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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
KWM
376
Kingsview Wealth Management
Oregon
$622K
DT
377
Diversified Trust
Tennessee
$621K
MPPW
378
Mitchell & Pahl Private Wealth
Oklahoma
$617K
NG
379
Novem Group
New York
$615K
William Blair & Company
380
William Blair & Company
Illinois
$609K
SPWG
381
Sage Private Wealth Group
Illinois
$608K
JFG
382
Jefferies Financial Group
New York
$583K
DC
383
Davenport & Co
Virginia
$582K
GIBU
384
Gulf International Bank (UK)
United Kingdom
$576K
KA
385
Kintegral Advisory
New York
$573K
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$573K
MCM
387
Manchester Capital Management
Vermont
$573K
GIM
388
Glenmede Investment Management
Pennsylvania
$570K
ACM
389
Argent Capital Management
Missouri
$560K
NB
390
Norinchukin Bank
Japan
$560K
OAM
391
Oxford Asset Management
United Kingdom
$559K
VA
392
Valmark Advisers
Ohio
$559K
PC
393
Promus Capital
Illinois
$558K
AIM
394
Aigen Investment Management
New York
$556K
GWMR
395
GC Wealth Management RIA
Massachusetts
$552K
MAMG
396
Milestone Asset Management Group
Connecticut
$550K
SFA
397
Sequoia Financial Advisors
Ohio
$550K
FFP
398
FourThought Financial Partners
Florida
$545K
MFG
399
Merit Financial Group
Georgia
$545K
MSRPS
400
Maryland State Retirement & Pension System
Maryland
$537K