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
OC
201
Oppenheimer & Co
New York
$1.38M +$1.18K +7 +0.1%
MF
202
Magnetar Financial
Illinois
$1.36M -$599K -3,556 -30%
Wellington Management Group
203
Wellington Management Group
Massachusetts
$1.33M -$1.3M -7,726 -49%
WA
204
Wealthstar Advisors
Texas
$1.3M +$1.34M +7,950 New
S
205
SignatureFD
Georgia
$1.28M +$69.1K +410 +6%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$1.27M +$434K +2,577 +49%
AWM
207
Apollon Wealth Management
South Carolina
$1.27M -$2.86K -17 -0.2%
LI
208
Louisbourg Investments
New Brunswick, Canada
$1.26M -$51.4K -305 -4%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$1.22M +$80.2K +476 +7%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$1.18M -$96K -570 -7%
VT
211
Vise Technologies
New York
$1.15M +$218K +1,297 +22%
S
212
SimplyRich
California
$1.13M
Squarepoint
213
Squarepoint
New York
$1.13M +$421K +2,498 +56%
OAM
214
Oppenheimer Asset Management
New York
$1.11M -$1.18K -7 -0.1%
GT
215
Greenleaf Trust
Michigan
$1.09M
EPIM
216
Evelyn Partners Investment Management
$1.08M +$1.11M +6,617 New
GAM
217
Griffin Asset Management
New York
$1.04M +$49.7K +295 +5%
BGCP
218
Bristol Gate Capital Partners
Ontario, Canada
$1.03M +$73.9K +439 +7%
SIA
219
Sit Investment Associates
Minnesota
$1.01M
KPWS
220
Kestra Private Wealth Services
Texas
$1.01M +$478K +2,837 +84%
NA
221
NewEdge Advisors
Louisiana
$1M +$387K +2,296 +59%
Assenagon Asset Management
222
Assenagon Asset Management
Luxembourg
$958K +$190K +1,127 +24%
IWC
223
Integrated Wealth Concepts
Massachusetts
$936K +$4.21K +25 +0.4%
GCP
224
GSA Capital Partners
United Kingdom
$928K -$588K -3,493 -38%
ECM
225
Evergreen Capital Management
Washington
$910K +$18.7K +111 +2%

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.