827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
226
Evoke Wealth
California
$2.79M
KIC
227
Kensington Investment Counsel
California
$2.79M
IIM
228
INTECH Investment Management
Florida
$2.79M
NW
229
NewEdge Wealth
Pennsylvania
$2.78M
URS
230
Utah Retirement Systems
Utah
$2.78M
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$2.73M
BRCM
232
Bright Rock Capital Management
Massachusetts
$2.68M
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$2.67M
NA
234
NewEdge Advisors
Louisiana
$2.65M
TSMHT
235
Thurston Springer Miller Herd & Titak
Indiana
$2.63M
MOS
236
MGO One Seven
Ohio
$2.61M
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$2.58M
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$2.58M
SPIA
239
Steward Partners Investment Advisory
New York
$2.47M
LFS
240
Legacy Financial Strategies
Kansas
$2.47M
CIA
241
Concurrent Investment Advisors
Florida
$2.43M
DGM
242
Delta Global Management
New York
$2.42M
UM
243
UniSuper Management
Australia
$2.4M
SCM
244
Sterling Capital Management
North Carolina
$2.39M
JSSH
245
J. Safra Sarasin Holding
$2.39M
VAS
246
Vestmark Advisory Solutions
Massachusetts
$2.38M
VF
247
Virtu Financial
New York
$2.37M
SCTC
248
Sanibel Captiva Trust Company
Florida
$2.37M
Cerity Partners
249
Cerity Partners
New York
$2.35M
Neuberger Berman Group
250
Neuberger Berman Group
New York
$2.34M