827 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, 283 increasing their positions, 283 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
Aureus Asset Management
Massachusetts
$347K
KAS
527
Kestra Advisory Services
Texas
$342K
CWP
528
Curated Wealth Partners
California
$341K
SAM
529
Strategy Asset Managers
California
$340K
CHAM
530
Clear Harbor Asset Management
Connecticut
$340K
WPC
531
Wedmont Private Capital
Pennsylvania
$331K
LIM
532
Leavell Investment Management
Alabama
$326K
GLA
533
Great Lakes Advisors
Illinois
$320K
WS
534
Wedbush Securities
California
$320K
AC
535
Apella Capital
Connecticut
$317K
PCM
536
Parsons Capital Management
Rhode Island
$313K
DE
537
Diversified Enterprises
Delaware
$313K
VI
538
Vestcor Inc
New Brunswick, Canada
$312K
C
539
Certuity
Florida
$312K
BFW
540
Brady Family Wealth
Missouri
$311K
ALA
541
Atlas Legacy Advisors
California
$309K
MGIA
542
Moneta Group Investment Advisors
Missouri
$309K
FTWA
543
Fifth Third Wealth Advisors
Ohio
$304K
SC
544
Savant Capital
Illinois
$302K
FWIA
545
Fort Washington Investment Advisors
Ohio
$301K
RP
546
Rowlandmiller & Partners
Georgia
$300K
SF
547
Synovus Financial
Georgia
$299K
PWM
548
Perigon Wealth Management
California
$299K
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$298K
MWM
550
Meridian Wealth Management
Kentucky
$298K