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Factset
FDS

Overview Fund Activity

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
VF
4
Vest Financial
Virginia
$52.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$41.8M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
451
Tokio Marine Asset Management
Japan
$498K +$20.9K +46 +4%
MSCM
452
McElhenny Sheffield Capital Management
Texas
$496K +$496K +1,090 New
WSFS
453
Wilmington Savings Fund Society
Delaware
$494K +$82.7K +182 +20%
AWM
454
Apollon Wealth Management
South Carolina
$493K +$48.2K +106 +11%
PIM
455
Provident Investment Management
Michigan
$492K -$9.09K -20 -2%
FAIM
456
Financial Advocates Investment Management
Washington
$491K +$11.8K +26 +2%
AAS
457
Avantax Advisory Services
Texas
$491K -$60.9K -134 -11%
SFA
458
Sequoia Financial Advisors
Ohio
$490K +$26.4K +58 +6%
EAM
459
Empirical Asset Management
Massachusetts
$489K -$769K -1,692 -61%
MMA
460
Miracle Mile Advisors
California
$488K -$10K -22 -2%
NO
461
Ninety One
South Africa
$486K +$9.55K +21 +2%
AWAU
462
Alliance Wealth Advisors (Utah)
Utah
$480K -$395K -868 -45%
LI
463
LMCG Investments
Massachusetts
$480K -$4.55K -10 -0.9%
AGC
464
Aspen Grove Capital
Colorado
$476K +$476K +1,046 New
LA
465
Lindenwold Advisors
Pennsylvania
$475K -$7.73K -17 -2%
CAM
466
Cresset Asset Management
Illinois
$474K -$153K -336 -24%
WB
467
WesBanco Bank
West Virginia
$468K – – –
VSQM
468
V-Square Quantitative Management
Illinois
$468K +$18.2K +40 +4%
ATS
469
Ashton Thomas Securities
New York
$465K -$4.09K -9 -0.9%
BP
470
Ballentine Partners
Massachusetts
$454K +$4.55K +10 +1%
FFBTD
471
First Financial Bank - Trust Division
Ohio
$451K -$481K -1,058 -52%
HWMG
472
Hurlow Wealth Management Group
Indiana
$449K – – –
SLA
473
Silver Lake Advisory
Utah
$446K – – –
SYBT
474
Stock Yards Bank & Trust
Kentucky
$445K -$5.91K -13 -1%
EF
475
Empowered Funds
Pennsylvania
$442K +$95.5K +210 +28%
17 18
19
20 21