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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
GWM
401
Gibbs Wealth Management
Georgia
$533K
XT
402
XTX Topco
Cayman Islands
$531K
TYCC
403
Texas Yale Capital Corp
Florida
$531K
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$528K
MA
405
Mutual Advisors
Nebraska
$525K
GWAM
406
Guardian Wealth Advisors (Minnesota)
Minnesota
$517K
GXJ
407
Global X Japan
Japan
$513K
SAM
408
Securian Asset Management
Minnesota
$512K
N
409
Numerai
California
$510K
BAM
410
Blueshift Asset Management
New Jersey
$508K
PIM
411
Penobscot Investment Management
Massachusetts
$507K
WorldQuant Millennium Advisors
412
WorldQuant Millennium Advisors
New York
$507K
IWC
413
Integrated Wealth Concepts
Massachusetts
$497K
EI
414
Ethic Inc
New York
$495K
ECM
415
Element Capital Management
New York
$493K
HIP
416
Harrell Investment Partners
Texas
$487K
NMERB
417
New Mexico Educational Retirement Board
New Mexico
$487K
PA
418
Procyon Advisors
Connecticut
$485K
CGH
419
Crossmark Global Holdings
Texas
$470K
UCFA
420
United Capital Financial Advisors
Texas
$461K
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$460K
SFSG
422
Sound Financial Strategies Group
Mississippi
$454K
PIM
423
Profit Investment Management
Maryland
$453K
RI
424
Ridgewood Investments
New Jersey
$447K
PAG
425
Private Advisor Group
New Jersey
$439K