767 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 273 reducing their positions, and 151 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: $15.9B → $10.6B (-$5.27B)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
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
NP
476
Nilsine Partners
Colorado
$316K
NIM
477
NEOS Investment Management
Connecticut
$312K
PAS
478
Park Avenue Securities
New York
$307K
FWIA
479
Fort Washington Investment Advisors
Ohio
$307K
NO
480
Ninety One
South Africa
$306K
ICP
481
Impact Capital Partners
Colorado
$305K
SWP
482
Stratos Wealth Partners
Ohio
$305K
PI
483
PineBridge Investments
New York
$304K
HI
484
Horizon Investments
North Carolina
$303K
AWM
485
Axxcess Wealth Management
California
$301K
BCP
486
Blackhawk Capital Partners
Wisconsin
$301K
WTC
487
WhitTier Trust Company
Nevada
$300K
LA
488
Lindenwold Advisors
Pennsylvania
$300K
TRCT
489
Tower Research Capital (TRC)
New York
$299K
WB
490
WesBanco Bank
West Virginia
$297K
LI
491
LMCG Investments
Massachusetts
$296K
CC
492
Chicago Capital
Illinois
$293K
FRA
493
Frank Rimerman Advisors
California
$293K
MSA
494
MUFG Securities Americas
New York
$292K
AWM
495
Absher Wealth Management
North Carolina
$291K
BP
496
Ballentine Partners
Massachusetts
$290K
BHIA
497
Birch Hill Investment Advisors
Massachusetts
$290K
ATS
498
Ashton Thomas Securities
New York
$287K
EF
499
Empirical Finance
Pennsylvania
$285K
PIM
500
Provident Investment Management
Michigan
$283K