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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 %
ANTB
576
AMG National Trust Bank
Colorado
$278K – – –
PWM
577
Perigon Wealth Management
California
$276K -$58K -126 -17%
MIM
578
Martin Investment Management
Florida
$276K – – –
LJHT
579
Laurie J. Hall Trustee
$276K – – –
GT
580
Glenview Trust
Kentucky
$275K +$26.4K +55 +11%
MA
581
MONECO Advisors
Connecticut
$274K +$54.3K +113 +25%
AF
582
Advisornet Financial
Minnesota
$273K -$4.32K -9 -2%
SC
583
Savant Capital
Illinois
$270K +$22.1K +46 +9%
MSA
584
MUFG Securities Americas
New York
$269K +$269K +561 New
PA
585
Profund Advisors
Maryland
$268K -$21.6K -45 -7%
PFWA
586
Paces Ferry Wealth Advisors
Georgia
$268K -$14.9K -31 -5%
MFAM
587
Motley Fool Asset Management
Virginia
$268K +$18.3K +38 +7%
MGIA
588
Moneta Group Investment Advisors
Missouri
$268K +$34.6K +72 +15%
Wellington Management Group
589
Wellington Management Group
Massachusetts
$266K -$10.1K -21 -4%
DO
590
denkapparat Operations
Germany
$265K +$265K +552 New
PI
591
PFG Investments
New York
$264K – – –
BBW
592
Blue Barn Wealth
Utah
$263K +$4.32K +9 +2%
BFG
593
Bouchey Financial Group
New York
$261K +$6.24K +13 +2%
EA
594
Everpar Advisors
Oklahoma
$261K +$2.88K +6 +1%
WIA
595
World Investment Advisors
California
$258K +$258K +538 New
BWM
596
Baron Wealth Management
Michigan
$257K +$7.21K +15 +3%
MAG
597
M3 Advisory Group
Massachusetts
$256K +$960 +2 +0.4%
TIAA Trust, National Association
598
TIAA Trust, National Association
North Carolina
$254K +$34.1K +71 +16%
NIM
599
NEOS Investment Management
Connecticut
$253K -$1.92K -4 -0.8%
TAM
600
Tocqueville Asset Management
New York
$252K – – –
22 23
24
25 26