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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 %
AF
576
Advisornet Financial
Minnesota
$255K -$4.92K -11 -2%
EA
577
Everpar Advisors
Oklahoma
$254K +$31.3K +70 +14%
SFP
578
Shepherd Financial Partners
Massachusetts
$253K -$53.6K -120 -17%
MMA
579
Mizuho Markets Americas
New York
$251K -$1.02M -2,287 -80%
FFA
580
Farther Finance Advisors
California
$246K +$42.9K +96 +21%
GT
581
Glenview Trust
Kentucky
$242K +$447 +1 +0.2%
BFG
582
Bouchey Financial Group
New York
$240K -$4.47K -10 -2%
DBIA
583
Dumont & Blake Investment Advisors
New Jersey
$240K -$10.3K -23 -4%
MA
584
MONECO Advisors
Connecticut
$240K -$8.05K -18 -3%
IB
585
Intrust Bank
Kansas
$239K -$22.4K -50 -9%
PI
586
PFG Investments
New York
$239K
CAM
587
Claret Asset Management
Quebec, Canada
$238K +$15.7K +35 +7%
KeyBank National Association
588
KeyBank National Association
Ohio
$238K +$2.24K +5 +0.9%
ACA
589
Aptus Capital Advisors
Alabama
$236K -$4.47K -10 -2%
NIM
590
NEOS Investment Management
Connecticut
$235K
TAM
591
Tocqueville Asset Management
New York
$235K
PFWA
592
Paces Ferry Wealth Advisors
Georgia
$233K -$13.4K -30 -5%
PFM
593
Patton Fund Management
Texas
$232K +$232K +518 New
CNC
594
Citizens & Northern Corp
Pennsylvania
$228K +$30K +67 +15%
PGFC
595
Peapack-Gladstone Financial Corp
New Jersey
$226K +$226K +506 New
AWM
596
Aprio Wealth Management
Georgia
$225K +$225K +504 New
QEI
597
QSV Equity Investors
Illinois
$225K +$225K +504 New
CAMG
598
CWA Asset Management Group
Florida
$225K +$225K +503 New
AIA
599
Arbor Investment Advisors
North Carolina
$224K
BEC
600
Blue Edge Capital
Virginia
$224K