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
QCM
251
Quantinno Capital Management
New York
$2.34M
NAM
252
Nissay Asset Management
Japan
$2.32M
NYLIM
253
New York Life Investment Management
New York
$2.3M
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$2.24M
SFS
255
Stiles Financial Services
Minnesota
$2.23M
WA
256
Waverly Advisors
Alabama
$2.23M
MYAM
257
Meiji Yasuda Asset Management
Japan
$2.22M
KBC Group
258
KBC Group
Belgium
$2.22M
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$2.21M
OIA
260
OneDigital Investment Advisors
Kansas
$2.19M
IIA
261
ICW Investment Advisors
Arizona
$2.14M
CWM
262
CIBC World Markets
New York
$2.13M
PI
263
PineBridge Investments
New York
$2.13M
YIH
264
Y-Intercept (HK)
Hong Kong
$2.13M
SC
265
SummitTX Capital
Texas
$2.07M
BHCM
266
Brevan Howard Capital Management
Jersey
$2.07M
NGA
267
Naples Global Advisors
Florida
$2.02M
PWM
268
Palumbo Wealth Management
New York
$2M
HCA
269
Harbor Capital Advisors
Illinois
$1.99M
GAM
270
Generali Asset Management
Italy
$1.97M
MOACM
271
Mutual of America Capital Management
New York
$1.95M
CCAM
272
Cascades Capital Asset Management
North Carolina
$1.94M
AIP
273
Ameritas Investment Partners
Nebraska
$1.94M
CWM
274
Cordatus Wealth Management
Pennsylvania
$1.89M
GT
275
Greenleaf Trust
Michigan
$1.89M