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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 %
WA
251
Waverly Advisors
Alabama
$2.32M 5,110 +219 +4%
KBC Group
252
KBC Group
Belgium
$2.31M 5,081 -1,016 -17%
NYLIM
253
New York Life Investment Management
New York
$2.31M 5,078 -6 -0.1%
NAM
254
Nissay Asset Management
Japan
$2.29M 5,039 +55 +1%
NW
255
NewEdge Wealth
Pennsylvania
$2.29M 5,033 -496 -9%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$2.27M 4,989 -607 -11%
AAM
257
Azzad Asset Management
Virginia
$2.21M 4,871 +4,871 New
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$2.19M 4,808 +32 +0.7%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$2.18M 4,804 -97 -2%
QCM
260
Quantinno Capital Management
New York
$2.17M 4,781 +1,316 +38%
XT
261
XTX Topco
Cayman Islands
$2.17M 4,769 +4,769 New
NAAA
262
New Age Alpha Advisors
New York
$2.15M 4,735 -4,477 -49%
IIA
263
ICW Investment Advisors
Arizona
$2.12M 4,666 +32 +0.7%
PWM
264
Palumbo Wealth Management
New York
$2.1M 4,615 +1,352 +41%
CWM
265
CIBC World Markets
New York
$2.08M 4,585 -1,390 -23%
Cerity Partners
266
Cerity Partners
New York
$2.06M 4,540 -342 -7%
PA
267
PFG Advisors
Arizona
$2.03M 4,455 +1,419 +47%
MOACM
268
Mutual of America Capital Management
New York
$2.01M 4,421 -129 -3%
SC
269
Sepio Capital
Utah
$2M 4,396 -122 -3%
GT
270
Greenleaf Trust
Michigan
$1.99M 4,388 -144 -3%
AIP
271
Ameritas Investment Partners
Nebraska
$1.98M 4,358 +205 +5%
HCA
272
Harbor Capital Advisors
Illinois
$1.98M 4,355 +105 +2%
CCAM
273
Cascades Capital Asset Management
North Carolina
$1.97M 4,336 -43 -1%
NGA
274
Naples Global Advisors
Florida
$1.94M 4,268 +153 +4%
A
275
AlphaQuest
New York
$1.93M 4,253 +3,883 +1,049%
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