836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
301
Portside Wealth Group
Utah
$1.66M +$50.4K +105 +3%
EHWM
302
Eads & Heald Wealth Management
Georgia
$1.65M -$17.8K -37 -1%
Allspring Global Investments
303
Allspring Global Investments
North Carolina
$1.63M -$40.5K -85 -2%
Focus Partners Wealth
304
Focus Partners Wealth
Massachusetts
$1.62M +$774K +1,612 +92%
TFCM
305
Taylor Frigon Capital Management
Arizona
$1.62M -$28.8K -60 -2%
NG
306
Norden Group
Utah
$1.61M -$33.1K -69 -2%
PIM
307
Penobscot Investment Management
Massachusetts
$1.58M -$178K -370 -10%
NWMG
308
Nicholson Wealth Management Group
South Carolina
$1.58M +$749K +1,560 +90%
LCM
309
Logan Capital Management
Pennsylvania
$1.57M
PWM
310
Palumbo Wealth Management
New York
$1.57M +$254K +528 +19%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$9.61K -20 -0.6%
PP
312
Prudential plc
United Kingdom
$1.55M -$2.84M -5,921 -65%
KNW
313
Kesler Norman & Wride
Utah
$1.53M -$353K -734 -19%
SAM
314
Shell Asset Management
Netherlands
$1.53M -$44.7K -93 -3%
AIM
315
Achmea Investment Management
Netherlands
$1.51M -$1.34M -2,789 -47%
WWS
316
Wellington Wealth Strategies
Indiana
$1.49M +$1.49M +3,244 New
AF
317
Avanza Fonder
Sweden
$1.48M +$1.48M +3,084 New
N
318
Natixis
France
$1.47M -$1.17M -2,439 -44%
PA
319
PFG Advisors
Arizona
$1.46M -$121K -252 -8%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$1.46M +$86.9K +181 +6%
IIC
321
Integrated Investment Consultants
Michigan
$1.46M +$203K +422 +16%
WGCA
322
Wolf Group Capital Advisors
Virginia
$1.44M
MFS
323
Mirabella Financial Services
United Kingdom
$1.44M +$1.44M +2,999 New
DILIC
324
Dai-ichi Life Insurance Company
Japan
$1.44M
TAF
325
Tredje AP-fonden
Sweden
$1.44M -$1.44M -2,994 -50%