818 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, 280 increasing their positions, 281 reducing their positions, and 79 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
10.98%
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
280
Reduced
281
Closed
79
Calls
$18.4M
Puts
$19M
Net Calls
-$598K
Net Calls Change
-$13.7M
Name Market Value Shares Shares
Change
Shares
Change %
SPWG
426
Sage Private Wealth Group
Illinois
$606K 1,355 +193 +17%
PAM
427
Panagora Asset Management
Massachusetts
$598K 1,336 -2 -0.1%
CIBC World Market
428
CIBC World Market
Ontario, Canada
$596K 1,332 -4,374 -77%
TI
429
Tidal Investments
Wisconsin
$590K 1,319 +359 +37%
GI
430
GAMCO Investors
Connecticut
$588K 1,315 -250 -16%
ICP
431
Impact Capital Partners
Colorado
$578K 1,292 -14 -1%
DAC
432
Dividend Assets Capital
South Carolina
$575K 1,285
Lido Advisors
433
Lido Advisors
California
$574K 1,282 -1,212 -49%
KWM
434
KFG Wealth Management
Indiana
$573K 1,282 +87 +7%
AWAU
435
Alliance Wealth Advisors (Utah)
Utah
$570K 1,275 +219 +21%
NG
436
Norden Group
Utah
$568K 1,271 -25 -2%
BC
437
Burney Company
Virginia
$568K 1,270 -1,268 -50%
AWS
438
Atria Wealth Solutions
New York
$568K 1,269 -11 -0.9%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$563K 1,259 -210 -14%
CISOA
440
Capital Investment Services of America
Wisconsin
$559K 1,250
VA
441
Vident Advisory
Georgia
$552K 1,234 -1,142 -48%
SRL
442
Scientech Research LLC
New Jersey
$549K 1,227 +1,227 New
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$542K 1,211 +1 +0.1%
MFA
444
Mayflower Financial Advisors
Massachusetts
$538K 1,203 +2 +0.2%
QPW
445
Quantum Private Wealth
Florida
$538K 1,202
VV
446
Verity & Verity
South Carolina
$535K 1,195 +89 +8%
MWM
447
Mattern Wealth Management
Kansas
$534K 1,195 -31 -3%
PAS
448
Park Avenue Securities
New York
$525K 1,174 -95 -7%
BTWM
449
Baker Tilly Wealth Management
Wisconsin
$525K 1,173 -40 -3%
TMAM
450
Tokio Marine Asset Management
Japan
$523K 1,170 +74 +7%