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Thomson Reuters

484 hedge funds and large institutions have $13.8B invested in Thomson Reuters in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $6.76M

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 480484 (+4)

0.1% more ownership

Funds ownership: 18.66%18.76% (+0.1%)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 164

5% less capital invested

Capital invested by funds: $14.5B → $13.8B (-$770M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
484
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
6.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
62
Increased
161
Reduced
164
Closed
52
Calls
$45.9M
Puts
$6.76M
Net Calls
+$39.2M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
226
Nexus Investment Management
Ontario, Canada
$903K
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$900K -$18.4K -109 -2%
FDP
228
Financiere des Professionnels
Quebec, Canada
$894K -$259K -1,540 -22%
Empower Advisory Group
229
Empower Advisory Group
Colorado
$880K +$48K +285 +6%
AAS
230
Avantax Advisory Services
Texas
$851K +$38.1K +226 +5%
CCA
231
Checchi Capital Advisers
California
$843K -$3.03K -18 -0.3%
SA
232
Sanctuary Advisors
Indiana
$834K +$63.5K +377 +8%
BFS
233
Bradley Foster & Sargent
Connecticut
$831K
AAM
234
Advisors Asset Management
Colorado
$825K +$146K +866 +21%
BEI
235
Benjamin Edwards Inc
Missouri
$817K +$34.7K +206 +4%
RWM
236
Ritholtz Wealth Management
New York
$811K -$42.3K -251 -5%
PP
237
Prudential plc
United Kingdom
$809K -$268K -1,591 -24%
Wolverine Trading
238
Wolverine Trading
Illinois
$808K +$473K +2,807 +132%
PCG
239
Prosperity Consulting Group
Maryland
$788K +$9.1K +54 +1%
EGM
240
Engineers Gate Manager
New York
$771K +$797K +4,731 New
II
241
Impact Investors
California
$769K +$795K +4,720 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$760K -$1.85K -11 -0.2%
ET
243
Entropy Technologies
New York
$758K +$783K +4,651 New
KA
244
KDT Advisors
New York
$756K +$782K +4,641 New
P
245
&Partners
Tennessee
$753K +$103K +614 +16%
HC
246
Henshaw Capital
Massachusetts
$750K
PAS
247
Point72 Asia (Singapore)
Singapore
$736K +$761K +4,515 New
MGWM
248
Marks Group Wealth Management
Minnesota
$734K +$69.9K +415 +10%
AI
249
Atria Investments
North Carolina
$734K +$15.3K +91 +2%
FFA
250
Farther Finance Advisors
California
$729K -$56.1K -333 -7%

TRI Hedge Fund Activity: Q4 2024 in Review

484 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2024, worth a combined $13.8B — down 5.3% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TRI positions and 52 closed out — a net gain of 10 holders — while 161 added to existing stakes and 164 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 484 institutional investors held Thomson Reuters (TRI) as of Q4 2024, up from 480 in Q3 2024.
  • Funds reported $13.8B of Thomson Reuters stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new Thomson Reuters positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Thomson Reuters buyer in Q4 2024 was National Bank of Canada, an estimated $149M added.
  • The largest Thomson Reuters seller in Q4 2024 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2024.