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Factset

762 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, 269 increasing their positions, 271 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: $15.9B → $10.6B (-$5.27B)

35% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 150

Holders
762
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
NIM
476
NEOS Investment Management
Connecticut
$312K
PAS
477
Park Avenue Securities
New York
$307K
FWIA
478
Fort Washington Investment Advisors
Ohio
$307K
NO
479
Ninety One
South Africa
$306K
ICP
480
Impact Capital Partners
Colorado
$305K
SWP
481
Stratos Wealth Partners
Ohio
$305K
PI
482
PineBridge Investments
New York
$304K
HI
483
Horizon Investments
North Carolina
$303K
AWM
484
Axxcess Wealth Management
California
$301K
BCP
485
Blackhawk Capital Partners
Wisconsin
$301K
WTC
486
WhitTier Trust Company
Nevada
$300K
LA
487
Lindenwold Advisors
Pennsylvania
$300K
TRCT
488
Tower Research Capital (TRC)
New York
$299K
WB
489
WesBanco Bank
West Virginia
$297K
LI
490
LMCG Investments
Massachusetts
$296K
CC
491
Chicago Capital
Illinois
$293K
FRA
492
Frank Rimerman Advisors
California
$293K
MSA
493
MUFG Securities Americas
New York
$292K
AWM
494
Absher Wealth Management
North Carolina
$291K
BP
495
Ballentine Partners
Massachusetts
$290K
BHIA
496
Birch Hill Investment Advisors
Massachusetts
$290K
ATS
497
Ashton Thomas Securities
New York
$287K
EF
498
Empirical Finance
Pennsylvania
$285K
PIM
499
Provident Investment Management
Michigan
$283K
BMSSC
500
B. Metzler seel. Sohn & Co
Germany
$282K