818 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 280 increasing their positions, 281 reducing their positions, and 79 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
10.99%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
280
Reduced
281
Closed
79
Calls
$18.4M
Puts
$19M
Net Calls
-$598K
Net Calls Change
-$13.7M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B 4,825,198 +29,844 +0.6%
BlackRock
2
BlackRock
New York
$1.5B 3,364,001 -152,506 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.06B 2,374,872 +426,066 +22%
BAMCO Inc
4
BAMCO Inc
New York
$998M 2,231,916 -16,110 -0.7%
State Street
5
State Street
Massachusetts
$867M 1,937,571 +15,556 +0.8%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$675M 1,508,052 +23,900 +2%
Wells Fargo
7
Wells Fargo
California
$614M 1,373,162 -13,738 -1%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$533M 1,192,634 +685 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$519M 1,162,256 +27,035 +2%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$478M 1,068,519 -7,134 -0.7%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$371M 829,174 +301,129 +57%
Invesco
12
Invesco
Georgia
$306M 683,146 +192,448 +39%
Bank of America
13
Bank of America
North Carolina
$237M 529,008 -15,158 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$187M 418,740 -87,021 -17%
Northern Trust
15
Northern Trust
Illinois
$181M 405,784 +168 +0%
Charles Schwab
16
Charles Schwab
California
$179M 400,411 +4,238 +1%
ProShare Advisors
17
ProShare Advisors
Maryland
$172M 383,543 +11,235 +3%
PAM
18
PineStone Asset Management
Quebec, Canada
$170M 380,459 +30,881 +9%
UBS AM
19
UBS AM
Illinois
$160M 358,197 +56,861 +19%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$154M 347,220 -9,893 -3%
CIP
21
Champlain Investment Partners
Vermont
$133M 297,662 -9,635 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$133M 297,644 +2,635 +0.9%
BTW
23
Boston Trust Walden
Massachusetts
$133M 297,512 +442 +0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$128M 286,046 +16,512 +6%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$119M 266,054 +5,140 +2%