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Factset

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
Name Market Value Shares Shares
Change
Shares
Change %
AWS
426
Atria Wealth Solutions
New York
$582K 1,280 +1,280 New
PAS
427
Park Avenue Securities
New York
$577K 1,269 -703 -36%
CISOA
428
Capital Investment Services of America
Wisconsin
$568K 1,250 -80 -6%
MWM
429
Mattern Wealth Management
Kansas
$557K 1,226 +49 +4%
BTWM
430
Baker Tilly Wealth Management
Wisconsin
$552K 1,213 -64 -5%
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$550K 1,210 +4 +0.3%
QPW
432
Quantum Private Wealth
Florida
$546K 1,202
MFA
433
Mayflower Financial Advisors
Massachusetts
$546K 1,201 -2 -0.2%
KWM
434
KFG Wealth Management
Indiana
$543K 1,195 +69 +6%
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$535K 1,178 +287 +32%
Bessemer Group
436
Bessemer Group
New Jersey
$535K 1,176 +870 +284%
Vontobel Holding
437
Vontobel Holding
Switzerland
$533K 1,173 -109 -9%
SPWG
438
Sage Private Wealth Group
Illinois
$528K 1,162 +34 +3%
NP
439
Nilsine Partners
Colorado
$524K 1,152 -71 -6%
DO
440
denkapparat Operations
Germany
$522K 1,148 +596 +108%
ATC
441
Argent Trust Co
Tennessee
$520K 1,144 -70 -6%
AV
442
ASR Vermogensbeheer
Netherlands
$512K 1,126 +1,126 New
SF
443
Summit Financial
New Jersey
$511K 1,125 +4 +0.4%
DADC
444
D.A. Davidson & Co
Montana
$508K 1,118
CIM
445
Contravisory Investment Management
Massachusetts
$508K 1,117 +1,117 New
HPC
446
HM Payson & Co
Maine
$507K 1,116 -172 -13%
AFCM
447
Applied Finance Capital Management
Puerto Rico
$506K 1,112 +55 +5%
VV
448
Verity & Verity
South Carolina
$503K 1,106 +103 +10%
MFG
449
Merit Financial Group
Georgia
$502K 1,104 +1,104 New
BHIA
450
Birch Hill Investment Advisors
Massachusetts
$499K 1,098