827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
TFCM
301
Taylor Frigon Capital Management
Arizona
$1.49M
Impax Asset Management Group
302
Impax Asset Management Group
United Kingdom
$1.47M
OPERF
303
Oregon Public Employees Retirement Fund
Oregon
$1.46M
LCM
304
Logan Capital Management
Pennsylvania
$1.46M
PPA
305
Pacific Point Advisors
California
$1.45M
GWP
306
Gen-Wealth Partners
Michigan
$1.44M
A
307
AlphaQuest
New York
$1.44M
SFI
308
Susquehanna Fundamental Investments
Pennsylvania
$1.43M
Macquarie Group
309
Macquarie Group
Australia
$1.43M
PIM
310
Penobscot Investment Management
Massachusetts
$1.42M
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$1.39M
AF
312
Avanza Fonder
Sweden
$1.38M
MGP
313
Metis Global Partners
California
$1.36M
IIC
314
Integrated Investment Consultants
Michigan
$1.35M
Wealthfront Advisers
315
Wealthfront Advisers
California
$1.32M
KNW
316
Kesler Norman & Wride
Utah
$1.32M
ST
317
Spinnaker Trust
Maine
$1.31M
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M
NAAA
319
New Age Alpha Advisors
New York
$1.25M
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$1.25M
PAM
321
Palisade Asset Management
Minnesota
$1.23M
KTM
322
Keeler Thomas Management
Utah
$1.23M
AWA
323
Arkadios Wealth Advisors
Georgia
$1.21M
KWM
324
Kingsview Wealth Management
Oregon
$1.19M
O
325
Ossiam
France
$1.19M