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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
CT
401
Colonial Trust
South Carolina
$77.5K
HPC
402
HM Payson & Co
Maine
$77K
AF
403
Allworth Financial
California
$69.4K -$337 -2 -0.5%
EPIME
404
Evelyn Partners Investment Management (Europe)
$63.1K +$65.2K +387 New
OSNBOA
405
Old Second National Bank of Aurora
Illinois
$63K
PS
406
Principal Securities
Iowa
$62.7K +$5.22K +31 +9%
CA
407
CoreCap Advisors
Michigan
$61.7K -$36K -214 -36%
BF
408
BOK Financial
Oklahoma
$61K -$109K -646 -63%
UB
409
UMB Bank
Missouri
$58.4K -$7.58K -45 -11%
EWA
410
EverSource Wealth Advisors
Alabama
$57.9K +$22.4K +133 +60%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$54.4K +$1.18K +7 +2%
GIM
412
Gold Investment Management
Alberta, Canada
$53.9K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$52.4K +$3.54K +21 +7%
GIBU
414
Gulf International Bank (UK)
United Kingdom
$51K -$23.8K -141 -31%
BTI
415
Blue Trust Inc
Georgia
$50.7K -$57.3K -340 -52%
CFS
416
CGC Financial Services
Oregon
$50.5K
CYG
417
Clean Yield Group
Vermont
$39.3K
PP
418
Pacifica Partners
Canada
$38.7K
ADL
419
Asset Dedication LLC
California
$37.5K
AWM
420
Avior Wealth Management
Nebraska
$36.1K -$2.69K -16 -7%
TCOV
421
Trust Company of Vermont
Vermont
$34.3K
NWMP
422
Noble Wealth Management PBC
Colorado
$33K +$34.2K +203 New
BC
423
Bayforest Capital
United Kingdom
$32.2K +$33.4K +198 New
BSC
424
Brown Shipley & Co
United Kingdom
$30.6K
IMC
425
Investment Management Corporation
Virginia
$28.9K +$30K +178 New

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.