823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.03%
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
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$1.01M -$53.3K -119 -5%
JG
352
Jain Global
New York
$1.01M +$1.01M +2,250 New
IFWM
353
Institute for Wealth Management
Colorado
$1M -$4.03K -9 -0.4%
GWM
354
Gibbs Wealth Management
Georgia
$997K +$997K +2,228 New
DBRC
355
D.B. Root & Company
Pennsylvania
$967K -$24.6K -55 -2%
BEI
356
Benjamin Edwards Inc
Missouri
$959K +$65.3K +146 +7%
PAG
357
Private Advisor Group
New Jersey
$939K +$74.2K +166 +9%
SAM
358
Securian Asset Management
Minnesota
$934K
GIBU
359
Gulf International Bank (UK)
United Kingdom
$928K
MPPW
360
Mitchell & Pahl Private Wealth
Oklahoma
$926K +$46.5K +104 +5%
TYCC
361
Texas Yale Capital Corp
Florida
$918K -$170K -380 -16%
DC
362
Davenport & Co
Virginia
$908K -$5.37K -12 -0.6%
NG
363
Novem Group
New York
$905K -$114K -255 -11%
KA
364
Kintegral Advisory
New York
$899K -$1.79K -4 -0.2%
Jones Financial Companies
365
Jones Financial Companies
Missouri
$897K +$1.33K +3 +0.1%
LSERS
366
Louisiana State Employees Retirement System
Louisiana
$895K
TC
367
TownSquare Capital
Utah
$891K -$7.32M -16,358 -89%
MCM
368
Manchester Capital Management
Vermont
$887K -$48.3K -108 -5%
TRIA
369
Trail Ridge Investment Advisors
Colorado
$886K
NB
370
Norinchukin Bank
Japan
$886K +$27.3K +61 +3%
ASN
371
Advisory Services Network
Georgia
$885K -$18.5K -46 -2%
VA
372
Valmark Advisers
Ohio
$881K +$11.6K +26 +1%
IWC
373
Integrated Wealth Concepts
Massachusetts
$880K +$8.05K +18 +0.9%
ACM
374
Argent Capital Management
Missouri
$874K
DT
375
Diversified Trust
Tennessee
$873K -$1.79K -4 -0.2%