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Factset

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.

Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.05%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WB
476
WesBanco Bank
West Virginia
$460K
HWM
477
HB Wealth Management
Georgia
$459K -$179K -400 -28%
CAM
478
Cresset Asset Management
Illinois
$457K -$9.85K -22 -2%
DSAM
479
Dock Street Asset Management
Florida
$457K -$607K -1,356 -57%
ATS
480
Ashton Thomas Securities
New York
$454K -$4.03K -9 -0.9%
BHIA
481
Birch Hill Investment Advisors
Massachusetts
$453K -$38.5K -86 -8%
AWM
482
Apollon Wealth Management
South Carolina
$443K -$42K -94 -9%
PIM
483
Provident Investment Management
Michigan
$442K -$42K -94 -9%
MAS
484
Meeder Advisory Services
Ohio
$442K +$21K +47 +5%
HWMG
485
Hurlow Wealth Management Group
Indiana
$442K
MFS
486
Mirabella Financial Services
United Kingdom
$441K -$1.13M -2,522 -72%
EF
487
Empirical Finance
Pennsylvania
$439K +$4.92K +11 +1%
SLA
488
Silver Lake Advisory
Utah
$439K
SYBT
489
Stock Yards Bank & Trust
Kentucky
$437K
ACM
490
Andina Capital Management
Utah
$432K +$26K +58 +6%
AR
491
Apeiron RIA
Texas
$430K +$7.6K +17 +2%
MA
492
Mutual Advisors
Nebraska
$427K +$43.2K +103 +11%
FFBTD
493
First Financial Bank - Trust Division
Ohio
$426K -$17.9K -40 -4%
DS
494
DRW Securities
Illinois
$424K +$424K +948 New
D.E. Shaw & Co
495
D.E. Shaw & Co
New York
$423K
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$415K -$7.6K -17 -2%
CCA
497
Conestoga Capital Advisors
Pennsylvania
$412K -$230K -515 -36%
FAIM
498
Financial Advocates Investment Management
Washington
$412K -$71.1K -159 -15%
DWP
499
Daymark Wealth Partners
Ohio
$410K -$17.9K -40 -4%
LI
500
Lafayette Investments
Maryland
$407K +$29.1K +65 +8%