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Thomson Reuters
TRI

Overview Fund Activity

524 hedge funds and large institutions have $81.1B invested in Thomson Reuters in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 182 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+35
Holders Change %
+7.16%
% of All Funds
7.02%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
90
Increased
182
Reduced
167
Closed
45
Calls
$127M
Puts
$17.4M
Net Calls
+$110M
Net Calls Change
+$17.5M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$330M
2
HF
HRT Financial
New York
+$150M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$99.7M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$98.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$89.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$179M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$114M
3
Fidelity International
Fidelity International
Bermuda
-$101M
4
Morgan Stanley
Morgan Stanley
New York
-$97.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$247K -$2.82K -14 -1%
ACM
377
Advisors Capital Management
New Jersey
$245K -$6.64K -33 -3%
GCP
378
GSA Capital Partners
United Kingdom
$241K -$50K -249 -17%
BF
379
Brucke Financial
Indiana
$240K -$603 -3 -0.3%
MLL
380
Moody Lynn & Lieberson
Massachusetts
$239K – – –
SFA
381
Seneca Financial Advisors
New York
$238K – – –
FIM
382
Freedom Investment Management
Connecticut
$237K +$237K +1,179 New
KCM
383
Kathmere Capital Management
Pennsylvania
$237K +$237K +1,176 New
EWA
384
EverSource Wealth Advisors
Alabama
$236K +$112K +559 +91%
Prudential Financial
385
Prudential Financial
New Jersey
$234K +$234K +1,168 New
Thrivent Financial for Lutherans
386
Thrivent Financial for Lutherans
Minnesota
$234K -$128K -647 -35%
Kovitz Investment Group Partners
387
Kovitz Investment Group Partners
Illinois
$231K +$231K +1,149 New
WHC
388
Wulff, Hansen & Co
California
$230K +$230K +1,144 New
BOPW
389
Brandywine Oak Private Wealth
Pennsylvania
$227K +$227K +1,129 New
QWP
390
Quotient Wealth Partners
Texas
$226K +$226K +1,125 New
WIA
391
World Investment Advisors
California
$222K +$222K +1,106 New
PWA
392
Physician Wealth Advisors
Utah
$218K +$603 +3 +0.3%
AG
393
Ascent Group
Virginia
$217K +$217K +1,080 New
BRWA
394
B. Riley Wealth Advisors
Florida
$217K +$217K +1,079 New
EI
395
Ethic Inc
New York
$217K +$217K +1,096 New
AWM
396
Axxcess Wealth Management
California
$217K -$36.4K -181 -14%
GWWM
397
Great Waters Wealth Management
Minnesota
$216K +$216K +1,073 New
KWM
398
Kaydan Wealth Management
Michigan
$216K +$216K +1,072 New
MME
399
Meag Munich Ergo
Germany
$213K -$99.3K -495 -32%
T
400
TOBAM
France
$212K -$222K -810 -51%
14 15
16
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