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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
AF
326
Avanza Fonder
Sweden
$884K
MIM
327
Morningstar Investment Management
Illinois
$879K
DS
328
DRW Securities
Illinois
$854K
ST
329
Spinnaker Trust
Maine
$837K
MFGM
330
Marshall Financial Group (Maryland)
Maryland
$828K
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$828K
CCIA
332
Campbell & Co Investment Adviser
Maryland
$827K
AWA
333
Arkadios Wealth Advisors
Georgia
$826K
Thrivent Financial for Lutherans
334
Thrivent Financial for Lutherans
Minnesota
$825K
PCM
335
Prana Capital Management
Connecticut
$822K
TAF
336
Tredje AP-fonden
Sweden
$817K
DIA
337
Dean Investment Associates
Ohio
$811K
CS
338
Candriam SCA
Luxembourg
$805K
KTM
339
Keeler Thomas Management
Utah
$802K
QCM
340
Qsemble Capital Management
New York
$791K
NAAA
341
New Age Alpha Advisors
New York
$791K
LCM
342
Logan Capital Management
Pennsylvania
$786K
VWM
343
Venturi Wealth Management
Texas
$780K
AAP
344
Arax Advisory Partners
Colorado
$776K
RSWM
345
Robertson Stephens Wealth Management
California
$767K
SPA
346
Sherbrooke Park Advisers
New York
$760K
IIC
347
Integrated Investment Consultants
Michigan
$760K
Macquarie Group
348
Macquarie Group
Australia
$757K
MWM
349
Mission Wealth Management
California
$736K
FAM
350
Formidable Asset Management
Ohio
$732K