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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
GT
301
Greenleaf Trust
Michigan
$1.1M
IMCOOI
302
Investment Management Corp of Ontario (IMCO)
Canada
$1.1M
Public Employees Retirement Association of Colorado
303
Public Employees Retirement Association of Colorado
Colorado
$1.07M
WA
304
Waverly Advisors
Alabama
$1.06M
BBVA
305
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M
O
306
Ossiam
France
$1.03M
MSU
307
Mizuho Securities USA
New York
$1.03M
Credit Agricole
308
Credit Agricole
France
$1.02M
WT
309
Whittier Trust
California
$1.02M
OAC
310
OMERS Administration Corp
Ontario, Canada
$1.01M
WS
311
Wedbush Securities
California
$993K
Neuberger Berman Group
312
Neuberger Berman Group
New York
$992K
GWP
313
Gen-Wealth Partners
Michigan
$990K
TFCM
314
Taylor Frigon Capital Management
Arizona
$987K
VPIM
315
Vanguard Personalized Indexing Management
California
$956K
EHWM
316
Eads & Heald Wealth Management
Georgia
$935K
PAM
317
Palisade Asset Management
Minnesota
$933K
PPA
318
Pacific Point Advisors
California
$932K
LI
319
Lafayette Investments
Maryland
$928K
A
320
AlphaQuest
New York
$920K
MGP
321
Metis Global Partners
California
$915K
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$894K
MCM
323
MAI Capital Management
Ohio
$891K
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$890K
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$887K