We are live on ! Find out more
TRI icon

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
FFO
451
Fortitude Family Office
Arizona
$6.74K
AF
452
Advisornet Financial
Minnesota
$6.58K -$2.69K -16 -29%
CFD
453
Creative Financial Designs
Indiana
$6.42K
PCM
454
Penserra Capital Management
California
$6K
FHA
455
First Horizon Advisors
Tennessee
$5.61K
BIA
456
Bell Investment Advisors
California
$5.29K
HFM
457
Harvest Fund Management
China
$5K -$6.57K -39 -57%
JWA
458
JFS Wealth Advisors
Pennsylvania
$4.97K -$1.68K -10 -24%
MCM
459
MAI Capital Management
Ohio
$4.17K +$4.38K +26 New
BIG
460
Brooklyn Investment Group
New York
$4.01K +$4.21K +25 New
HFS
461
Hopwood Financial Services
Virginia
$3.69K +$3.87K +23 New
AAP
462
Arax Advisory Partners
Colorado
$3.66K -$3.03K -18 -44%
RWS
463
Retirement Wealth Solutions
Wisconsin
$3.26K +$3.54K +21 New
BWL
464
Bogart Wealth LLC
Virginia
$3.05K
HWM
465
Hemington Wealth Management
Virginia
$3K
CFB
466
Cullen/Frost Bankers
Texas
$2.89K
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89K
AFG
468
Albion Financial Group
Utah
$2.73K +$2.86K +17 New
IHWM
469
Iron Horse Wealth Management
Iowa
$2.73K
CAM
470
Creekmur Asset Management
Illinois
$2.41K
CFGS
471
Concourse Financial Group Securities
Alabama
$2.14K
AIM
472
Anchor Investment Management
South Carolina
$1.93K
HT
473
Headlands Technologies
Illinois
$1.76K -$842K -4,999 -100%
VWM
474
Venturi Wealth Management
Texas
$1.28K +$1.35K +8 New
CFO
475
CVA Family Office
Colorado
$1.28K

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.