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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 %
RT
526
Rockland Trust
Massachusetts
$361K -$2.88K -6 -0.8%
CWP
527
Curated Wealth Partners
California
$361K – – –
SAM
528
Strategy Asset Managers
California
$358K +$5.28K +11 +1%
KWM
529
Kolinsky Wealth Management
New Jersey
$355K +$11K +23 +3%
HNB
530
Huntington National Bank
Ohio
$353K +$213K +443 +152%
ACM
531
Andina Capital Management
Utah
$352K +$8.65K +18 +3%
BAM
532
Berkshire Asset Management
Pennsylvania
$351K +$13.5K +29 +4%
LIM
533
Leavell Investment Management
Alabama
$351K – – –
BFG
534
Bleakley Financial Group
New Jersey
$351K +$8.17K +17 +2%
ALAM
535
Asahi Life Asset Management
Japan
$351K +$351K +730 New
LI
536
Lafayette Investments
Maryland
$350K – – –
BAM
537
Belpointe Asset Management
Nevada
$348K -$4.23K -10 -1%
BCI
538
Brinker Capital Investments
Pennsylvania
$348K -$23.5K -49 -6%
OPS
539
Orion Portfolio Solutions
Nebraska
$348K -$23.5K -49 -6%
NFG
540
Nations Financial Group
Iowa
$345K +$57.2K +119 +20%
PWS
541
Precision Wealth Strategies
Missouri
$340K +$1.92K +4 +0.6%
PL
542
Perpetual Ltd
Australia
$337K -$25.5K -53 -7%
VI
543
Vestcor Inc
New Brunswick, Canada
$337K -$481 -1 -0.1%
AC
544
Apella Capital
Connecticut
$337K +$480 +1 +0.1%
MWM
545
Meridian Wealth Management
Kentucky
$336K +$961 +2 +0.3%
PCM
546
Parsons Capital Management
Rhode Island
$336K – – –
BFW
547
Brady Family Wealth
Missouri
$332K -$480 -1 -0.1%
WJWM
548
Williams Jones Wealth Management
New York
$329K – – –
FIM
549
Freedom Investment Management
Connecticut
$328K -$11K -23 -3%
HSA
550
HBK Sorce Advisory
Pennsylvania
$328K -$1.92K -4 -0.6%
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