823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.03%
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
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
426
Allianz Asset Management
Germany
$610K -$221K -493 -27%
SCM
427
Stevens Capital Management
Pennsylvania
$608K +$608K +1,359 New
SCA
428
Snowden Capital Advisors
New York
$607K -$33.5K -75 -5%
IAA
429
Independent Advisor Alliance
North Carolina
$607K +$29.5K +66 +5%
SPWG
430
Sage Private Wealth Group
Illinois
$606K +$86.4K +193 +17%
PAM
431
Panagora Asset Management
Massachusetts
$598K -$895 -2 -0.1%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$596K -$1.96M -4,374 -77%
TI
433
Tidal Investments
Wisconsin
$590K +$161K +359 +37%
GI
434
GAMCO Investors
Connecticut
$588K -$112K -250 -16%
ICP
435
Impact Capital Partners
Colorado
$578K -$6.26K -14 -1%
DAC
436
Dividend Assets Capital
South Carolina
$575K
Lido Advisors
437
Lido Advisors
California
$574K -$542K -1,212 -49%
KWM
438
KFG Wealth Management
Indiana
$573K +$38.9K +87 +7%
AWAU
439
Alliance Wealth Advisors (Utah)
Utah
$570K +$98K +219 +21%
NG
440
Norden Group
Utah
$568K -$11.2K -25 -2%
BC
441
Burney Company
Virginia
$568K -$567K -1,268 -50%
AWS
442
Atria Wealth Solutions
New York
$568K -$4.92K -11 -0.9%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$563K -$93.9K -210 -14%
CISOA
444
Capital Investment Services of America
Wisconsin
$559K
VA
445
Vident Advisory
Georgia
$552K -$511K -1,142 -48%
SRL
446
Scientech Research LLC
New Jersey
$549K +$549K +1,227 New
NMIMC
447
Northwestern Mutual Investment Management Company
Wisconsin
$542K +$447 +1 +0.1%
MFA
448
Mayflower Financial Advisors
Massachusetts
$538K +$895 +2 +0.2%
QPW
449
Quantum Private Wealth
Florida
$538K
VV
450
Verity & Verity
South Carolina
$535K +$39.8K +89 +8%