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Factset
FDS

Overview Fund Activity

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$2.98M 6,558 +147 +2%
DnB Asset Management
227
DnB Asset Management
Norway
$2.96M 6,502 -104 -2%
EW
228
Evoke Wealth
California
$2.87M 6,314 -847 -12%
KIC
229
Kensington Investment Counsel
California
$2.85M 6,278 -162 -3%
URS
230
Utah Retirement Systems
Utah
$2.84M 6,254 – –
JF
231
Jump Financial
Illinois
$2.75M 6,056 +5,547 +1,090%
BRCM
232
Bright Rock Capital Management
Massachusetts
$2.73M 6,000 – –
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$2.69M 5,927 +1,557 +36%
DGM
234
Delta Global Management
New York
$2.62M 5,772 +5,772 New
FC
235
FORA Capital
Florida
$2.61M 5,746 +5,746 New
STAS
236
Strong Tower Advisory Services
Minnesota
$2.6M 6,403 +1,396 +28%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$2.59M 5,706 +4,413 +341%
AWM
238
Accurate Wealth Management
Florida
$2.56M 6,020 +6,020 New
SPIA
239
Steward Partners Investment Advisory
New York
$2.55M 5,599 -161 -3%
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$2.53M 5,560 +5,560 New
IMRF
241
Illinois Municipal Retirement Fund
Illinois
$2.53M 5,557 -1,324 -19%
Neuberger Berman Group
242
Neuberger Berman Group
New York
$2.48M 5,458 -2,109 -28%
SCTC
243
Sanibel Captiva Trust Company
Florida
$2.47M 5,422 -86 -2%
NA
244
NewEdge Advisors
Louisiana
$2.45M 5,391 +17 +0.3%
CIA
245
Concurrent Investment Advisors
Florida
$2.41M 5,306 +279 +6%
AAF
246
Andra AP-fonden
Sweden
$2.41M 5,300 -7,000 -57%
MYAM
247
Meiji Yasuda Asset Management
Japan
$2.4M 5,286 -281 -5%
TSMHT
248
Thurston Springer Miller Herd & Titak
Indiana
$2.36M 5,198 +1,027 +25%
SFS
249
Stiles Financial Services
Minnesota
$2.35M 5,158 -379 -7%
UM
250
UniSuper Management
Australia
$2.34M 5,157 +401 +8%
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