FDS icon

Factset

762 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 269 increasing their positions, 271 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.27B)

35% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 150

Holders
762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$104M
Puts
$78.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
251
Legacy Financial Strategies
Kansas
$1.6M
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$1.59M
IMRF
253
Illinois Municipal Retirement Fund
Illinois
$1.59M
AIP
254
Ameritas Investment Partners
Nebraska
$1.59M
MYAM
255
Meiji Yasuda Asset Management
Japan
$1.58M
Robeco Institutional Asset Management
256
Robeco Institutional Asset Management
Netherlands
$1.56M
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$1.56M
KNW
258
Kesler Norman & Wride
Utah
$1.53M
CIA
259
Concurrent Investment Advisors
Florida
$1.53M
STA
260
Summit Trail Advisors
New York
$1.49M
CBU
261
CIBC Bancorp USA
Illinois
$1.49M
IIA
262
ICW Investment Advisors
Arizona
$1.49M
PA
263
PFG Advisors
Arizona
$1.48M
NAM
264
Nissay Asset Management
Japan
$1.48M
OIA
265
OneDigital Investment Advisors
Kansas
$1.48M
NA
266
NewEdge Advisors
Louisiana
$1.48M
NYLIM
267
New York Life Investment Management
New York
$1.47M
SCTC
268
Sanibel Captiva Trust Company
Florida
$1.46M
NW
269
NewEdge Wealth
Pennsylvania
$1.44M
WP
270
Woodline Partners
California
$1.43M
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$1.42M
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$1.41M
Verition Fund Management
273
Verition Fund Management
Connecticut
$1.4M
SG Americas Securities
274
SG Americas Securities
New York
$1.37M
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$1.36M