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 %
VPIM
326
Vanguard Personalized Indexing Management
California
$1.43M +$173K +361 +14%
GIBU
327
Gulf International Bank (UK)
United Kingdom
$1.43M -$11.5K -24 -0.8%
TRCT
328
Tower Research Capital (TRC)
New York
$1.43M +$132K +274 +10%
EI
329
Ethic Inc
New York
$1.41M -$68.2K -142 -5%
ST
330
Spinnaker Trust
Maine
$1.4M
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M
O
332
Ossiam
France
$1.35M -$165K -343 -11%
MGP
333
Metis Global Partners
California
$1.34M -$132K -275 -9%
KWM
334
Kingsview Wealth Management
Oregon
$1.31M -$31.7K -66 -2%
BC
335
Burney Company
Virginia
$1.31M +$127K +265 +11%
PPA
336
Pacific Point Advisors
California
$1.28M +$1.28M +2,747 New
Lido Advisors
337
Lido Advisors
California
$1.27M -$153K -319 -11%
KRS
338
Kentucky Retirement Systems
Kentucky
$1.26M -$17.3K -36 -1%
MWM
339
Mission Wealth Management
California
$1.25M -$247K -514 -16%
SWP
340
Stratos Wealth Partners
Ohio
$1.25M +$29.8K +62 +2%
MFGM
341
Marshall Financial Group (Maryland)
Maryland
$1.24M -$3.84K -8 -0.3%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$1.24M -$153K -316 -11%
AWA
343
Arkadios Wealth Advisors
Georgia
$1.23M -$14.4K -30 -1%
AWM
344
Axxcess Wealth Management
California
$1.23M +$39.4K +82 +3%
KIA
345
Knollwood Investment Advisory
Maryland
$1.22M
DWM
346
Dakota Wealth Management
Florida
$1.2M +$157K +326 +15%
LA
347
Legacy Advisors
Pennsylvania
$1.2M +$23.5K +49 +2%
PCIA
348
Prime Capital Investment Advisors
Kansas
$1.18M -$109K -227 -8%
Squarepoint
349
Squarepoint
New York
$1.18M -$46.6M -96,955 -98%
ASN
350
Advisory Services Network
Georgia
$1.17M -$89.8K -187 -7%