757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 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: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
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
MP
501
McDonald Partners
Ohio
$276K
SC
502
Savant Capital
Illinois
$273K
FFBTD
503
First Financial Bank - Trust Division
Ohio
$273K
SSA
504
Schonfeld Strategic Advisors
New York
$272K
HWMG
505
Hurlow Wealth Management Group
Indiana
$272K
SDIC
506
South Dakota Investment Council
South Dakota
$272K
C
507
Certuity
Florida
$269K
WB
508
West Bancorporation
Iowa
$267K
HAG
509
HighPoint Advisor Group
Illinois
$266K
CA
510
CoreCap Advisors
Michigan
$264K
SYBT
511
Stock Yards Bank & Trust
Kentucky
$264K
1C
512
111 Capital
France
$263K
DWP
513
Daymark Wealth Partners
Ohio
$263K
SO
514
STRS Ohio
Ohio
$260K
QCM
515
QRG Capital Management
Illinois
$259K
RGC
516
Roberts, Glore & Co
Illinois
$258K
SFS
517
Security Financial Services
Indiana
$258K
QEI
518
QSV Equity Investors
Illinois
$252K
AWM
519
Apollon Wealth Management
South Carolina
$250K
HIA
520
Harbor Investment Advisory
Maryland
$249K
CAU
521
Caxton Associates (UK)
$248K
BIAS
522
Beacon Investment Advisory Services
New Jersey
$248K
HWM
523
HB Wealth Management
Georgia
$246K
ALA
524
Atlas Legacy Advisors
California
$245K
BAM
525
Belpointe Asset Management
Nevada
$245K