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Thomson Reuters
TRI

Overview Fund Activity

522 hedge funds and large institutions have $81B invested in Thomson Reuters in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 181 increasing their positions, 166 reducing their positions, and 46 closing their positions.

Holders
522
Holders Change
+32
Holders Change %
+6.53%
% of All Funds
7.01%
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
181
Reduced
166
Closed
46
Calls
$89.9M
Puts
$11.6M
Net Calls
+$78.3M
Net Calls Change
-$13.9M

Top Buyers

1
TWC
1
The Woodbridge Company
Ontario, Canada
$60.5B
2
TFHU
2
TLT Family Holdco ULC
$865M
3
LFC
3
LCC Family Corp
$813M
4
SFC
4
SEG Family Corp
$660M
5
Millennium Management
5
Millennium Management
New York
$510M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.82M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.25B
3
Fidelity International
3
Fidelity International
Bermuda
$909M
4
Morgan Stanley
4
Morgan Stanley
New York
$216M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.04B
Name Market Value Shares Shares
Change 		Shares
Change %
PWAM
426
Private Wealth Asset Management
Iowa
$115K 573 – –
CH
427
Cromwell Holdings
Wyoming
$106K 527 +19 +4%
BBHC
428
Brown Brothers Harriman & Co
New York
$106K 526 +33 +7%
GM
429
GeoWealth Management
Illinois
$104K 517 -349 -40%
RI
430
Ridgewood Investments
New Jersey
$103K 514 – –
Nisa Investment Advisors
431
Nisa Investment Advisors
Missouri
$99.8K 496 – –
FNWA
432
Financial Network Wealth Advisors
Utah
$95.1K 473 +473 New
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$92.3K 459 -25 -5%
MCM
434
MAI Capital Management
Ohio
$82.5K 410 +384 +1,477%
AF
435
Allworth Financial
California
$80.7K 401 – –
FP
436
Financial Perspectives
Minnesota
$80.5K 400 +400 New
OSNBOA
437
Old Second National Bank of Aurora
Illinois
$79K 393 – –
SAM
438
Smartleaf Asset Management
Massachusetts
$79K 399 -80 -17%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$76.6K 381 -30 -7%
TCOT
440
Trust Company of Toledo
Ohio
$76.6K 381 +381 New
BTI
441
Blue Trust Inc
Georgia
$73.4K 365 +45 +14%
UB
442
UMB Bank
Missouri
$73.2K 364 – –
PS
443
Principal Securities
Iowa
$69.8K 347 -44 -11%
GIM
444
Gold Investment Management
Alberta, Canada
$67.6K 336 – –
CFS
445
CGC Financial Services
Oregon
$63.4K 315 – –
SS
446
SBI Securities
Japan
$62.1K 309 +73 +31%
LWANC
447
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K 12,471 +12,409 +20,015%
ADL
448
Asset Dedication LLC
California
$47.9K 238 – –
CYG
449
Clean Yield Group
Vermont
$46.7K 232 – –
Optiver Holding
450
Optiver Holding
Netherlands
$44.7K 222 +222 New
16 17
18
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