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Factset

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
Name Market Value Shares Shares
Change
Shares
Change %
HIMCH
351
Hartford Investment Management Co (HIMCO)
Connecticut
$1.05M 2,319 -24 -1%
William Blair & Company
352
William Blair & Company
Illinois
$1.04M 2,295 -63 -3%
NG
353
Novem Group
New York
$1.04M 2,279 +611 +37%
Envestnet Portfolio Solutions
354
Envestnet Portfolio Solutions
Illinois
$1.03M 2,270 -1,223 -35%
IFWM
355
Institute for Wealth Management
Colorado
$1.03M 2,255 +108 +5%
ASN
356
Advisory Services Network
Georgia
$1.02M 2,243 -183 -8%
DBRC
357
D.B. Root & Company
Pennsylvania
$1.01M 2,218 +46 +2%
TRIA
358
Trail Ridge Investment Advisors
Colorado
$1M 2,200
Schroder Investment Management Group
359
Schroder Investment Management Group
United Kingdom
$992K 2,210 -351 -14%
MCM
360
Manchester Capital Management
Vermont
$951K 2,092 -16 -0.8%
JSSH
361
J. Safra Sarasin Holding
$950K 2,090 -185 -8%
SAM
362
Securian Asset Management
Minnesota
$949K 2,088
GIBU
363
Gulf International Bank (UK)
United Kingdom
$943K 2,076 -908 -30%
KPWS
364
Kestra Private Wealth Services
Texas
$937K 2,061 +44 +2%
LCM
365
Landscape Capital Management
New Jersey
$936K 2,058 +2,058 New
DC
366
Davenport & Co
Virginia
$928K 2,042 +359 +21%
AC
367
Allstate Corporation
Illinois
$921K 2,026 +908 +81%
KA
368
Kintegral Advisory
New York
$916K 2,014 -7 -0.3%
Jones Financial Companies
369
Jones Financial Companies
Missouri
$911K 2,029 +393 +24%
LSERS
370
Louisiana State Employees Retirement System
Louisiana
$909K 2,000
BEI
371
Benjamin Edwards Inc
Missouri
$909K 1,998 +36 +2%
MPPW
372
Mitchell & Pahl Private Wealth
Oklahoma
$894K 1,966 +6 +0.3%
DT
373
Diversified Trust
Tennessee
$889K 1,956 -8 -0.4%
ACM
374
Argent Capital Management
Missouri
$889K 1,955
IWC
375
Integrated Wealth Concepts
Massachusetts
$886K 1,949 -44 -2%