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
EAM
426
Empirical Asset Management
Massachusetts
$620K
Koshinski Asset Management
427
Koshinski Asset Management
Illinois
$614K
Allianz Asset Management
428
Allianz Asset Management
Germany
$610K
SCM
429
Stevens Capital Management
Pennsylvania
$608K
SCA
430
Snowden Capital Advisors
New York
$607K
IAA
431
Independent Advisor Alliance
North Carolina
$607K
SPWG
432
Sage Private Wealth Group
Illinois
$606K
PAM
433
Panagora Asset Management
Massachusetts
$598K
CIBC World Market
434
CIBC World Market
Ontario, Canada
$596K
TI
435
Tidal Investments
Wisconsin
$590K
GI
436
GAMCO Investors
Connecticut
$588K
ICP
437
Impact Capital Partners
Colorado
$578K
DAC
438
Dividend Assets Capital
South Carolina
$575K
Lido Advisors
439
Lido Advisors
California
$574K
KWM
440
KFG Wealth Management
Indiana
$573K
AWAU
441
Alliance Wealth Advisors (Utah)
Utah
$570K
NG
442
Norden Group
Utah
$568K
BC
443
Burney Company
Virginia
$568K
AWS
444
Atria Wealth Solutions
New York
$568K
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$563K
CISOA
446
Capital Investment Services of America
Wisconsin
$559K
VA
447
Vident Advisory
Georgia
$552K
SRL
448
Scientech Research LLC
New Jersey
$549K
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$542K
MFA
450
Mayflower Financial Advisors
Massachusetts
$538K