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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, 268 increasing their positions, 272 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 (-$5.28B)

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
NWAG
551
Net Worth Advisory Group
Utah
$220K
SAM
552
Strategy Asset Managers
California
$216K
MSE
553
MUFG Securities EMEA
United Kingdom
$207K
FW
554
FullCircle Wealth
Texas
$205K
GLA
555
Great Lakes Advisors
Illinois
$203K
BFW
556
Brady Family Wealth
Missouri
$202K
ECM
557
Evergreen Capital Management
Washington
$202K
MGIA
558
Moneta Group Investment Advisors
Missouri
$201K
PCM
559
Parsons Capital Management
Rhode Island
$201K
DE
560
Diversified Enterprises
Delaware
$200K
VI
561
Vestcor Inc
New Brunswick, Canada
$200K
IA
562
IFP Advisors
Florida
$195K
RP
563
Rowlandmiller & Partners
Georgia
$192K
WSFS
564
Wilmington Savings Fund Society
Delaware
$186K
ETC
565
Exchange Traded Concepts
Oklahoma
$184K
AMI
566
Amica Mutual Insurance
Rhode Island
$182K
CPCPP
567
Canada Post Corporation Pension Plan
Canada
$180K
GI
568
GAMMA Investing
California
$176K
SFI
569
Siemens Fonds Invest
Germany
$175K
AF
570
Advisornet Financial
Minnesota
$163K
FFA
571
Farther Finance Advisors
California
$161K
ZBNA
572
Zions Bancorporation, National Association
Utah
$160K
IFU
573
iSAM Funds (UK)
United Kingdom
$155K
TSMHT
574
Thurston Springer Miller Herd & Titak
Indiana
$141K
HNB
575
Huntington National Bank
Ohio
$133K