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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
BIAS
526
Beacon Investment Advisory Services
New Jersey
$248K
HWM
527
HB Wealth Management
Georgia
$246K
ALA
528
Atlas Legacy Advisors
California
$245K
BAM
529
Belpointe Asset Management
Nevada
$245K
CI Investments Inc
530
CI Investments Inc
Ontario, Canada
$244K
D.E. Shaw & Co
531
D.E. Shaw & Co
New York
$242K
FFM
532
Forum Financial Management
Illinois
$242K
NI
533
Natural Investments
California
$242K
LFG
534
Larson Financial Group
Missouri
$240K
IWA
535
Icon Wealth Advisors
Texas
$237K
DSAM
536
Dock Street Asset Management
Florida
$235K
QCG
537
Quadrant Capital Group
Ohio
$231K
LFA
538
Legacy Financial Advisors
Kentucky
$230K
SBFM
539
S-Bank Fund Management
Finland
$227K
WC
540
Westerkirk Capital
$227K
CHAM
541
Clear Harbor Asset Management
Connecticut
$226K
RWM
542
Revisor Wealth Management
Ohio
$224K
OWA
543
Outlook Wealth Advisors
Texas
$223K
BC
544
Bridgefront Capital
Texas
$223K
MAS
545
Meeder Advisory Services
Ohio
$223K
BC
546
Burney Company
Virginia
$222K
AAM
547
Aureus Asset Management
Massachusetts
$222K
MSFS
548
Main Street Financial Solutions
Pennsylvania
$221K
CWP
549
Curated Wealth Partners
California
$221K
DAS
550
Diversify Advisory Services
Utah
$220K