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Factset

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
526
Walleye Trading
New York
$322K +$322K +709 New
VI
527
Vestcor Inc
New Brunswick, Canada
$320K +$1.36K +3 +0.4%
DE
528
Diversified Enterprises
Delaware
$319K +$29.6K +65 +10%
BFW
529
Brady Family Wealth
Missouri
$319K +$4.55K +10 +1%
C
530
Certuity
Florida
$319K -$80.4K -177 -20%
MWM
531
Meridian Wealth Management
Kentucky
$318K
CBUSF
532
Construction & Building Unions Superannuation Fund
Australia
$318K -$364K -800 -53%
PCM
533
Parsons Capital Management
Rhode Island
$318K
FTWA
534
Fifth Third Wealth Advisors
Ohio
$317K +$116K +255 +58%
PL
535
Perpetual Ltd
Australia
$316K -$3.64K -8 -1%
SFP
536
Shepherd Financial Partners
Massachusetts
$312K -$53.2K -117 -15%
RWM
537
Revisor Wealth Management
Ohio
$312K +$312K +685 New
MGIA
538
Moneta Group Investment Advisors
Missouri
$310K +$56.8K +125 +22%
VCM
539
Virtue Capital Management
Tennessee
$308K +$308K +676 New
MSA
540
MUFG Securities Americas
New York
$306K +$50.9K +112 +20%
FWIA
541
Fort Washington Investment Advisors
Ohio
$306K
RP
542
Rowlandmiller & Partners
Georgia
$305K
SF
543
Synovus Financial
Georgia
$304K
SFS
544
Security Financial Services
Indiana
$303K +$31.4K +69 +12%
FIM
545
Freedom Investment Management
Connecticut
$302K -$8.64K -19 -3%
SAI
546
Savvy Advisors Inc
New York
$300K +$300K +659 New
AC
547
Apella Capital
Connecticut
$299K -$427 -1 -0.1%
IWM
548
IHT Wealth Management
Illinois
$299K -$3.18K -7 -1%
PTC
549
Petrus Trust Company
Texas
$296K +$296K +652 New
WJWM
550
Williams Jones Wealth Management
New York
$295K -$16.8K -37 -5%