Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THOMSON REUTERS CORP (TRI)

485 + Investors. Track Smart Money conviction in TRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — TRI

Based on 472 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their TRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
472 hedge funds hold TRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

242 buying262 selling
Last quarter: 262 funds reduced or exited vs 242 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 92 → 101 → 73. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new
282 out of 472 hedge funds have held TRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +0%, value -15%

Value
-14%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

48 → 53 → 92 → 101 → 73 new funds/Q
New funds entering each quarter: 53 → 92 → 101 → 73. A growing number of institutions are discovering TRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 25% new
Of 485 current holders: 303 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
41 of 472 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TRI

How many hedge funds hold TRI — quarterly history vs. share price
Quarterly hedge fund ownership of TRI vs. share price

Market Analysis: TRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 6 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: TRI
2026 Q1 Stats Unlock in 22 days 485 + Investors

Track Smart Money conviction in TRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 485 512 -5.27%
13F Shares 399M 398M 0.33%
Total Value $52.68B $61.85B -14.82%
New Positions 73 104 -31
Increased Positions 180 166 +14
Closed Positions 100 108 -8
Reduced Positions 194 194 -
Total Calls 8 10 -20.0%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 0.8 Neutral

Statistics: TRI

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

485 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRI. Verified SEC 13F-HR filings.

Top 25 institutional holders of TRI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 1.69% 24,774 $2.2M
2 LOUISBOURG INVESTMENTS INC. 1.24% 72,832 $6.6M
3 PARAGON CAPITAL MANAGEMENT INC 0.84% 11,082 $997K
4 CIDEL ASSET MANAGEMENT INC 0.53% 107,248 $9.6M
5 CERTIOR FINANCIAL GROUP, LLC 0.29% 4,985 $449K
6 Athena Wealth Management, LLC 0.20% 1,537 $203K
7 Addenda Capital Inc. 0.17% 48,500 $6.1M
8 Bayforest Capital Ltd 0.14% 1,432 $129K
9 GF FUND MANAGEMENT CO. LTD. 0.14% 91,161 $8.2M
10 Laurus Global Equity Management Inc. 0.11% 1,265 $114K
11 First American Bank 0.10% 18,173 $1.6M
12 Y-Intercept (Hong Kong) Ltd 0.10% 58,765 $5.3M
13 PKO Investment Management Joint-Stock Co 0.10% 13,000 $1.2M
14 PROFUND ADVISORS LLC 0.09% 28,551 $2.6M
15 Lee Financial Co 0.08% 6,169 $555K
16 ProShare Advisors LLC 0.08% 563,915 $50.7M
17 iA Global Asset Management Inc. 0.07% 53,399 $5K
18 ANCHYRA PARTNERS LLC 0.06% 2,325 $209K
19 E Fund Management (Hong Kong) Co., Ltd. 0.06% 1,542 $139K
20 Avanza Fonder AB 0.06% 16,896 $2.1M
21 Vest Financial, LLC 0.05% 47,939 $4.3M
22 Louisiana State Employees Retirement System 0.05% 29,200 $3K
23 Key FInancial Inc 0.04% 2,753 $248K
24 RFG Advisory, LLC 0.04% 26,535 $2.4M
25 Value Partners Investments Inc. 0.04% 6,286 $566K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — THOMSON REUTERS CORP (TRI)

What does the Smart Money Trend signal show for TRI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their TRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TRI?

More sellers than buyers — 48% buying: Last quarter: 262 funds reduced or exited vs 242 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TRI holders?

Smaller funds dominant — 11% AUM from top-100: 41 of 472 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TRI?

60% of holders stayed for 2+ years: 282 out of 472 hedge funds have held TRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.