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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$527M
5
Invesco
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
BAMCO Inc
New York
$1.13B
3
Squarepoint
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$325K -$2.4K -5 -0.7%
FWIA
552
Fort Washington Investment Advisors
Ohio
$323K – – –
RP
553
Rowlandmiller & Partners
Georgia
$322K – – –
CL
554
Choreo LLC
Illinois
$321K +$34.3K +71 +12%
SF
555
Synovus Financial
Georgia
$321K -$321K -668 -50%
IWM
556
IHT Wealth Management
Illinois
$319K -$66.3K -138 -17%
SAM
557
Seelaus Asset Management
New Jersey
$307K – – –
SCA
558
Stokes Capital Advisors
South Carolina
$307K – – –
KIA
559
KCM Investment Advisors
California
$307K – – –
LWAM
560
Legacy Wealth Asset Management
Minnesota
$306K -$14.4K -30 -4%
DE
561
Diversified Enterprises
Delaware
$306K – – –
CG
562
Caprock Group
Idaho
$304K +$35.5K +74 +13%
GC
563
Guggenheim Capital
Illinois
$301K -$93.2K -194 -24%
PHIC
564
Pine Haven Investment Counsel
Massachusetts
$300K – – –
BSI
565
Bennett Selby Investments
Maine
$299K – – –
CPCPP
566
Canada Post Corporation Pension Plan
Canada
$298K +$298K +620 New
BFS
567
Bradley Foster & Sargent
Connecticut
$297K – – –
MP
568
Moment Partners
California
$296K +$296K +616 New
LFG
569
Larson Financial Group
Missouri
$296K -$480 -1 -0.2%
VCM
570
Versant Capital Management
Arizona
$294K – – –
SI
571
Seeds Investor
New York
$293K -$961 -2 -0.3%
CCA
572
Checchi Capital Advisers
California
$292K +$3.36K +7 +1%
DBIA
573
Dumont & Blake Investment Advisors
New Jersey
$291K -$11.5K -24 -4%
AWM
574
Angeles Wealth Management
California
$289K -$18.7K -39 -6%
SFS
575
Security Financial Services
Indiana
$287K +$14.9K +31 +5%
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