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Thomson Reuters

419 hedge funds and large institutions have $33.2B invested in Thomson Reuters in 2026 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 213 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 91.15%92.74% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

11% less capital invested

Capital invested by funds: $37.1B → $33.2B (-$3.94B)

11% less funds holding

Funds holding: 471419 (-52)

15% less call options, than puts

Call options by funds: $65M | Put options by funds: $76.7M

41% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 213

41% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 100

Holders
419
Holders Change
-52
Holders Change %
-11.04%
% of All Funds
5.06%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
126
Reduced
213
Closed
100
Calls
$65M
Puts
$76.7M
Net Calls
-$11.7M
Net Calls Change
-$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$28.6K +$4.63K +53 +18%
WIM
352
Westside Investment Management
California
$27.1K -$87 -1 -0.3%
CFS
353
CGC Financial Services
Oregon
$25.3K
GIM
354
Gold Investment Management
Alberta, Canada
$24.6K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$20.6K -$48.7K -558 -69%
TFGT
356
TS Financial Group (TSFG)
Illinois
$20K
AW
357
Ankerstar Wealth
Texas
$19.4K -$349 -4 -2%
CCWM
358
Cassaday & Co Wealth Management
Virginia
$18K
BFS
359
Bare Financial Services
Pennsylvania
$17.5K +$8.47K +97 +83%
TCOV
360
Trust Company of Vermont
Vermont
$17.4K +$18.6K +213 New
MA
361
Montag & Associates
Georgia
$16.3K -$6.2K -71 -26%
ECSS
362
Eurizon Capital SGR SpA
$15.6K +$16.7K +191 New
BSC
363
Brown Shipley & Co
United Kingdom
$15.4K
ADL
364
Asset Dedication LLC
California
$14.6K -$87 -1 -0.6%
BIAS
365
Beacon Investment Advisory Services
New Jersey
$14K -$25.4K -291 -63%
AssetMark Inc
366
AssetMark Inc
California
$13.6K -$6.81K -78 -32%
CCA
367
Catalyst Capital Advisors
New York
$13.6K +$3.58K +41 +33%
PIM
368
Plato Investment Management
Australia
$13.5K -$158K -1,813 -92%
CT
369
Caldwell Trust
Florida
$12K +$12.8K +147 New
RIL
370
Rothschild Investment LLC
Illinois
$11.8K -$87 -1 -0.7%
PWPS
371
Pinnacle Wealth Planning Services
Ohio
$11.8K -$9.08K -104 -42%
MWPCG
372
Measured Wealth Private Client Group
New Hampshire
$11.7K -$87 -1 -0.7%
Asset Management One
373
Asset Management One
Japan
$11.4K +$6.03K +69 +97%
TFIPS
374
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.2K -$87 -1 -0.7%
SGFG
375
Silver Grove Financial Group
New York
$8.33K +$8.91K +102 New

TRI Hedge Fund Activity: Q2 2026 in Review

419 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2026, worth a combined $33.2B — down 11% from $37.1B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TRI and 59 opened new positions — a net loss of 41 holders — while 213 trimmed existing stakes and 126 added.

The largest buyer was Fidelity International, adding an estimated $249M. The largest seller was Invesco, cutting an estimated $112M.

  • 419 institutional investors held Thomson Reuters (TRI) as of Q2 2026, down from 471 in Q1 2026.
  • Funds reported $33.2B of Thomson Reuters stock for Q2 2026, down 11% quarter-over-quarter.
  • 59 funds opened new Thomson Reuters positions in Q2 2026 and 100 closed out, a net change of -41 holders.
  • The largest Thomson Reuters buyer in Q2 2026 was Fidelity International, an estimated $249M added.
  • The largest Thomson Reuters seller in Q2 2026 was Invesco, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2026.