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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$527M
5
Invesco
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
BAMCO Inc
New York
$1.13B
3
Squarepoint
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAW
501
Signal Advisors Wealth
Michigan
$418K +$19.2K +40 +5%
BIAS
502
Beacon Investment Advisory Services
New Jersey
$415K – – –
HIA
503
Harbor Investment Advisory
Maryland
$414K -$8.65K -18 -2%
ECM
504
Everence Capital Management
Indiana
$413K +$413K +860 New
MSFS
505
Main Street Financial Solutions
Pennsylvania
$411K – – –
WAG
506
Wallace Advisory Group
California
$411K +$16.6K +36 +4%
CI Investments Inc
507
CI Investments Inc
Ontario, Canada
$410K +$214K +445 +109%
LFA
508
Legacy Financial Advisors
Kentucky
$408K +$1.92K +4 +0.5%
MCM
509
MAI Capital Management
Ohio
$398K -$27.4K -57 -6%
MOS
510
MGO One Seven
Ohio
$394K +$37K +77 +10%
SFP
511
Shepherd Financial Partners
Massachusetts
$386K -$35.1K -73 -8%
FGP
512
Freestone Grove Partners
California
$386K +$386K +804 New
JG
513
Jain Global
New York
$384K +$384K +800 New
AA
514
ALPS Advisors
Colorado
$383K – – –
IB
515
Intrust Bank
Kansas
$381K +$59.1K +123 +18%
MA
516
Mutual Advisors
Nebraska
$374K -$1.84K -4 -0.5%
WS
517
Wedbush Securities
California
$374K +$156K +325 +72%
ACM
518
Aster Capital Management
United Arab Emirates
$373K +$373K +776 New
AAM
519
Aureus Asset Management
Massachusetts
$372K – – –
HTC
520
Haverford Trust Company
Pennsylvania
$372K -$37.5K -78 -9%
VI
521
Versor Investments
New York
$371K +$371K +773 New
CGH
522
Crossmark Global Holdings
Texas
$371K -$796K -1,655 -68%
Capstone Investment Advisors
523
Capstone Investment Advisors
New York
$370K -$517K -1,076 -58%
EF
524
Empowered Funds
Pennsylvania
$366K – – –
NI
525
Natural Investments
California
$363K +$363K +757 New
19 20
21
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