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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
Focus Partners Wealth
426
Focus Partners Wealth
Massachusetts
$438K
Koshinski Asset Management
427
Koshinski Asset Management
Illinois
$432K
ACA
428
Anchor Capital Advisors
Massachusetts
$430K
OAM
429
Oppenheimer Asset Management
New York
$429K
TSS
430
Two Sigma Securities
New York
$422K
SW
431
SlateStone Wealth
Florida
$420K
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$418K
WIA
433
World Investment Advisors
California
$417K
VIM
434
Vinva Investment Management
Australia
$417K
AWAU
435
Alliance Wealth Advisors (Utah)
Utah
$416K
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$416K
Allianz Asset Management
437
Allianz Asset Management
Germany
$416K
PP
438
Prudential plc
United Kingdom
$407K
AV
439
ASR Vermogensbeheer
Netherlands
$405K
CPWA
440
Cerro Pacific Wealth Advisors
California
$403K
GCM
441
Graham Capital Management
Connecticut
$397K
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$390K
AC
443
Allstate Corporation
Illinois
$384K
SCA
444
Snowden Capital Advisors
New York
$379K
SF
445
Summit Financial
New Jersey
$373K
RG
446
Rathbones Group
United Kingdom
$369K
DAC
447
Dividend Assets Capital
South Carolina
$368K
IAA
448
Independent Advisor Alliance
North Carolina
$367K
KF
449
Krilogy Financial
Missouri
$366K
CIBC World Market
450
CIBC World Market
Ontario, Canada
$359K