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 %
VIG
376
Vienna Insurance Group
Poland
$870K -$185K -414 -18%
MFG
377
Merit Financial Group
Georgia
$856K +$362K +809 +73%
AWM
378
Axxcess Wealth Management
California
$852K -$228K -509 -21%
Schroder Investment Management Group
379
Schroder Investment Management Group
United Kingdom
$852K -$136K -305 -14%
PC
380
Promus Capital
Illinois
$851K +$165K +368 +24%
OAM
381
Ostrum Asset Management
France
$840K -$23.7K -53 -3%
FAM
382
Formidable Asset Management
Ohio
$836K
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$805K
SIA
384
SkyView Investment Advisors
New Jersey
$798K +$21.2K +48 +3%
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$795K
FCM
386
Fieldview Capital Management
Michigan
$793K +$793K +1,773 New
CC
387
Chicago Capital
Illinois
$792K
Verition Fund Management
388
Verition Fund Management
Connecticut
$778K +$153K +343 +25%
EF
389
Empowered Funds
Pennsylvania
$776K +$341K +762 +78%
CCM
390
Coldstream Capital Management
Washington
$757K -$46.1K -103 -6%
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$754K
HIP
392
Harrell Investment Partners
Texas
$739K +$739K +1,653 New
N
393
Natixis
France
$737K -$57.7K -129 -7%
PA
394
Procyon Advisors
Connecticut
$735K -$2.46M -5,503 -77%
CA
395
CoreCap Advisors
Michigan
$731K +$69.8K +156 +11%
CPWA
396
Cerro Pacific Wealth Advisors
California
$726K -$58.2K -130 -7%
SFA
397
Sequoia Financial Advisors
Ohio
$726K +$244K +546 +51%
EOJOAM
398
E. Ohman J:or Asset Management
Sweden
$717K -$89.5K -200 -11%
HI
399
Horizon Investments
North Carolina
$709K +$466K +1,042 +192%
FFP
400
FourThought Financial Partners
Florida
$698K +$46.5K +104 +7%