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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
DAM
576
Delta Asset Management
Tennessee
$129K
Walleye Capital
577
Walleye Capital
New York
$128K
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$126K
ECM
579
Estabrook Capital Management
New York
$122K
GRP
580
Global Retirement Partners
California
$120K
SOW
581
State of Wyoming
Wyoming
$119K
HFS
582
Hantz Financial Services
Michigan
$117K
S
583
SignatureFD
Georgia
$113K
CW
584
Curio Wealth
Maryland
$112K
Bessemer Group
585
Bessemer Group
New Jersey
$106K
Fidelity International
586
Fidelity International
Bermuda
$106K
CAM
587
Creekmur Asset Management
Illinois
$105K
CT
588
Caldwell Trust
Florida
$102K
PFBT
589
Parkside Financial Bank & Trust
Missouri
$99.1K
LS
590
Livforsakringsbolaget Skandia
Sweden
$96.5K
PS
591
Principal Securities
Iowa
$92.3K
VCM
592
Versant Capital Management
Arizona
$89.4K
GC
593
Globeflex Capital
California
$88.5K
OWP
594
ORG Wealth Partners
Texas
$86.2K
PA
595
Parallel Advisors
California
$82.2K
MG
596
Mather Group
Illinois
$80.9K
MWPCG
597
Measured Wealth Private Client Group
New Hampshire
$79.1K
SIC
598
SJS Investment Consulting
Ohio
$78.8K
MA
599
MCF Advisors
Kentucky
$75.6K
CLOS
600
Compagnie Lombard Odier SCmA
Switzerland
$74.5K