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Factset
718 hedge funds and large institutions have $8.21B invested in Factset in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 265 increasing their positions, 256 reducing their positions, and 164 closing their positions.
New
Increased
Maintained
Reduced
Closed
49% more call options, than puts
Call options by funds: $101M | Put options by funds: $67.8M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.62% more ownership
Funds ownership: 97.33% → 101.95% (+4.6%)
4% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 256
9% less funds holding
Funds holding: 793 → 718 (-75)
22% less capital invested
Capital invested by funds: $10.6B → $8.21B (-$2.36B)
37% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 164
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
8.84%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
104
Increased
265
Reduced
256
Closed
164
Calls
$101M
Puts
$67.8M
Net Calls
+$33.3M
Net Calls Change
-$20.1M
Top Buyers
| 1 |
BAMCO Inc
New York
|
+$203M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$82.9M |
| 3 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
+$67.1M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$52.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$49.5M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$142M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$117M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$99.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.8M |
| 5 |
BlackRock
New York
|
-$48.1M |
