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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
CISOA
451
Capital Investment Services of America
Wisconsin
$358K
CAM
452
Cresset Asset Management
Illinois
$353K
NG
453
Norden Group
Utah
$352K
KWM
454
KFG Wealth Management
Indiana
$351K
Lido Advisors
455
Lido Advisors
California
$346K
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$345K
MFA
457
Mayflower Financial Advisors
Massachusetts
$344K
QPW
458
Quantum Private Wealth
Florida
$344K
VV
459
Verity & Verity
South Carolina
$344K
FTWA
460
Fifth Third Wealth Advisors
Ohio
$343K
ACM
461
Andina Capital Management
Utah
$340K
AA
462
Advisory Alpha
Michigan
$339K
AIM
463
Alhambra Investment Management
Florida
$337K
DADC
464
D.A. Davidson & Co
Montana
$336K
TMAM
465
Tokio Marine Asset Management
Japan
$335K
VA
466
Vident Advisory
Georgia
$334K
BTWM
467
Baker Tilly Wealth Management
Wisconsin
$331K
DO
468
denkapparat Operations
Germany
$329K
MMA
469
Miracle Mile Advisors
California
$328K
CCM
470
Coldstream Capital Management
Washington
$320K
National Pension Service
471
National Pension Service
South Korea
$319K
PCP
472
Perbak Capital Partners
United Kingdom
$318K
AWM
473
Avior Wealth Management
Nebraska
$318K
Vontobel Holding
474
Vontobel Holding
Switzerland
$317K
NP
475
Nilsine Partners
Colorado
$316K