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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
PA
301
Parallel Advisors
California
$403K -$26.6K -158 -6%
DADC
302
D.A. Davidson & Co
Montana
$399K
PEA
303
Park Edge Advisors
Ohio
$396K
OHWA
304
Oak Hill Wealth Advisors
Virginia
$395K +$408K +2,425 New
KJHP
305
K.J. Harrison & Partners
Ontario, Canada
$387K +$22.4K +133 +6%
IC
306
Iconiq Capital
California
$378K +$391K +2,320 New
DC
307
Davenport & Co
Virginia
$377K -$5.05K -30 -1%
SIM
308
Sentry Investment Management
Wisconsin
$377K -$63.5K -377 -14%
PP
309
PDS Planning
Ohio
$376K +$17.5K +104 +5%
SIA
310
Strategic Investment Advisors
Michigan
$372K +$10.3K +61 +3%
CPG
311
Cornerstone Planning Group
New Jersey
$367K -$674 -4 -0.2%
Fisher Asset Management
312
Fisher Asset Management
Washington
$355K +$337 +2 +0.1%
BIM
313
Bridges Investment Management
Nebraska
$354K
QCM
314
QRG Capital Management
Illinois
$354K +$77.7K +461 +27%
FAFN
315
First Affirmative Financial Network
Colorado
$353K +$47.8K +284 +15%
CAM
316
Cresset Asset Management
Illinois
$348K -$824K -4,889 -70%
William Blair & Company
317
William Blair & Company
Illinois
$347K -$3.03K -18 -0.8%
PSP
318
Principal Street Partners
Tennessee
$343K
Select Equity Group
319
Select Equity Group
New York
$336K
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$335K
SI
321
Stephens Inc
Arkansas
$329K -$7.08K -42 -2%
PP
322
PrairieView Partners
Minnesota
$322K -$69.9K -415 -17%
YCM
323
Yousif Capital Management
Michigan
$320K -$746K -4,431 -69%
MOS
324
MGO One Seven
Ohio
$320K +$69.2K +411 +26%
CP
325
Covenant Partners
Tennessee
$319K

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.