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Thomson Reuters
TRI

521 hedge funds and large institutions have $61.8B invested in Thomson Reuters in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 142 increasing their positions, 188 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $222M | Put options by funds: $49.1M

6% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 105

1.03% less ownership

Funds ownership: 88.22% → 87.2% (-1%)

2% less funds holding

Funds holding: 534 → 521 (-13)

24% less capital invested

Capital invested by funds: $81.2B → $61.8B (-$19.4B)

24% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 188

42% less funds holding in top 10

Funds holding in top 10: 12 → 7 (-5)

Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
6.84%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
99
Increased
142
Reduced
188
Closed
105
Calls
$222M
Puts
$49.1M
Net Calls
+$173M
Net Calls Change
+$63.6M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$340M
2
Morgan Stanley
Morgan Stanley
New York
+$195M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$177M
4
First Trust Advisors
First Trust Advisors
Illinois
+$150M
5
BlackRock
BlackRock
New York
+$111M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$725M
2
Millennium Management
Millennium Management
New York
-$442M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$390M
4
HF
HRT Financial
New York
-$279M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$193M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
501
Evelyn Partners Asset Management
$3.57K +$4.29K +23 New
BWL
502
Bogart Wealth LLC
Virginia
$2.95K – – –
AFG
503
Albion Financial Group
Utah
$2.64K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$2.17K – – –
HHGA
505
Halbert Hargrove Global Advisors
California
$2.02K +$2.42K +13 New
AA
506
Ancora Advisors
Ohio
$2.02K – – –
HWM
507
Hemington Wealth Management
Virginia
$2K – – –
AIM
508
Anchor Investment Management
South Carolina
$1.86K – – –
W
509
WealthCollab
Washington
$1.55K +$1.87K +10 New
CFO
510
CVA Family Office
Colorado
$1.24K – – –
GWP
511
Gen-Wealth Partners
Michigan
$1.09K – – –
SWP
512
Strategic Wealth Partners
Ohio
$1.09K – – –
QL
513
Quarry LP
New York
$1.09K +$1.31K +7 New
MG
514
Mather Group
Illinois
$932 +$1.12K +6 New
SHIM
515
Stone House Investment Management
Pennsylvania
$777 +$933 +5 New
AAG
516
Armstrong Advisory Group
Massachusetts
$622 – – –
BMC
517
Bear Mountain Capital
Washington
$483 +$560 +3 New
BLC
518
Brown, Lisle/Cummings
Rhode Island
$466 – – –
TFA
519
Transamerica Financial Advisors
Florida
$361 – – –
SSG
520
Summit Securities Group
New York
$311 +$373 +2 New
KG
521
Kilter Group
New York
$156 – – –
TC
522
Truvestments Capital
Florida
$29 – – –
HF
523
HRT Financial
New York
– -$279M -1,367,148 Closed
Norges Bank
524
Norges Bank
Norway
– -$275M -1,345,717 Closed
ClearBridge Investments
525
ClearBridge Investments
New York
– -$146M -715,443 Closed
19 20
21
22 23

TRI Hedge Fund Activity: Q3 2025 in Review

521 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2025, worth a combined $61.8B — down 24% from $81.2B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of TRI and 99 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $340M. The largest seller was Fidelity International, cutting an estimated $725M.

  • 521 institutional investors held Thomson Reuters (TRI) as of Q3 2025, down from 534 in Q2 2025.
  • Funds reported $61.8B of Thomson Reuters stock for Q3 2025, down 24% quarter-over-quarter.
  • 99 funds opened new Thomson Reuters positions in Q3 2025 and 105 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2025 was Invesco, an estimated $340M added.
  • The largest Thomson Reuters seller in Q3 2025 was Fidelity International, an estimated $725M sold.

Based on aggregated 13F filings for Q3 2025.