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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
DFCM
351
Dark Forest Capital Management
Puerto Rico
$731K
KIA
352
Knollwood Investment Advisory
Maryland
$731K
DBRC
353
D.B. Root & Company
Pennsylvania
$730K
MML Investors Services
354
MML Investors Services
Massachusetts
$720K
PWG
355
Portside Wealth Group
Utah
$716K
AG
356
Amiral Gestion
France
$716K
PFS
357
Prospera Financial Services
Texas
$716K
RCM
358
Radnor Capital Management
Pennsylvania
$690K
Jones Financial Companies
359
Jones Financial Companies
Missouri
$687K
COI
360
Connable Office Inc
Michigan
$685K
Envestnet Portfolio Solutions
361
Envestnet Portfolio Solutions
Illinois
$680K
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$678K
FC
363
Farringdon Capital
United Kingdom
$676K
BEI
364
Benjamin Edwards Inc
Missouri
$673K
JSSH
365
J. Safra Sarasin Holding
$673K
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$668K
IFWM
367
Institute for Wealth Management
Colorado
$667K
KPWS
368
Kestra Private Wealth Services
Texas
$656K
KPPF
369
Klein Pavlis & Peasley Financial
California
$649K
PCIA
370
Prime Capital Investment Advisors
Kansas
$647K
HCA
371
Harbor Capital Advisors
Illinois
$640K
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$635K
PAM
373
Panagora Asset Management
Massachusetts
$635K
TRIA
374
Trail Ridge Investment Advisors
Colorado
$630K
EF
375
Empowered Funds
Pennsylvania
$629K