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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 %
KPPF
376
Klein Pavlis & Peasley Financial
California
$885K 1,937 +141 +8%
VA
377
Valmark Advisers
Ohio
$884K 1,944 +3 +0.2%
Pacer Advisors
378
Pacer Advisors
Pennsylvania
$883K 1,943 -1,088 -36%
PAG
379
Private Advisor Group
New Jersey
$879K 1,933 +477 +33%
OAM
380
Ostrum Asset Management
France
$878K 1,932 -1,738 -47%
NB
381
Norinchukin Bank
Japan
$872K 1,919 +249 +15%
SWP
382
Stratos Wealth Partners
Ohio
$872K 1,917 -679 -26%
Allianz Asset Management
383
Allianz Asset Management
Germany
$844K 1,857 -1,803 -49%
CPWA
384
Cerro Pacific Wealth Advisors
California
$842K 1,753 -6 -0.3%
FAM
385
Formidable Asset Management
Ohio
$836K 1,839 -43 -2%
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$820K 1,804
NMERB
387
New Mexico Educational Retirement Board
New Mexico
$818K 1,800
CCM
388
Coldstream Capital Management
Washington
$817K 1,796 -110 -6%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$808K 1,778 -327 -16%
CC
390
Chicago Capital
Illinois
$805K 1,771
N
391
Natixis
France
$801K 1,776 -1,277 -42%
SIA
392
SkyView Investment Advisors
New Jersey
$800K 1,761 +99 +6%
TRCT
393
Tower Research Capital (TRC)
New York
$799K 1,757 -1,212 -41%
GT
394
Glenmede Trust
Pennsylvania
$790K 1,738 -74 -4%
BOTPPF
395
Board of the Pension Protection Fund
United Kingdom
$773K 1,700 +800 +89%
CAM
396
Congress Asset Management
Massachusetts
$769K 1,691 -229,107 -99%
BMSSC
397
B. Metzler seel. Sohn & Co
Germany
$766K 1,685 -421 -20%
Assenagon Asset Management
398
Assenagon Asset Management
Luxembourg
$757K 1,665 -4,831 -74%
OAM
399
Oppenheimer Asset Management
New York
$727K 1,599 -3,568 -69%
GI
400
GAMCO Investors
Connecticut
$712K 1,565