767 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, 271 increasing their positions, 273 reducing their positions, and 151 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)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
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
BMSSC
501
B. Metzler seel. Sohn & Co
Germany
$282K
SLA
502
Silver Lake Advisory
Utah
$281K
MWM
503
Mattern Wealth Management
Kansas
$280K
AFCM
504
Applied Finance Capital Management
Puerto Rico
$279K
HPC
505
HM Payson & Co
Maine
$277K
MP
506
McDonald Partners
Ohio
$276K
SC
507
Savant Capital
Illinois
$273K
FFBTD
508
First Financial Bank - Trust Division
Ohio
$273K
CAM
509
Cresset Asset Management
Illinois
$273K
SSA
510
Schonfeld Strategic Advisors
New York
$272K
HWMG
511
Hurlow Wealth Management Group
Indiana
$272K
SDIC
512
South Dakota Investment Council
South Dakota
$272K
C
513
Certuity
Florida
$269K
WB
514
West Bancorporation
Iowa
$267K
HAG
515
HighPoint Advisor Group
Illinois
$266K
CA
516
CoreCap Advisors
Michigan
$264K
SYBT
517
Stock Yards Bank & Trust
Kentucky
$264K
1C
518
111 Capital
France
$263K
DWP
519
Daymark Wealth Partners
Ohio
$263K
SO
520
STRS Ohio
Ohio
$260K
QCM
521
QRG Capital Management
Illinois
$259K
RGC
522
Roberts, Glore & Co
Illinois
$258K
SFS
523
Security Financial Services
Indiana
$258K
QEI
524
QSV Equity Investors
Illinois
$252K
AWM
525
Apollon Wealth Management
South Carolina
$250K