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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
SS
426
SBI Securities
Japan
$26.8K +$27.6K +164 New
CW
427
Curio Wealth
Maryland
$26.1K +$27K +160 New
DRP
428
Decker Retirement Planning
Utah
$26K +$26.8K +159 New
QC
429
Quent Capital
New York
$24.1K
RIL
430
Rothschild Investment LLC
Illinois
$24.1K
GWM
431
Geneos Wealth Management
Colorado
$23.1K +$23.9K +142 New
TFIPS
432
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K
RF
433
Roxbury Financial
New Jersey
$18.7K +$19K +113 New
VCM
434
Versant Capital Management
Arizona
$18.1K +$18.2K +108 +3,600%
CFG
435
Chapman Financial Group
Hawaii
$16K +$16.5K +98 New
ZB
436
Zions Bancorporation
Utah
$15.7K -$3.03K -18 -16%
CAL
437
Capital Analysts LLC
Pennsylvania
$15K -$2.53K -15 -14%
IA
438
IFP Advisors
Florida
$14.1K -$83.7K -497 -85%
HFS
439
Hantz Financial Services
Michigan
$14K -$1.68K -10 -11%
GFPC
440
Global Financial Private Client
Florida
$13.8K
WSFS
441
Wilmington Savings Fund Society
Delaware
$13.6K
GRP
442
Global Retirement Partners
California
$13K -$2.69K -16 -17%
SC
443
Stephens Consulting
Michigan
$12.7K
HI
444
Harbour Investments
Wisconsin
$11.5K
LWANC
445
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.94K
SO
446
Sierra Ocean
California
$9.78K +$10.1K +60 New
WT
447
Whittier Trust
California
$8.98K
CIAM
448
Caitong International Asset Management
Hong Kong
$8.5K +$8.76K +52 New
CF
449
Conquis Financial
California
$8.34K +$8.59K +51 New
MMCM
450
Murphy & Mullick Capital Management
New York
$7.7K +$7.92K +47 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.