827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
QPW
451
Quantum Private Wealth
Florida
$538K
VV
452
Verity & Verity
South Carolina
$535K
MWM
453
Mattern Wealth Management
Kansas
$534K
PAS
454
Park Avenue Securities
New York
$525K
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$525K
TMAM
456
Tokio Marine Asset Management
Japan
$523K
ATC
457
Argent Trust Co
Tennessee
$515K
DO
458
denkapparat Operations
Germany
$513K
VSQM
459
V-Square Quantitative Management
Illinois
$512K
NP
460
Nilsine Partners
Colorado
$508K
Nomura Holdings
461
Nomura Holdings
Japan
$505K
DADC
462
D.A. Davidson & Co
Montana
$501K
HPC
463
HM Payson & Co
Maine
$499K
CIM
464
Contravisory Investment Management
Massachusetts
$498K
GI
465
GAMMA Investing
California
$496K
MMA
466
Miracle Mile Advisors
California
$496K
Vontobel Holding
467
Vontobel Holding
Switzerland
$495K
SWP
468
Stratos Wealth Partners
Ohio
$494K
AFCM
469
Applied Finance Capital Management
Puerto Rico
$494K
AWM
470
Avior Wealth Management
Nebraska
$489K
WSFS
471
Wilmington Savings Fund Society
Delaware
$489K
AAS
472
Avantax Advisory Services
Texas
$482K
NO
473
Ninety One
South Africa
$478K
BP
474
Ballentine Partners
Massachusetts
$473K
BAM
475
Belpointe Asset Management
Nevada
$473K