818 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, 280 increasing their positions, 281 reducing their positions, and 79 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
280
Reduced
281
Closed
79
Calls
$18.4M
Puts
$19M
Net Calls
-$598K
Net Calls Change
-$13.7M
Name Market Value Shares Shares
Change
Shares
Change %
IFWM
351
Institute for Wealth Management
Colorado
$1M 2,246 -9 -0.4%
GWM
352
Gibbs Wealth Management
Georgia
$997K 2,228 +2,228 New
DBRC
353
D.B. Root & Company
Pennsylvania
$967K 2,163 -55 -2%
BEI
354
Benjamin Edwards Inc
Missouri
$959K 2,144 +146 +7%
PAG
355
Private Advisor Group
New Jersey
$939K 2,099 +166 +9%
SAM
356
Securian Asset Management
Minnesota
$934K 2,088
GIBU
357
Gulf International Bank (UK)
United Kingdom
$928K 2,076
MPPW
358
Mitchell & Pahl Private Wealth
Oklahoma
$926K 2,070 +104 +5%
TYCC
359
Texas Yale Capital Corp
Florida
$918K 2,052 -380 -16%
DC
360
Davenport & Co
Virginia
$908K 2,030 -12 -0.6%
NG
361
Novem Group
New York
$905K 2,024 -255 -11%
KA
362
Kintegral Advisory
New York
$899K 2,010 -4 -0.2%
Jones Financial Companies
363
Jones Financial Companies
Missouri
$897K 2,032 +3 +0.1%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$895K 2,000
TC
365
TownSquare Capital
Utah
$891K 1,992 -16,358 -89%
MCM
366
Manchester Capital Management
Vermont
$887K 1,984 -108 -5%
TRIA
367
Trail Ridge Investment Advisors
Colorado
$886K 2,200
NB
368
Norinchukin Bank
Japan
$886K 1,980 +61 +3%
ASN
369
Advisory Services Network
Georgia
$885K 2,197 -46 -2%
VA
370
Valmark Advisers
Ohio
$881K 1,970 +26 +1%
IWC
371
Integrated Wealth Concepts
Massachusetts
$880K 1,967 +18 +0.9%
ACM
372
Argent Capital Management
Missouri
$874K 1,955
DT
373
Diversified Trust
Tennessee
$873K 1,952 -4 -0.2%
VIG
374
Vienna Insurance Group
Poland
$870K 1,944 -414 -18%
MFG
375
Merit Financial Group
Georgia
$856K 1,913 +809 +73%