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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$527M
5
Invesco
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
BAMCO Inc
New York
$1.13B
3
Squarepoint
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QPW
451
Quantum Private Wealth
Florida
$577K – – –
MWM
452
Mattern Wealth Management
Kansas
$565K -$56.7K -118 -9%
SPWG
453
Sage Private Wealth Group
Illinois
$542K +$2.4K +5 +0.4%
KWM
454
KFG Wealth Management
Indiana
$541K +$28.3K +59 +6%
SF
455
Summit Financial
New Jersey
$538K -$6.25K -13 -1%
SFI
456
Siemens Fonds Invest
Germany
$538K – – –
DADC
457
D.A. Davidson & Co
Montana
$537K -$35.1K -73 -6%
AC
458
Allstate Corporation
Illinois
$537K +$537K +1,118 New
PIM
459
Provident Investment Management
Michigan
$530K -$19.7K -41 -4%
AWM
460
Avior Wealth Management
Nebraska
$529K -$51.4K -107 -9%
BHIA
461
Birch Hill Investment Advisors
Massachusetts
$527K +$41.3K +86 +8%
MMA
462
Miracle Mile Advisors
California
$526K +$42.7K +89 +9%
TI
463
Tidal Investments
Wisconsin
$523K -$695K -1,447 -57%
LI
464
LMCG Investments
Massachusetts
$512K -$13K -27 -2%
SG Americas Securities
465
SG Americas Securities
New York
$511K -$1.22M -2,532 -70%
LA
466
Lindenwold Advisors
Pennsylvania
$510K -$20.7K -43 -4%
GI
467
GAMMA Investing
California
$510K +$141K +293 +38%
AFCM
468
Applied Finance Capital Management
Puerto Rico
$508K – – –
FAIM
469
Financial Advocates Investment Management
Washington
$506K +$19.7K +41 +4%
TMAM
470
Tokio Marine Asset Management
Japan
$504K – – –
NO
471
Ninety One
South Africa
$503K – – –
SRL
472
Scientech Research LLC
New Jersey
$499K -$154K -320 -24%
ATS
473
Ashton Thomas Securities
New York
$496K +$10.1K +21 +2%
WB
474
WesBanco Bank
West Virginia
$494K -$59.1K -123 -11%
DSAM
475
Dock Street Asset Management
Florida
$490K -$8.96M -18,656 -95%
17 18
19
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