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Thomson Reuters
TRI

Overview Fund Activity

477 hedge funds and large institutions have $13.7B invested in Thomson Reuters in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 159 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
–
Holders Change %
0%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
58
Increased
159
Reduced
164
Closed
52
Calls
$45.9M
Puts
$6.76M
Net Calls
+$39.2M
Net Calls Change
+$3.44M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$299M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$214M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$765M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$939M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$185M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$990M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$259M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$224M
5
Fidelity International
5
Fidelity International
Bermuda
$722M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
351
Icon Wealth Advisors
Texas
$236K -$2.09K -13 -0.9%
GSC
352
Ground Swell Capital
South Carolina
$235K +$235K +1,463 New
BDFN
353
Bond & Devick Financial Network
Minnesota
$234K – – –
CIA
354
Concurrent Investment Advisors
Florida
$231K +$43.1K +269 +23%
CIA
355
Capital Investment Advisors
Georgia
$230K -$8.02K -50 -3%
WCM
356
Wisconsin Capital Management
Wisconsin
$230K – – –
LC
357
Landaas & Company
Wisconsin
$228K +$228K +1,417 New
SFA
358
Seneca Financial Advisors
New York
$226K – – –
SVWAG
359
Sound View Wealth Advisors Group
Georgia
$226K – – –
TW
360
TrinityPoint Wealth
Connecticut
$221K – – –
SDWIA
361
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$221K +$1.93K +12 +0.9%
BRWA
362
B. Riley Wealth Advisors
Florida
$220K -$375K -2,337 -63%
QWP
363
Quotient Wealth Partners
Texas
$219K -$12.7K -79 -5%
EL
364
EWA LLC
Pennsylvania
$218K -$2.57K -16 -1%
DWT
365
Dorsey & Whitney Trust
South Dakota
$216K -$1.28K -8 -0.6%
HNB
366
Huntington National Bank
Ohio
$214K +$36.7K +229 +21%
XT
367
XTX Topco
Cayman Islands
$210K -$877K -5,468 -81%
PHIC
368
Pine Haven Investment Counsel
Massachusetts
$209K – – –
AA
369
Addison Advisors
Vermont
$204K +$10.9K +68 +6%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$202K -$160K -995 -44%
BF
371
Brucke Financial
Indiana
$201K +$201K +1,195 New
PHK
372
Point72 Hong Kong
Hong Kong
$198K -$3.36M -20,938 -94%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$192K +$10.3K +64 +6%
HDIM
374
Hanson & Doremus Investment Management
Vermont
$187K – – –
RS
375
R Squared
Hong Kong
$186K +$186K +1,160 New
13 14
15
16 17