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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.

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
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EHWM
301
Eads & Heald Wealth Management
Georgia
$1.53M 3,363 -64 -2%
WGCA
302
Wolf Group Capital Advisors
Virginia
$1.52M 3,335 -265 -7%
LCM
303
Logan Capital Management
Pennsylvania
$1.49M 3,271 -6 -0.2%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$1.48M 3,258 – –
PP
305
Prudential plc
United Kingdom
$1.47M 3,237 – –
MGP
306
Metis Global Partners
California
$1.46M 3,201 +413 +15%
PIM
307
Penobscot Investment Management
Massachusetts
$1.45M 3,180 -120 -4%
AIM
308
Achmea Investment Management
Netherlands
$1.43M 3,152 – –
Robeco Institutional Asset Management
309
Robeco Institutional Asset Management
Netherlands
$1.43M 3,135 +1,926 +159%
AF
310
Avanza Fonder
Sweden
$1.39M 3,084 – –
SAM
311
Shell Asset Management
Netherlands
$1.39M 3,057 -128 -4%
IIC
312
Integrated Investment Consultants
Michigan
$1.39M 3,056 +25 +0.8%
MSU
313
Mizuho Securities USA
New York
$1.38M 3,045 -555 -15%
PPA
314
Pacific Point Advisors
California
$1.38M 3,042 +295 +11%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$1.38M 3,034 -6,386 -68%
GWP
316
Gen-Wealth Partners
Michigan
$1.38M 3,032 +1,329 +78%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$1.36M 2,998 – –
TAF
318
Tredje AP-fonden
Sweden
$1.36M 2,994 – –
KNW
319
Kesler Norman & Wride
Utah
$1.36M 2,993 -201 -6%
ST
320
Spinnaker Trust
Maine
$1.33M 2,922 – –
MMA
321
Mizuho Markets Americas
New York
$1.29M 2,848 +2,848 New
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M 2,829 – –
O
323
Ossiam
France
$1.27M 2,795 -21 -0.7%
SG Americas Securities
324
SG Americas Securities
New York
$1.26M 2,766 +1,703 +160%
MWM
325
Mission Wealth Management
California
$1.25M 2,748 +143 +5%
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