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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 %
DBIA
576
Dumont & Blake Investment Advisors
New Jersey
$254K -$21.4K -47 -8%
MA
577
MONECO Advisors
Connecticut
$252K -$7.27K -16 -3%
CL
578
Choreo LLC
Illinois
$252K -$50.4K -111 -17%
PFWA
579
Paces Ferry Wealth Advisors
Georgia
$251K -$3.18K -7 -1%
BFG
580
Bouchey Financial Group
New York
$249K +$1.36K +3 +0.6%
HI
581
Horizon Investments
North Carolina
$247K +$11.4K +25 +5%
GT
582
Glenview Trust
Kentucky
$246K -$14.5K -32 -6%
ACA
583
Aptus Capital Advisors
Alabama
$244K +$22.7K +50 +10%
PI
584
PFG Investments
New York
$243K -$7.73K -17 -3%
SFI
585
Siemens Fonds Invest
Germany
$242K -$265K -583 -52%
FCM
586
FJ Capital Management
Virginia
$241K +$241K +531 New
MAG
587
M3 Advisory Group
Massachusetts
$241K -$1.82K -4 -0.7%
PA
588
Profund Advisors
Maryland
$241K -$13.2K -29 -5%
CHAM
589
Clear Harbor Asset Management
Connecticut
$241K +$241K +530 New
KeyBank National Association
590
KeyBank National Association
Ohio
$240K -$630K -1,386 -72%
NIM
591
NEOS Investment Management
Connecticut
$239K
TAM
592
Tocqueville Asset Management
New York
$239K
PWP
593
Phillips Wealth Planners
Mississippi
$237K +$1.7K +4 +0.7%
BWM
594
Baron Wealth Management
Michigan
$236K -$7.28K -16 -3%
RSWM
595
Robertson Stephens Wealth Management
California
$236K -$551K -1,212 -70%
RT
596
Rockland Trust
Massachusetts
$232K -$110K -241 -32%
QCG
597
Quadrant Capital Group
Ohio
$231K +$166K +365 +253%
BC
598
Bridgefront Capital
Texas
$231K -$772K -1,697 -77%
MC
599
Middleton & Co
Massachusetts
$227K
AIA
600
Arbor Investment Advisors
North Carolina
$227K