836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
EGM
376
Engineers Gate Manager
New York
$964K +$264K +550 +38%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$961K -$48K -100 -5%
IWC
378
Integrated Wealth Concepts
Massachusetts
$957K -$960 -2 -0.1%
Wealthfront Advisers
379
Wealthfront Advisers
California
$953K +$79.7K +166 +9%
PAS
380
Park Avenue Securities
New York
$947K +$184K +383 +24%
DT
381
Diversified Trust
Tennessee
$943K
BEI
382
Benjamin Edwards Inc
Missouri
$943K +$208K +433 +28%
MPPW
383
Mitchell & Pahl Private Wealth
Oklahoma
$941K +$47.5K +99 +5%
ACM
384
Argent Capital Management
Missouri
$939K -$118K -245 -11%
CFO
385
Callan Family Office
Pennsylvania
$937K +$937K +1,951 New
VA
386
Valmark Advisers
Ohio
$932K +$9.61K +20 +1%
AWAU
387
Alliance Wealth Advisors (Utah)
Utah
$924K +$110K +228 +13%
KeyBank National Association
388
KeyBank National Association
Ohio
$919K -$27.9K -58 -3%
CCM
389
Coldstream Capital Management
Washington
$916K +$12.5K +26 +1%
HF
390
HRT Financial
New York
$908K -$2.9M -6,052 -76%
CCIA
391
Campbell & Co Investment Adviser
Maryland
$906K +$97K +202 +12%
FAM
392
Formidable Asset Management
Ohio
$904K -$65.3K -136 -7%
KAS
393
Kestra Advisory Services
Texas
$884K -$95.1K -198 -10%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$877K -$120K -249 -12%
GT
395
Glenmede Trust
Pennsylvania
$870K -$4.8K -10 -0.5%
PCM
396
Prana Capital Management
Connecticut
$870K -$4.35M -9,066 -83%
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$866K +$168K +350 +24%
PD
398
Point72 (DIFC)
United Arab Emirates
$866K +$866K +1,802 New
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$865K -$48.1K -100 -5%
KPPF
400
Klein Pavlis & Peasley Financial
California
$863K -$10.6K -22 -1%