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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
SCM
276
Sterling Capital Management
North Carolina
$1.35M
Bank of Nova Scotia
277
Bank of Nova Scotia
Ontario, Canada
$1.33M
OAM
278
Ostrum Asset Management
France
$1.31M
PWM
279
Palumbo Wealth Management
New York
$1.3M
SFS
280
Stiles Financial Services
Minnesota
$1.29M
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$1.29M
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$1.29M
NWMG
283
Nicholson Wealth Management Group
South Carolina
$1.28M
VAS
284
Vestmark Advisory Solutions
Massachusetts
$1.27M
CCAM
285
Cascades Capital Asset Management
North Carolina
$1.24M
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$1.23M
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$1.21M
Corient Private Wealth
288
Corient Private Wealth
Florida
$1.2M
SC
289
Sepio Capital
Utah
$1.2M
GAM
290
Generali Asset Management
Italy
$1.2M
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
$1.19M
MOACM
292
Mutual of America Capital Management
New York
$1.17M
AHB
293
Abner Herrman & Brock
New Jersey
$1.15M
LAS
294
LWM Advisory Services
Florida
$1.15M
SAM
295
Shell Asset Management
Netherlands
$1.15M
SC
296
SummitTX Capital
Texas
$1.13M
AAM
297
Azzad Asset Management
Virginia
$1.12M
AIM
298
Aurora Investment Managers
Florida
$1.11M
SWGC
299
Summit Wealth Group (Colorado)
Colorado
$1.11M
MOS
300
MGO One Seven
Ohio
$1.1M