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 %
NYLIM
251
New York Life Investment Management
New York
$2.3M 5,152 +74 +1%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$2.24M 5,006 +202 +4%
SFS
253
Stiles Financial Services
Minnesota
$2.23M 4,995 -163 -3%
WA
254
Waverly Advisors
Alabama
$2.23M 4,975 -135 -3%
MYAM
255
Meiji Yasuda Asset Management
Japan
$2.22M 4,966 -320 -6%
KBC Group
256
KBC Group
Belgium
$2.22M 4,953 -128 -3%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$2.21M 4,939 +131 +3%
OIA
258
OneDigital Investment Advisors
Kansas
$2.19M 4,893 +1,153 +31%
IIA
259
ICW Investment Advisors
Arizona
$2.14M 4,774 +108 +2%
CWM
260
CIBC World Markets
New York
$2.13M 4,772 +187 +4%
PI
261
PineBridge Investments
New York
$2.13M 4,759 +4,759 New
YIH
262
Y-Intercept (HK)
Hong Kong
$2.13M 4,753 +3,274 +221%
SC
263
SummitTX Capital
Texas
$2.07M 4,638 +4,638 New
BHCM
264
Brevan Howard Capital Management
Jersey
$2.07M 4,628 +4,628 New
NGA
265
Naples Global Advisors
Florida
$2.02M 4,527 +259 +6%
PWM
266
Palumbo Wealth Management
New York
$2M 4,473 -142 -3%
HCA
267
Harbor Capital Advisors
Illinois
$1.99M 4,444 +89 +2%
GAM
268
Generali Asset Management
Italy
$1.97M 4,412 +4,412 New
MOACM
269
Mutual of America Capital Management
New York
$1.95M 4,351 -70 -2%
CCAM
270
Cascades Capital Asset Management
North Carolina
$1.94M 4,336
AIP
271
Ameritas Investment Partners
Nebraska
$1.94M 4,331 -27 -0.6%
CWM
272
Cordatus Wealth Management
Pennsylvania
$1.89M 4,228 +45 +1%
GT
273
Greenleaf Trust
Michigan
$1.89M 4,221 -167 -4%
SC
274
Sepio Capital
Utah
$1.87M 4,174 -222 -5%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$1.86M 4,168 -48 -1%