823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.03%
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
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
226
Evoke Wealth
California
$2.79M -$30.4K -68 -1%
KIC
227
Kensington Investment Counsel
California
$2.79M -$16.1K -36 -0.6%
IIM
228
INTECH Investment Management
Florida
$2.79M -$971K -2,171 -26%
NW
229
NewEdge Wealth
Pennsylvania
$2.78M +$836K +2,161 +43%
URS
230
Utah Retirement Systems
Utah
$2.78M -$16.5K -37 -0.6%
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$2.73M +$1.86M +4,165 +214%
BRCM
232
Bright Rock Capital Management
Massachusetts
$2.68M
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$2.67M -$582K -1,302 -18%
NA
234
NewEdge Advisors
Louisiana
$2.65M +$235K +526 +10%
TSMHT
235
Thurston Springer Miller Herd & Titak
Indiana
$2.63M +$305K +681 +13%
MOS
236
MGO One Seven
Ohio
$2.61M +$2.61M +5,825 New
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$2.58M -$73.5K -164 -3%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$2.58M +$90.8K +203 +4%
SPIA
239
Steward Partners Investment Advisory
New York
$2.47M -$37.1K -83 -1%
LFS
240
Legacy Financial Strategies
Kansas
$2.47M +$2.47M +5,513 New
CIA
241
Concurrent Investment Advisors
Florida
$2.43M +$53.2K +119 +2%
DGM
242
Delta Global Management
New York
$2.42M -$165K -370 -6%
UM
243
UniSuper Management
Australia
$2.4M +$96.6K +216 +4%
SCM
244
Sterling Capital Management
North Carolina
$2.39M +$507K +1,133 +27%
JSSH
245
J. Safra Sarasin Holding
$2.39M +$1.45M +3,251 +156%
VAS
246
Vestmark Advisory Solutions
Massachusetts
$2.38M -$2.32M -5,195 -49%
VF
247
Virtu Financial
New York
$2.37M +$2.37M +5,306 New
SCTC
248
Sanibel Captiva Trust Company
Florida
$2.37M -$58.1K -130 -2%
Cerity Partners
249
Cerity Partners
New York
$2.35M +$316K +707 +16%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$2.34M -$100K -224 -4%