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.

Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.05%
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 Market Value Shares Shares
Change
Shares
Change %
MWM
451
Mattern Wealth Management
Kansas
$534K 1,195 -31 -3%
PAS
452
Park Avenue Securities
New York
$525K 1,174 -95 -7%
BTWM
453
Baker Tilly Wealth Management
Wisconsin
$525K 1,173 -40 -3%
TMAM
454
Tokio Marine Asset Management
Japan
$523K 1,170 +74 +7%
ATC
455
Argent Trust Co
Tennessee
$515K 1,152 +8 +0.7%
DO
456
denkapparat Operations
Germany
$513K 1,148
VSQM
457
V-Square Quantitative Management
Illinois
$512K 1,144 +115 +11%
NP
458
Nilsine Partners
Colorado
$508K 1,136 -16 -1%
Nomura Holdings
459
Nomura Holdings
Japan
$505K 1,129 -2,433 -68%
DADC
460
D.A. Davidson & Co
Montana
$501K 1,119 +1 +0.1%
CIM
461
Contravisory Investment Management
Massachusetts
$498K 1,113 -4 -0.4%
GI
462
GAMMA Investing
California
$496K 1,110 +164 +17%
MMA
463
Miracle Mile Advisors
California
$496K 1,108 +34 +3%
Vontobel Holding
464
Vontobel Holding
Switzerland
$495K 1,107 -66 -6%
SWP
465
Stratos Wealth Partners
Ohio
$494K 1,104 -813 -42%
AFCM
466
Applied Finance Capital Management
Puerto Rico
$494K 1,104 -8 -0.7%
AWM
467
Avior Wealth Management
Nebraska
$489K 1,094 +337 +45%
WSFS
468
Wilmington Savings Fund Society
Delaware
$489K 1,093 +6 +0.6%
AAS
469
Avantax Advisory Services
Texas
$482K 1,078 -2 -0.2%
NO
470
Ninety One
South Africa
$478K 1,068
BP
471
Ballentine Partners
Massachusetts
$473K 1,058 +60 +6%
BAM
472
Belpointe Asset Management
Nevada
$473K 1,057 +269 +34%
LA
473
Lindenwold Advisors
Pennsylvania
$464K 1,037 -8 -0.8%
DAS
474
Diversify Advisory Services
Utah
$462K 1,246 +1,246 New
LI
475
LMCG Investments
Massachusetts
$462K 1,032 -24 -2%