FDS icon

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.

New
Increased
Maintained
Reduced
Closed
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
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
Morgan Stanley
New York
$886M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B
4
VF
Vest Financial
Virginia
$52.4M
5
Nomura Asset Management
Nomura Asset Management
Japan
$41.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
476
Douglass Winthrop Advisors
New York
$441K – – –
EF
477
Empirical Finance
Pennsylvania
$441K +$24.6K +54 +6%
TI
478
Tidal Investments
Wisconsin
$436K -$58.2K -128 -12%
DWP
479
Daymark Wealth Partners
Ohio
$435K -$5.46K -12 -1%
D.E. Shaw & Co
480
D.E. Shaw & Co
New York
$430K -$1.66M -3,644 -79%
GI
481
GAMMA Investing
California
$430K -$52.3K -115 -11%
CI Investments Inc
482
CI Investments Inc
Ontario, Canada
$430K +$41.9K +92 +11%
AR
483
Apeiron RIA
Texas
$430K +$26.8K +59 +7%
MAS
484
Meeder Advisory Services
Ohio
$428K -$13.2K -29 -3%
WAG
485
Wallace Advisory Group
California
$425K -$4.32K -9 -1%
ALA
486
Atlas Legacy Advisors
California
$418K +$909 +2 +0.2%
N
487
Numerai
California
$413K -$678K -1,492 -62%
ACM
488
Andina Capital Management
Utah
$412K +$79.1K +174 +24%
HAG
489
HighPoint Advisor Group
Illinois
$410K -$32.2K -75 -7%
TCM
490
TruNorth Capital Management
Michigan
$409K +$409K +900 New
RGC
491
Roberts, Glore & Co
Illinois
$408K -$22.7K -50 -5%
OWA
492
Outlook Wealth Advisors
Texas
$405K +$3.18K +7 +0.8%
SAW
493
Signal Advisors Wealth
Michigan
$397K +$1.36K +3 +0.3%
AIM
494
Alhambra Investment Management
Florida
$396K -$54.6K -120 -12%
HIA
495
Harbor Investment Advisory
Maryland
$396K +$3.18K +7 +0.8%
USAA
496
United Services Automobile Association
Texas
$394K +$394K +878 New
BIAS
497
Beacon Investment Advisory Services
New Jersey
$393K – – –
SBFM
498
S-Bank Fund Management
Finland
$393K +$393K +864 New
LFA
499
Legacy Financial Advisors
Kentucky
$391K +$4.55K +10 +1%
SWM
500
Spire Wealth Management
Virginia
$390K -$24.1K -53 -6%
18 19
20
21 22