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
HI
401
Horizon Investments
North Carolina
$709K
FFP
402
FourThought Financial Partners
Florida
$698K
SFSG
403
Sound Financial Strategies Group
Mississippi
$696K
QCM
404
QRG Capital Management
Illinois
$692K
OAM
405
Oppenheimer Asset Management
New York
$689K
CC
406
Centiva Capital
New York
$684K
WIA
407
World Investment Advisors
California
$683K
ACA
408
Anchor Capital Advisors
Massachusetts
$671K
JFG
409
Jefferies Financial Group
New York
$671K
GIM
410
Glenmede Investment Management
Pennsylvania
$666K
QCG
411
Quadrant Capital Group
Ohio
$660K
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$658K
SW
413
SlateStone Wealth
Florida
$655K
BAMF
414
BI Asset Management Fondsmaeglerselskab
Denmark
$654K
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$651K
STA
416
Summit Trail Advisors
New York
$651K
Bessemer Group
417
Bessemer Group
New Jersey
$645K
AAF
418
Andra AP-fonden
Sweden
$644K
AV
419
ASR Vermogensbeheer
Netherlands
$636K
PP
420
Prudential plc
United Kingdom
$636K
SMF
421
Scott Marsh Financial
Utah
$635K
SF
422
Summit Financial
New Jersey
$631K
Assenagon Asset Management
423
Assenagon Asset Management
Luxembourg
$630K
PL
424
Perpetual Ltd
Australia
$624K
GXJ
425
Global X Japan
Japan
$623K