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Factset

823 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SO
501
STRS Ohio
Ohio
$406K +$406K +908 New
RGC
502
Roberts, Glore & Co
Illinois
$401K
HAG
503
HighPoint Advisor Group
Illinois
$395K -$32.2K -72 -8%
OWA
504
Outlook Wealth Advisors
Texas
$392K -$6.26K -14 -2%
MCM
505
MAI Capital Management
Ohio
$390K +$16.5K +37 +4%
AIM
506
Alhambra Investment Management
Florida
$389K
LFG
507
Larson Financial Group
Missouri
$387K +$37.1K +83 +11%
HIA
508
Harbor Investment Advisory
Maryland
$386K -$2.68K -6 -0.7%
BIAS
509
Beacon Investment Advisory Services
New Jersey
$386K
SFS
510
Sowell Financial Services
Arkansas
$382K +$39.8K +89 +12%
LFA
511
Legacy Financial Advisors
Kentucky
$380K -$4.47K -10 -1%
NI
512
Natural Investments
California
$380K +$41.1K +92 +12%
MSFS
513
Main Street Financial Solutions
Pennsylvania
$378K +$447 +1 +0.1%
MSA
514
MUFG Securities Americas
New York
$376K +$75.1K +168 +25%
AA
515
ALPS Advisors
Colorado
$372K +$4.47K +10 +1%
RWM
516
Revisor Wealth Management
Ohio
$372K +$63.5K +141 +21%
AP
517
Advisors Preferred
Maryland
$371K -$328K -728 -47%
SFS
518
Security Financial Services
Indiana
$370K +$72.5K +162 +24%
SBFM
519
S-Bank Fund Management
Finland
$358K -$28.2K -63 -7%
SAI
520
Savvy Advisors Inc
New York
$358K +$63.5K +142 +22%
WC
521
Westerkirk Capital
$354K +$354K +791 New
DWA
522
Douglass Winthrop Advisors
New York
$347K -$87.7K -196 -20%
AAM
523
Aureus Asset Management
Massachusetts
$347K
KAS
524
Kestra Advisory Services
Texas
$342K -$36.2K -81 -10%
CWP
525
Curated Wealth Partners
California
$341K +$4.03K +9 +1%