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 %
SFSG
401
Sound Financial Strategies Group
Mississippi
$696K +$696K +1,556 New
QCM
402
QRG Capital Management
Illinois
$692K +$93.1K +208 +16%
OAM
403
Oppenheimer Asset Management
New York
$689K -$26.4K -59 -4%
CC
404
Centiva Capital
New York
$684K +$684K +1,530 New
WIA
405
World Investment Advisors
California
$683K +$343K +766 +101%
ACA
406
Anchor Capital Advisors
Massachusetts
$671K
JFG
407
Jefferies Financial Group
New York
$671K +$671K +1,500 New
GIM
408
Glenmede Investment Management
Pennsylvania
$666K +$666K +1,488 New
QCG
409
Quadrant Capital Group
Ohio
$660K +$433K +967 +190%
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$658K
SW
411
SlateStone Wealth
Florida
$655K
BAMF
412
BI Asset Management Fondsmaeglerselskab
Denmark
$654K -$4.76M -10,646 -88%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$651K -$6.71K -15 -1%
STA
414
Summit Trail Advisors
New York
$651K +$651K +1,455 New
Bessemer Group
415
Bessemer Group
New Jersey
$645K +$119K +266 +23%
AAF
416
Andra AP-fonden
Sweden
$644K -$1.73M -3,861 -73%
AV
417
ASR Vermogensbeheer
Netherlands
$636K +$132K +296 +26%
PP
418
Prudential plc
United Kingdom
$636K -$812K -1,816 -56%
SMF
419
Scott Marsh Financial
Utah
$635K +$635K +1,419 New
SF
420
Summit Financial
New Jersey
$631K +$128K +286 +25%
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
$630K -$115K -257 -15%
PL
422
Perpetual Ltd
Australia
$624K +$313K +700 +101%
GXJ
423
Global X Japan
Japan
$623K +$43.4K +97 +7%
EAM
424
Empirical Asset Management
Massachusetts
$620K +$139K +311 +29%
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$614K +$86.8K +194 +16%