757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 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: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
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
NO
476
Ninety One
South Africa
$306K
ICP
477
Impact Capital Partners
Colorado
$305K
SWP
478
Stratos Wealth Partners
Ohio
$305K
PI
479
PineBridge Investments
New York
$304K
HI
480
Horizon Investments
North Carolina
$303K
AWM
481
Axxcess Wealth Management
California
$301K
BCP
482
Blackhawk Capital Partners
Wisconsin
$301K
WTC
483
WhitTier Trust Company
Nevada
$300K
TRCT
484
Tower Research Capital (TRC)
New York
$299K
WB
485
WesBanco Bank
West Virginia
$297K
LI
486
LMCG Investments
Massachusetts
$296K
CC
487
Chicago Capital
Illinois
$293K
FRA
488
Frank Rimerman Advisors
California
$293K
MSA
489
MUFG Securities Americas
New York
$292K
AWM
490
Absher Wealth Management
North Carolina
$291K
BP
491
Ballentine Partners
Massachusetts
$290K
BHIA
492
Birch Hill Investment Advisors
Massachusetts
$290K
ATS
493
Ashton Thomas Securities
New York
$287K
EF
494
Empirical Finance
Pennsylvania
$285K
PIM
495
Provident Investment Management
Michigan
$283K
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$282K
SLA
497
Silver Lake Advisory
Utah
$281K
MWM
498
Mattern Wealth Management
Kansas
$280K
AFCM
499
Applied Finance Capital Management
Puerto Rico
$279K
HPC
500
HM Payson & Co
Maine
$277K