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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 %
GC
601
Guggenheim Capital
Illinois
$224K +$15.7K +35 +8%
FW
602
FullCircle Wealth
Texas
$223K +$20.6K +52 +10%
GWAM
603
Guardian Wealth Advisors (Minnesota)
Minnesota
$223K +$223K +499 New
MAG
604
M3 Advisory Group
Massachusetts
$222K -$14.8K -33 -6%
Wellington Management Group
605
Wellington Management Group
Massachusetts
$222K +$222K +496 New
TFP
606
Tilia Fiduciary Partners
North Carolina
$221K
SI
607
Seeds Investor
New York
$220K -$51.4K -115 -19%
SSW
608
Smith Shellnut Wilson
Mississippi
$217K
WG
609
Wealth Group
North Carolina
$216K +$216K +484 New
IWA
610
Icon Wealth Advisors
Texas
$215K +$31.8K +71 +17%
PA
611
Profund Advisors
Maryland
$214K -$23.3K -52 -10%
FFN
612
Focus Financial Network
Minnesota
$211K +$8.95K +20 +4%
MCC
613
Malaga Cove Capital
California
$207K +$207K +463 New
AA
614
Advisory Alpha
Michigan
$207K +$207K +462 New
BBW
615
Blue Barn Wealth
Utah
$204K +$204K +457 New
PWS
616
Precision Wealth Strategies
Missouri
$204K -$57.3K -128 -22%
RSWM
617
Robertson Stephens Wealth Management
California
$203K -$28.6K -64 -12%
RT
618
Rockland Trust
Massachusetts
$203K -$25.5K -57 -11%
TBA
619
Tower Bridge Advisors
Pennsylvania
$201K
DAM
620
Delta Asset Management
Tennessee
$201K
GVAG
621
Great Valley Advisor Group
Delaware
$201K
ECM
622
Estabrook Capital Management
New York
$190K
GRP
623
Global Retirement Partners
California
$189K +$189K +423 New
IA
624
IFP Advisors
Florida
$189K +$118K +262 +166%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$184K +$447 +1 +0.2%