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
ACM
376
Argent Capital Management
Missouri
$874K
DT
377
Diversified Trust
Tennessee
$873K
VIG
378
Vienna Insurance Group
Poland
$870K
MFG
379
Merit Financial Group
Georgia
$856K
AWM
380
Axxcess Wealth Management
California
$852K
Schroder Investment Management Group
381
Schroder Investment Management Group
United Kingdom
$852K
PC
382
Promus Capital
Illinois
$851K
OAM
383
Ostrum Asset Management
France
$840K
FAM
384
Formidable Asset Management
Ohio
$836K
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$805K
SIA
386
SkyView Investment Advisors
New Jersey
$798K
MSRPS
387
Maryland State Retirement & Pension System
Maryland
$795K
FCM
388
Fieldview Capital Management
Michigan
$793K
CC
389
Chicago Capital
Illinois
$792K
Verition Fund Management
390
Verition Fund Management
Connecticut
$778K
EF
391
Empowered Funds
Pennsylvania
$776K
CCM
392
Coldstream Capital Management
Washington
$757K
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$754K
HIP
394
Harrell Investment Partners
Texas
$739K
N
395
Natixis
France
$737K
PA
396
Procyon Advisors
Connecticut
$735K
CA
397
CoreCap Advisors
Michigan
$731K
CPWA
398
Cerro Pacific Wealth Advisors
California
$726K
SFA
399
Sequoia Financial Advisors
Ohio
$726K
EOJOAM
400
E. Ohman J:or Asset Management
Sweden
$717K