FDS icon

Factset

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
551
Segment Wealth Management
Texas
$293K +$293K +644 New
SAM
552
Seelaus Asset Management
New Jersey
$291K
SCA
553
Stokes Capital Advisors
South Carolina
$291K
KIA
554
KCM Investment Advisors
California
$291K
MFAM
555
Motley Fool Asset Management
Virginia
$287K +$33.2K +73 +13%
HSA
556
HBK Sorce Advisory
Pennsylvania
$285K -$25.5K -56 -8%
BSI
557
Bennett Selby Investments
Maine
$283K
PWM
558
Perigon Wealth Management
California
$281K +$8.18K +18 +3%
BFS
559
Bradley Foster & Sargent
Connecticut
$281K
FFM
560
Forum Financial Management
Illinois
$280K +$44.1K +97 +19%
PHIC
561
Pine Haven Investment Counsel
Massachusetts
$280K -$4.55K -10 -2%
MP
562
Moment Partners
California
$279K -$909 -2 -0.3%
VCM
563
Versant Capital Management
Arizona
$278K
SI
564
Seeds Investor
New York
$277K -$910 -2 -0.3%
CCA
565
Checchi Capital Advisers
California
$273K -$3.18K -7 -1%
AWM
566
Angeles Wealth Management
California
$273K -$455 -1 -0.2%
CFM
567
Catalyst Funds Management
Australia
$273K +$273K +600 New
VA
568
VestGen Advisors
Illinois
$269K +$269K +591 New
IB
569
Intrust Bank
Kansas
$266K -$94.6K -208 -26%
PWS
570
Precision Wealth Strategies
Missouri
$266K -$55.9K -123 -17%
AF
571
Advisornet Financial
Minnesota
$264K +$5K +11 +2%
LJHT
572
Laurie J. Hall Trustee
$261K
ANTB
573
AMG National Trust Bank
Colorado
$261K
MIM
574
Martin Investment Management
Florida
$261K
SC
575
Savant Capital
Illinois
$261K +$5.46K +12 +2%