FDS icon

Factset
FDS

Overview Fund Activity

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$371M
3
Invesco
Invesco
Georgia
$306M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$41.1M
5
UBS AM
UBS AM
Illinois
$160M

Top Sellers

1
Amundi
Amundi
France
$54.6M
2
Citadel Advisors
Citadel Advisors
Florida
$107M
3
Macquarie Group
Macquarie Group
Australia
$1.43M
4
BlackRock
BlackRock
New York
$1.5B
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$117M -$3.47M -7,755 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$107M -$102M -228,066 -49%
TIA
28
Tandem Investment Advisors
South Carolina
$89.9M -$22.1M -49,327 -20%
Goldman Sachs
29
Goldman Sachs
New York
$80.3M +$4.46M +9,972 +6%
UBS Group
30
UBS Group
Switzerland
$74.8M -$9.89M -22,118 -12%
ACM
31
American Capital Management
New York
$70.6M -$8.86M -19,809 -11%
Deutsche Bank
32
Deutsche Bank
Germany
$70.4M -$14.4M -32,240 -17%
EHC
33
Everett Harris & Co
California
$65.3M -$1.06M -2,379 -2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$63.1M -$11.2M -24,936 -15%
Raymond James Financial
35
Raymond James Financial
Florida
$62M -$3.89M -8,692 -6%
Royal London Asset Management
36
Royal London Asset Management
United Kingdom
$58.4M -$1.04M -2,320 -2%
VF
37
Vest Financial
Virginia
$56.1M +$4.55M +10,172 +9%
Amundi
38
Amundi
France
$54.6M -$104M -231,909 -66%
NL
39
Nuveen LLC
North Carolina
$53.2M -$74.7K -167 -0.1%
MG
40
Markel Group
Virginia
$52.2M – – –
SEI Investments
41
SEI Investments
Pennsylvania
$49.8M +$14.5M +32,457 +41%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$49.5M +$450K +1,007 +0.9%
Barclays
43
Barclays
United Kingdom
$47M -$2.39M -5,335 -5%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$45.8M +$23.1M +51,636 +102%
Ameriprise
45
Ameriprise
Minnesota
$45.5M -$7.66M -17,132 -14%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$44.8M -$5.26M -11,757 -10%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$44.4M +$621K +1,389 +1%
Nomura Asset Management
48
Nomura Asset Management
Japan
$43.9M +$2.81M +6,281 +7%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$41.9M -$2.51M -5,613 -6%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$41.1M +$41.1M +91,946 New
1
2
3 4 5