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Thomson Reuters

499 hedge funds and large institutions have $52.8B invested in Thomson Reuters in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 175 increasing their positions, 172 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $35M | Put options by funds: $20.3M

1.31% more ownership

Funds ownership: 87.2%88.51% (+1.3%)

2% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 172

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

8% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 80

4% less funds holding

Funds holding: 521499 (-22)

15% less capital invested

Capital invested by funds: $61.8B → $52.8B (-$9.02B)

Holders
499
Holders Change
-22
Holders Change %
-4.22%
% of All Funds
6.07%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
74
Increased
175
Reduced
172
Closed
80
Calls
$35M
Puts
$20.3M
Net Calls
+$14.8M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SilverOak Wealth Management
Minnesota
$458K
Capstone Investment Advisors
302
Capstone Investment Advisors
New York
$453K -$399K -2,755 -45%
HPG
303
Harvest Portfolios Group
Ontario, Canada
$444K +$74.7K +516 +18%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$442K +$13.6K +94 +3%
BC
305
Bridgefront Capital
Texas
$440K +$475K +3,283 New
DCU
306
Dara Capital US
Florida
$433K +$468K +3,234 New
CIA
307
Concurrent Investment Advisors
Florida
$428K +$101K +697 +28%
RhumbLine Advisers
308
RhumbLine Advisers
Massachusetts
$423K -$48.9K -338 -10%
SBF
309
Sara-Bay Financial
Florida
$422K
FNBOO
310
First National Bank of Omaha
Nebraska
$419K +$450K +3,109 New
EPIMS
311
Evelyn Partners Investment Management Services
$412K +$22.7K +157 +5%
EI
312
Ethic Inc
New York
$404K +$78.2K +540 +22%
Truist Financial
313
Truist Financial
North Carolina
$385K -$539K -3,721 -56%
WHG
314
Westwood Holdings Group
Texas
$381K -$145 -1 -0%
PA
315
Parallel Advisors
California
$379K +$12.6K +87 +3%
CI
316
Cigna Investments
Connecticut
$378K
TWP
317
Tyche Wealth Partners
Texas
$372K +$403K +2,780 New
TP
318
TritonPoint Partners
Maryland
$369K +$399K +2,756 New
PE
319
PCM Encore
Colorado
$368K +$398K +2,746 New
KFI
320
Key Financial Inc
Pennsylvania
$364K
PFG
321
PAX Financial Group
Texas
$363K -$3.77K -26 -1%
DADC
322
D.A. Davidson & Co
Montana
$361K
VA
323
Vident Advisory
Georgia
$339K -$1.59K -11 -0.4%
S
324
Storgate
Texas
$335K +$363K +2,504 New
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$332K -$8.69K -60 -2%