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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
SBF
276
Sara-Bay Financial
Florida
$511K
CCB
277
Country Club Bank
Missouri
$509K
ICM
278
IMS Capital Management
Oregon
$504K -$16.7K -99 -3%
MME
279
Meag Munich Ergo
Germany
$500K
PFG
280
PAX Financial Group
Texas
$485K -$56.4K -335 -10%
Vontobel Holding
281
Vontobel Holding
Switzerland
$479K
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$478K +$301K +1,786 +153%
CI
283
Cigna Investments
Connecticut
$474K -$337 -2 -0.1%
TRCT
284
Tower Research Capital (TRC)
New York
$472K -$173K -1,027 -26%
AWM
285
Axxcess Wealth Management
California
$470K -$23.2K -138 -5%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$469K +$19K +113 +4%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$469K +$39.6K +235 +9%
CIM
288
Contravisory Investment Management
Massachusetts
$466K -$29.5K -175 -6%
WHG
289
Westwood Holdings Group
Texas
$463K
M&T Bank
290
M&T Bank
New York
$457K -$132K -783 -22%
BJL
291
Brighton Jones LLC
Washington
$448K +$464K +2,753 New
SFA
292
Sequoia Financial Advisors
Ohio
$445K +$27.8K +165 +6%
CL
293
Choreo LLC
Illinois
$444K -$5.22K -31 -1%
KFI
294
Key Financial Inc
Pennsylvania
$442K
SC
295
Savant Capital
Illinois
$438K +$33K +196 +8%
LOAMU
296
Lombard Odier Asset Management (USA)
New York
$428K +$443K +2,629 New
PI
297
PFG Investments
New York
$421K -$72.1K -428 -14%
OIA
298
OneDigital Investment Advisors
Kansas
$413K -$518K -3,077 -55%
PAS
299
Park Avenue Securities
New York
$409K +$87.3K +518 +26%
MC
300
Moors & Cabot
Massachusetts
$405K -$10.9K -65 -3%

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.