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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
QCG
326
Quadrant Capital Group
Ohio
$317K -$842 -5 -0.3%
SWM
327
Spire Wealth Management
Virginia
$316K +$327K +1,939 New
NG
328
Norden Group
Utah
$313K -$13.8K -82 -4%
CGL
329
Clarius Group LLC
Washington
$312K -$34K -202 -10%
WIA
330
Westbourne Investment Advisors
Maryland
$311K
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$310K -$1.35K -8 -0.4%
WA
332
Wealth Alliance
New York
$304K -$3.71K -22 -1%
FCI
333
Financial Counselors Inc
Kansas
$299K
SIA
334
Schechter Investment Advisors
Michigan
$295K +$8.59K +51 +3%
AFG
335
Atomi Financial Group
New York
$292K +$41.8K +248 +16%
SCP
336
Sivia Capital Partners
California
$288K -$168 -1 -0.1%
CS
337
Candriam SCA
Luxembourg
$284K
OFW
338
Omnia Family Wealth
Florida
$282K
PWG
339
Portside Wealth Group
Utah
$277K +$337 +2 +0.1%
SG Americas Securities
340
SG Americas Securities
New York
$261K -$77.8K -462 -22%
DWP
341
Daymark Wealth Partners
Ohio
$257K +$674 +4 +0.3%
BAM
342
Burgundy Asset Management
Ontario, Canada
$256K
QI
343
Qtron Investments
Massachusetts
$256K
GFA
344
Grunden Financial Advisory
Texas
$254K
IC
345
IEQ Capital
California
$253K -$10.9K -65 -4%
LIC
346
Laurus Investment Counsel
Canada
$253K
RIA
347
Retirement Investment Advisors
Oklahoma
$252K
1WA
348
180 Wealth Advisors
Washington
$249K -$27.3K -162 -10%
SWM
349
SeaCrest Wealth Management
New York
$249K
VA
350
Vident Advisory
Georgia
$248K +$22.4K +133 +10%

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.