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Factset

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
551
Baron Wealth Management
Michigan
$288K +$55K +123 +24%
SAM
552
Seelaus Asset Management
New Jersey
$286K
SCA
553
Stokes Capital Advisors
South Carolina
$286K
MP
554
Moment Partners
California
$284K +$9.39K +21 +3%
FIM
555
Freedom Investment Management
Connecticut
$281K -$15.7K -35 -5%
CAM
556
Creekmur Asset Management
Illinois
$281K +$65.8K +147 +31%
RWM
557
Ritholtz Wealth Management
New York
$281K +$281K +627 New
BSI
558
Bennett Selby Investments
Maine
$279K +$448 +1 +0.2%
SFI
559
Siemens Fonds Invest
Germany
$277K +$39.4K +88 +17%
CPCPP
560
Canada Post Corporation Pension Plan
Canada
$277K +$277K +620 New
BFS
561
Bradley Foster & Sargent
Connecticut
$276K
AWM
562
Angeles Wealth Management
California
$276K +$7.16K +16 +3%
PHIC
563
Pine Haven Investment Counsel
Massachusetts
$275K
MFAM
564
Motley Fool Asset Management
Virginia
$275K -$8.05K -18 -3%
HSA
565
HBK Sorce Advisory
Pennsylvania
$274K -$5.82K -13 -2%
National Pension Service
566
National Pension Service
South Korea
$270K +$208K +466 +340%
CCA
567
Checchi Capital Advisers
California
$269K
IWM
568
IHT Wealth Management
Illinois
$266K -$27.7K -62 -9%
SSG
569
Summit Securities Group
New York
$264K +$264K +591 New
MPM
570
MBB Public Markets
Illinois
$262K -$59.9K -134 -19%
VA
571
VestGen Advisors
Illinois
$261K -$3.58K -8 -1%
LJHT
572
Laurie J. Hall Trustee
$257K
ANTB
573
AMG National Trust Bank
Colorado
$257K
MIM
574
Martin Investment Management
Florida
$257K
PFS
575
Physicians Financial Services
North Carolina
$257K +$257K +575 New