823 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.03%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
TFCM
301
Taylor Frigon Capital Management
Arizona
$1.49M -$23.3K -52 -2%
Impax Asset Management Group
302
Impax Asset Management Group
United Kingdom
$1.47M +$1.47M +3,283 New
OPERF
303
Oregon Public Employees Retirement Fund
Oregon
$1.46M
LCM
304
Logan Capital Management
Pennsylvania
$1.46M -$6.26K -14 -0.4%
PPA
305
Pacific Point Advisors
California
$1.45M +$87.2K +195 +6%
GWP
306
Gen-Wealth Partners
Michigan
$1.44M +$85K +190 +6%
A
307
AlphaQuest
New York
$1.44M -$462K -1,032 -24%
SFI
308
Susquehanna Fundamental Investments
Pennsylvania
$1.43M -$2.5M -5,583 -64%
Macquarie Group
309
Macquarie Group
Australia
$1.43M -$96.9M -216,593 -99%
PIM
310
Penobscot Investment Management
Massachusetts
$1.42M
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$33.1K +74 +2%
AF
312
Avanza Fonder
Sweden
$1.38M
MGP
313
Metis Global Partners
California
$1.36M -$72K -161 -5%
IIC
314
Integrated Investment Consultants
Michigan
$1.35M -$14.8K -33 -1%
Wealthfront Advisers
315
Wealthfront Advisers
California
$1.32M +$126K +282 +11%
KNW
316
Kesler Norman & Wride
Utah
$1.32M -$15.7K -35 -1%
ST
317
Spinnaker Trust
Maine
$1.31M
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M +$28.2K +63 +2%
NAAA
319
New Age Alpha Advisors
New York
$1.25M -$872K -1,949 -41%
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$1.25M +$30.9K +69 +3%
PAM
321
Palisade Asset Management
Minnesota
$1.23M +$183K +410 +17%
KTM
322
Keeler Thomas Management
Utah
$1.23M +$1.23M +2,748 New
AWA
323
Arkadios Wealth Advisors
Georgia
$1.21M +$63.5K +142 +6%
KWM
324
Kingsview Wealth Management
Oregon
$1.19M -$20.6K -46 -2%
O
325
Ossiam
France
$1.19M -$64.9K -145 -5%