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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 %
SAM
526
Strategy Asset Managers
California
$340K -$13.4K -30 -4%
CHAM
527
Clear Harbor Asset Management
Connecticut
$340K +$103K +230 +43%
WPC
528
Wedmont Private Capital
Pennsylvania
$331K +$331K +739 New
LIM
529
Leavell Investment Management
Alabama
$326K
GLA
530
Great Lakes Advisors
Illinois
$320K -$15.7K -35 -5%
WS
531
Wedbush Securities
California
$320K
AC
532
Apella Capital
Connecticut
$317K +$3.58K +8 +1%
PCM
533
Parsons Capital Management
Rhode Island
$313K
DE
534
Diversified Enterprises
Delaware
$313K -$1.34K -3 -0.4%
VI
535
Vestcor Inc
New Brunswick, Canada
$312K -$2.68K -6 -0.9%
C
536
Certuity
Florida
$312K -$1.79K -4 -0.6%
BFW
537
Brady Family Wealth
Missouri
$311K -$2.68K -6 -0.9%
ALA
538
Atlas Legacy Advisors
California
$309K -$102K -229 -25%
MGIA
539
Moneta Group Investment Advisors
Missouri
$309K +$3.58K +8 +1%
FTWA
540
Fifth Third Wealth Advisors
Ohio
$304K -$8.05K -18 -3%
SC
541
Savant Capital
Illinois
$302K +$44.7K +100 +17%
FWIA
542
Fort Washington Investment Advisors
Ohio
$301K
RP
543
Rowlandmiller & Partners
Georgia
$300K
SF
544
Synovus Financial
Georgia
$299K
PWM
545
Perigon Wealth Management
California
$299K +$21.9K +49 +8%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$298K +$298K +667 New
MWM
547
Meridian Wealth Management
Kentucky
$298K -$15.7K -35 -5%
FFM
548
Forum Financial Management
Illinois
$294K +$18.8K +42 +7%
WJWM
549
Williams Jones Wealth Management
New York
$290K
SWM
550
Segment Wealth Management
Texas
$288K