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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
Simplex Trading
151
Simplex Trading
Illinois
$1K +$1.04K +70 New
LFG
152
Larson Financial Group
Missouri
$999
TWD
153
True Wealth Design
Ohio
$774 +$75 +5 +12%
MFG
154
Mendota Financial Group
Wisconsin
$242 -$119 -8 -35%
HNB
155
Huntington National Bank
Ohio
$16
HSBC Holdings
156
HSBC Holdings
United Kingdom
-$5.19M -383,282 Closed
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
-$1.61M -118,435 Closed
OMC
158
Old Mission Capital
Illinois
-$1.16M -85,635 Closed
CSS
159
Cubist Systematic Strategies
Connecticut
-$770K -56,713 Closed
Millennium Management
160
Millennium Management
New York
-$661K -48,674 Closed
Point72 Asset Management
161
Point72 Asset Management
Connecticut
-$628K -46,300 Closed
CAM
162
Cresset Asset Management
Illinois
-$572K -42,151 Closed
SSA
163
Schonfeld Strategic Advisors
New York
-$547K -40,300 Closed
FTDI
164
First Trust Direct Indexing
Massachusetts
-$324K -23,864 Closed
AP
165
Advisors Preferred
Maryland
-$288K -21,174 Closed
FC
166
FCA Corp
Texas
-$217K -16,000 Closed
SGI
167
Summit Global Investments
Utah
-$208K -15,344 Closed
EGM
168
Engineers Gate Manager
New York
-$189K -13,961 Closed
Allspring Global Investments
169
Allspring Global Investments
North Carolina
-$42.7K -3,145 Closed
WT
170
Whittier Trust
California
-$40.1K -2,957 Closed
GBT
171
Grove Bank & Trust
Florida
-$1.7K -125 Closed

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.