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Factset
FDS

Overview Fund Activity

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

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
401
Advisors Preferred
Maryland
$710K 1,553 +1,553 New
PC
402
Promus Capital
Illinois
$697K 1,534 +107 +7%
OAC
403
OMERS Administration Corp
Ontario, Canada
$687K 1,510 -177 -10%
ACA
404
Anchor Capital Advisors
Massachusetts
$682K 1,500 – –
YIH
405
Y-Intercept (HK)
Hong Kong
$672K 1,479 +1,479 New
CA
406
CoreCap Advisors
Michigan
$672K 1,477 +143 +11%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$668K 1,470 +23 +2%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$668K 1,469 -357 -20%
SW
409
SlateStone Wealth
Florida
$666K 1,465 +1,465 New
FFP
410
FourThought Financial Partners
Florida
$662K 1,457 +20 +1%
PI
411
PGGM Investments
Netherlands
$657K 1,444 – –
JWCA
412
J.W. Coons Advisors
Ohio
$657K 1,445 – –
CPBTD
413
Central Pacific Bank - Trust Division
Hawaii
$657K 1,444 -19 -1%
CCA
414
Conestoga Capital Advisors
Pennsylvania
$653K 1,437 – –
SCA
415
Snowden Capital Advisors
New York
$651K 1,433 -20 -1%
HWM
416
HB Wealth Management
Georgia
$649K 1,427 +903 +172%
Verition Fund Management
417
Verition Fund Management
Connecticut
$635K 1,396 -45,266 -97%
QCM
418
QRG Capital Management
Illinois
$609K 1,339 +60 +5%
PAM
419
Panagora Asset Management
Massachusetts
$608K 1,338 -2,585 -66%
ICP
420
Impact Capital Partners
Colorado
$594K 1,306 +91 +7%
NG
421
Norden Group
Utah
$589K 1,296 -2,052 -61%
GXJ
422
Global X Japan
Japan
$589K 1,296 +1,296 New
IAA
423
Independent Advisor Alliance
North Carolina
$587K 1,290 +851 +194%
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$586K 1,470 -117 -7%
DAC
425
Dividend Assets Capital
South Carolina
$584K 1,285 – –
15 16
17
18 19