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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
WCL
1
Woodbridge Co Ltd
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 %
IHWM
501
Iron Horse Wealth Management
Iowa
$3.42K 17 -6 -26%
RWS
502
Retirement Wealth Solutions
Wisconsin
$3.22K 16 – –
OLVIG
503
Oliver Lagore Vanvalin Investment Group
Michigan
$3.11K 18 +18 New
OP
504
ORG Partners
Indiana
$3.03K 15 +15 New
CCMI
505
Creative Capital Management Investments
California
$3.02K 15 +15 New
HWM
506
Hemington Wealth Management
Virginia
$3K 19 – –
PFBT
507
Parkside Financial Bank & Trust
Missouri
$2.82K 14 +14 New
AA
508
Ancora Advisors
Ohio
$2.62K 13 +13 New
AIM
509
Anchor Investment Management
South Carolina
$2.41K 12 -72 -86%
MSWA
510
Marshall & Sterling Wealth Advisors
New York
$2.41K 12 – –
FHA
511
First Horizon Advisors
Tennessee
$1.66K 8 -27 -77%
CFO
512
CVA Family Office
Colorado
$1.61K 8 – –
GWP
513
Gen-Wealth Partners
Michigan
$1.41K 7 – –
TWD
514
True Wealth Design
Ohio
$1.41K 7 +2 +40%
SWP
515
Strategic Wealth Partners
Ohio
$1.41K 7 +7 New
AAG
516
Armstrong Advisory Group
Massachusetts
$805 4 +4 New
NEWAS
517
N.E.W. Advisory Services
Wisconsin
$603 3 -3 -50%
BLC
518
Brown, Lisle/Cummings
Rhode Island
$603 3 – –
PEAK6
519
PEAK6
Illinois
$534 3 +3 New
TFA
520
Transamerica Financial Advisors
Florida
$468 3 – –
BCM
521
Blume Capital Management
California
$403 2 +2 New
KG
522
Kilter Group
New York
$202 1 +1 New
TC
523
Truvestments Capital
Florida
– – – –
KA
524
Kozak & Associates
Colorado
– – – –
AIMCA
525
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -439,400 Closed
19 20
21
22 23