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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$527M
5
Invesco
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
BAMCO Inc
New York
$1.13B
3
Squarepoint
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$489K +$73.5K +153 +18%
VV
477
Verity & Verity
South Carolina
$482K +$74.9K +156 +18%
AG
478
Amiral Gestion
France
$480K +$480K +1,000 New
SYBT
479
Stock Yards Bank & Trust
Kentucky
$476K – – –
AIM
480
Alhambra Investment Management
Florida
$475K – – –
VSQM
481
V-Square Quantitative Management
Illinois
$475K -$41.8K -87 -8%
HWMG
482
Hurlow Wealth Management Group
Indiana
$475K -$14.9K -31 -3%
BP
483
Ballentine Partners
Massachusetts
$475K +$961 +2 +0.2%
SLA
484
Silver Lake Advisory
Utah
$471K – – –
HAG
485
HighPoint Advisor Group
Illinois
$471K -$139K -303 -23%
AWM
486
Apollon Wealth Management
South Carolina
$470K +$3.36K +7 +0.7%
DWA
487
Douglass Winthrop Advisors
New York
$466K – – –
MAS
488
Meeder Advisory Services
Ohio
$466K -$3.36K -7 -0.7%
DWP
489
Daymark Wealth Partners
Ohio
$466K +$13K +27 +3%
RGC
490
Roberts, Glore & Co
Illinois
$455K -$7.2K -15 -2%
WCF
491
West Coast Financial
California
$449K -$3.84K -8 -0.8%
ALA
492
Atlas Legacy Advisors
California
$441K +$441K +918 New
EF
493
Empirical Finance
Pennsylvania
$440K +$961 +2 +0.2%
SWM
494
Spire Wealth Management
Virginia
$438K -$1.42M -2,949 -76%
WSFS
495
Wilmington Savings Fund Society
Delaware
$434K +$13.4K +28 +3%
BOTPPF
496
Board of the Pension Protection Fund
United Kingdom
$432K +$432K +900 New
CP
497
Covenant Partners
Tennessee
$429K -$35.5K -74 -8%
AR
498
Apeiron RIA
Texas
$426K +$26.4K +55 +7%
OWA
499
Outlook Wealth Advisors
Texas
$425K +$46.1K +96 +12%
C
500
Certuity
Florida
$422K -$27.9K -58 -6%
18 19
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