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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.

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
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

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 Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$123M 269,534 +6,039 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$122M 268,603 -8,176 -3%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$119M 260,914 -24,529 -9%
TIA
29
Tandem Investment Advisors
South Carolina
$114M 250,420 +6,009 +2%
Macquarie Group
30
Macquarie Group
Australia
$99.9M 219,786 -44,498 -17%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$90.8M 199,663 +55,528 +39%
Deutsche Bank
32
Deutsche Bank
Germany
$86.2M 189,577 +12,198 +7%
UBS Group
33
UBS Group
Switzerland
$86M 189,240 +29,669 +19%
ACM
34
American Capital Management
New York
$80.8M 177,632 +3,639 +2%
Goldman Sachs
35
Goldman Sachs
New York
$77.1M 169,635 -53,012 -24%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$75.4M 165,942 -5,245 -3%
EHC
37
Everett Harris & Co
California
$67.5M 148,361 -1,478 -1%
Raymond James Financial
38
Raymond James Financial
Florida
$67M 147,316 +3,384 +2%
Royal London Asset Management
39
Royal London Asset Management
United Kingdom
$60.4M 132,797 +13,421 +11%
NL
40
Nuveen LLC
North Carolina
$54.1M 119,100 +119,100 New
Ameriprise
41
Ameriprise
Minnesota
$54M 118,789 -3,078 -3%
MG
42
Markel Group
Virginia
$53.1M 116,720 – –
VF
43
Vest Financial
Virginia
$52.4M 115,354 +115,354 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$50.9M 111,976 -1,046 -0.9%
Barclays
45
Barclays
United Kingdom
$50.2M 110,446 +11,516 +12%
Millennium Management
46
Millennium Management
New York
$50.2M 110,409 +40,800 +59%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$49.8M 109,776 +4,280 +4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$45.1M 99,270 -21,845 -18%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$44.5M 97,887 +9,402 +11%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$42M 92,337 -11,015 -11%
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