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Thomson Reuters
TRI

Overview Fund Activity

490 hedge funds and large institutions have $14.9B invested in Thomson Reuters in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
+13
Holders Change %
+2.73%
% of All Funds
6.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
151
Reduced
190
Closed
33
Calls
$99.1M
Puts
$6.83M
Net Calls
+$92.3M
Net Calls Change
+$53.1M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$129M
2
Millennium Management
Millennium Management
New York
+$121M
3
HF
HRT Financial
New York
+$111M
4
Fidelity International
Fidelity International
Bermuda
+$90.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$77.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$86.3M
2
Bank of America
Bank of America
North Carolina
-$84.9M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$82.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$76.6M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
351
Retirement Investment Advisors
Oklahoma
$272K – – –
CPG
352
Cornerstone Planning Group
New Jersey
$269K -$137K -752 -34%
IC
353
IEQ Capital
California
$268K -$3.98K -23 -1%
MME
354
Meag Munich Ergo
Germany
$268K -$268K -1,554 -50%
PWG
355
Portside Wealth Group
Utah
$266K -$32.5K -188 -11%
DWP
356
Daymark Wealth Partners
Ohio
$261K -$15.2K -88 -6%
JIC
357
Johnson Investment Counsel
Ohio
$261K -$173 -1 -0.1%
Acadian Asset Management
358
Acadian Asset Management
Massachusetts
$258K -$4.82M -28,000 -95%
WA
359
Wealth Alliance
New York
$257K -$70.9K -410 -22%
GCP
360
GSA Capital Partners
United Kingdom
$250K -$748K -4,337 -75%
HWM
361
HB Wealth Management
Georgia
$249K +$249K +1,439 New
WCM
362
Wisconsin Capital Management
Wisconsin
$248K – – –
1WA
363
180 Wealth Advisors
Washington
$247K -$21.8K -126 -8%
LC
364
Landaas & Company
Wisconsin
$245K – – –
CC
365
Callan Capital
California
$244K +$244K +1,414 New
SVWAG
366
Sound View Wealth Advisors Group
Georgia
$243K – – –
BF
367
BOK Financial
Oklahoma
$239K +$171K +992 +252%
CBA
368
Coastal Bridge Advisors
Connecticut
$238K +$238K +1,379 New
CIA
369
Capital Investment Advisors
Georgia
$238K -$10.4K -60 -4%
BDFN
370
Bond & Devick Financial Network
Minnesota
$237K – – –
EL
371
EWA LLC
Pennsylvania
$236K +$1.9K +11 +0.8%
SDWIA
372
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K -$2.94K -17 -1%
DWT
373
Dorsey & Whitney Trust
South Dakota
$234K +$518 +3 +0.2%
FAIM
374
Financial Advocates Investment Management
Washington
$232K -$30.2K -175 -12%
MOS
375
MGO One Seven
Ohio
$229K -$116K -669 -34%
13 14
15
16 17