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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.

New
Increased
Maintained
Reduced
Closed
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
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
Morgan Stanley
New York
$886M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
4
VF
Vest Financial
Virginia
$52.4M
5
Nomura Asset Management
Nomura Asset Management
Japan
$41.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
276
Investment Management Corp of Ontario (IMCO)
Canada
$1.92M +$1.92M +4,217 New
SCM
277
Sterling Capital Management
North Carolina
$1.91M -$223K -491 -10%
CWM
278
Cordatus Wealth Management
Pennsylvania
$1.9M -$5.91K -13 -0.3%
Janus Henderson Group
279
Janus Henderson Group
United Kingdom
$1.89M -$11.7K -26 -0.6%
CS
280
Candriam SCA
Luxembourg
$1.84M -$234K -515 -11%
LAS
281
LWM Advisory Services
Florida
$1.82M – – –
TPSF
282
Texas Permanent School Fund
Texas
$1.81M +$1.81M +4,198 New
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$1.81M +$10K +22 +0.6%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$1.81M -$501K -1,101 -22%
AIM
285
Aurora Investment Managers
Florida
$1.76M -$5.46K -12 -0.3%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$1.71M – – –
VWM
287
Venturi Wealth Management
Texas
$1.7M -$13.6K -30 -0.8%
OIA
288
OneDigital Investment Advisors
Kansas
$1.7M +$91.8K +202 +6%
Creative Planning
289
Creative Planning
Kansas
$1.66M -$56.8K -125 -3%
BBVA
290
Banco Bilbao Vizcaya Argentaria
Spain
$1.64M +$565K +1,249 +52%
Corient Private Wealth
291
Corient Private Wealth
Florida
$1.63M -$241K -530 -13%
VPIM
292
Vanguard Personalized Indexing Management
California
$1.62M +$267K +588 +20%
Nomura Holdings
293
Nomura Holdings
Japan
$1.62M +$1.05M +2,307 +184%
MFS
294
Mirabella Financial Services
United Kingdom
$1.6M +$230K +505 +17%
OIAM
295
OFI Invest Asset Management
France
$1.57M -$404K -959 -20%
GAM
296
Gotham Asset Management
New York
$1.56M +$1.56M +3,434 New
RIM
297
Rakuten Investment Management
Japan
$1.56M +$1.56M +3,476 New
Allspring Global Investments
298
Allspring Global Investments
North Carolina
$1.54M -$23.8K -52 -2%
TFCM
299
Taylor Frigon Capital Management
Arizona
$1.54M +$8.18K +18 +0.5%
NWMG
300
Nicholson Wealth Management Group
South Carolina
$1.53M +$38.2K +84 +3%
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