827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$1.02M
TRCT
352
Tower Research Capital (TRC)
New York
$1.01M
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$1.01M
JG
354
Jain Global
New York
$1.01M
IFWM
355
Institute for Wealth Management
Colorado
$1M
GWM
356
Gibbs Wealth Management
Georgia
$997K
DBRC
357
D.B. Root & Company
Pennsylvania
$967K
BEI
358
Benjamin Edwards Inc
Missouri
$959K
PAG
359
Private Advisor Group
New Jersey
$939K
SAM
360
Securian Asset Management
Minnesota
$934K
GIBU
361
Gulf International Bank (UK)
United Kingdom
$928K
MPPW
362
Mitchell & Pahl Private Wealth
Oklahoma
$926K
TYCC
363
Texas Yale Capital Corp
Florida
$918K
DC
364
Davenport & Co
Virginia
$908K
NG
365
Novem Group
New York
$905K
KA
366
Kintegral Advisory
New York
$899K
Jones Financial Companies
367
Jones Financial Companies
Missouri
$897K
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$895K
TC
369
TownSquare Capital
Utah
$891K
MCM
370
Manchester Capital Management
Vermont
$887K
TRIA
371
Trail Ridge Investment Advisors
Colorado
$886K
NB
372
Norinchukin Bank
Japan
$886K
ASN
373
Advisory Services Network
Georgia
$885K
VA
374
Valmark Advisers
Ohio
$881K
IWC
375
Integrated Wealth Concepts
Massachusetts
$880K