisors
Pennsylvania
$4.26K
AFG
137
Albion Financial Group
Utah
$4.06K +$3.76K +252 New
NA
138
NewEdge Advisors
Louisiana
$3.92K
PFBT
139
Parkside Financial Bank & Trust
Missouri
$3.81K
GRP
140
Global Retirement Partners
California
$3.43K -$656 -44 -17%
CFO
141
CVA Family Office
Colorado
$3.08K
CYG
142
Clean Yield Group
Vermont
$2.21K
GKIM
143
GW&K Investment Management
Massachusetts
$2K +$239 +16 +13%
VWM
144
Valley Wealth Managers
New Jersey
$1.74K
NFSG
145
Newbridge Financial Services Group
Florida
$1.71K +$1.58K +106 New
BWL
146
Bogart Wealth LLC
Virginia
$1.63K +$1.51K +101 New
TPCW
147
TD Private Client Wealth
New York
$1.39K
CPG
148
Cornerstone Planning Group
New Jersey
$1.29K +$1.19K +80 New
HI
149
Harbour Investments
Wisconsin
$1.27K
ZB
150
Zions Bancorporation
Utah
$1.03K -$3.76K -252 -80%

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.