827 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, 283 increasing their positions, 283 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
501
Financial Advocates Investment Management
Washington
$412K
DWP
502
Daymark Wealth Partners
Ohio
$410K
LI
503
Lafayette Investments
Maryland
$407K
SO
504
STRS Ohio
Ohio
$406K
RGC
505
Roberts, Glore & Co
Illinois
$401K
HAG
506
HighPoint Advisor Group
Illinois
$395K
OWA
507
Outlook Wealth Advisors
Texas
$392K
MCM
508
MAI Capital Management
Ohio
$390K
AIM
509
Alhambra Investment Management
Florida
$389K
LFG
510
Larson Financial Group
Missouri
$387K
HIA
511
Harbor Investment Advisory
Maryland
$386K
BIAS
512
Beacon Investment Advisory Services
New Jersey
$386K
SFS
513
Sowell Financial Services
Arkansas
$382K
LFA
514
Legacy Financial Advisors
Kentucky
$380K
NI
515
Natural Investments
California
$380K
MSFS
516
Main Street Financial Solutions
Pennsylvania
$378K
MSA
517
MUFG Securities Americas
New York
$376K
AA
518
ALPS Advisors
Colorado
$372K
RWM
519
Revisor Wealth Management
Ohio
$372K
AP
520
Advisors Preferred
Maryland
$371K
SFS
521
Security Financial Services
Indiana
$370K
SBFM
522
S-Bank Fund Management
Finland
$358K
SAI
523
Savvy Advisors Inc
New York
$358K
WC
524
Westerkirk Capital
$354K
DWA
525
Douglass Winthrop Advisors
New York
$347K