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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 %
MFGM
326
Marshall Financial Group (Maryland)
Maryland
$1.23M 2,711 +131 +5%
KWM
327
Kingsview Wealth Management
Oregon
$1.23M 2,705 -27 -1%
Wealthfront Advisers
328
Wealthfront Advisers
California
$1.22M 2,680 +696 +35%
AWA
329
Arkadios Wealth Advisors
Georgia
$1.17M 2,572 +6 +0.2%
EI
330
Ethic Inc
New York
$1.16M 2,541 -401 -14%
MP
331
McDonald Partners
Ohio
$1.16M 2,518 +171 +7%
KIA
332
Knollwood Investment Advisory
Maryland
$1.16M 2,550 – –
PCIA
333
Prime Capital Investment Advisors
Kansas
$1.16M 2,546 +84 +3%
DWM
334
Dakota Wealth Management
Florida
$1.16M 2,544 +46 +2%
BC
335
Burney Company
Virginia
$1.15M 2,538 -180 -7%
MML Investors Services
336
MML Investors Services
Massachusetts
$1.14M 2,510 +208 +9%
Lido Advisors
337
Lido Advisors
California
$1.13M 2,494 -158 -6%
LA
338
Legacy Advisors
Pennsylvania
$1.12M 2,463 -28 -1%
TYCC
339
Texas Yale Capital Corp
Florida
$1.11M 2,432 +977 +67%
AWM
340
Axxcess Wealth Management
California
$1.1M 2,415 -144 -6%
RCM
341
Radnor Capital Management
Pennsylvania
$1.1M 2,410 – –
PWG
342
Portside Wealth Group
Utah
$1.09M 2,398 -1,053 -31%
COI
343
Connable Office Inc
Michigan
$1.09M 2,390 – –
DSAM
344
Dock Street Asset Management
Florida
$1.08M 2,377 +1,356 +133%
VA
345
Vident Advisory
Georgia
$1.08M 2,376 +1,100 +86%
Focus Partners Wealth
346
Focus Partners Wealth
Massachusetts
$1.08M 2,369 -1,001 -30%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$1.07M 2,362 +260 +12%
VIG
348
Vienna Insurance Group
Poland
$1.07M 2,358 +2,358 New
PIM
349
Profit Investment Management
Maryland
$1.07M 2,349 – –
PAM
350
Palisade Asset Management
Minnesota
$1.07M 2,345 +100 +4%
12 13
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