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Factset

762 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, 269 increasing their positions, 271 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: $15.9B → $10.6B (-$5.27B)

35% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 150

Holders
762
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
SLA
501
Silver Lake Advisory
Utah
$281K
MWM
502
Mattern Wealth Management
Kansas
$280K
AFCM
503
Applied Finance Capital Management
Puerto Rico
$279K
HPC
504
HM Payson & Co
Maine
$277K
MP
505
McDonald Partners
Ohio
$276K
SC
506
Savant Capital
Illinois
$273K
FFBTD
507
First Financial Bank - Trust Division
Ohio
$273K
SSA
508
Schonfeld Strategic Advisors
New York
$272K
HWMG
509
Hurlow Wealth Management Group
Indiana
$272K
SDIC
510
South Dakota Investment Council
South Dakota
$272K
C
511
Certuity
Florida
$269K
WB
512
West Bancorporation
Iowa
$267K
HAG
513
HighPoint Advisor Group
Illinois
$266K
CA
514
CoreCap Advisors
Michigan
$264K
SYBT
515
Stock Yards Bank & Trust
Kentucky
$264K
1C
516
111 Capital
France
$263K
DWP
517
Daymark Wealth Partners
Ohio
$263K
SO
518
STRS Ohio
Ohio
$260K
QCM
519
QRG Capital Management
Illinois
$259K
RGC
520
Roberts, Glore & Co
Illinois
$258K
SFS
521
Security Financial Services
Indiana
$258K
QEI
522
QSV Equity Investors
Illinois
$252K
AWM
523
Apollon Wealth Management
South Carolina
$250K
HIA
524
Harbor Investment Advisory
Maryland
$249K
CAU
525
Caxton Associates (UK)
$248K