820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IFU
601
iSAM Funds (UK)
United Kingdom
$234K -$668K -1,453 -74%
FFA
602
Farther Finance Advisors
California
$230K +$40.5K +88 +21%
JSW
603
Journey Strategic Wealth
New Jersey
$230K +$230K +501 New
MC
604
Middleton & Co
Massachusetts
$230K
AIA
605
Arbor Investment Advisors
North Carolina
$230K
BEC
606
Blue Edge Capital
Virginia
$230K
TFP
607
Tilia Fiduciary Partners
North Carolina
$227K
CNBT
608
Canandaigua National Bank & Trust
New York
$225K -$68.5K -149 -23%
CAM
609
Claret Asset Management
Quebec, Canada
$224K +$224K +488 New
GVAG
610
Great Valley Advisor Group
Delaware
$224K +$224K +486 New
MGIA
611
Moneta Group Investment Advisors
Missouri
$223K +$223K +485 New
DFCM
612
Dark Forest Capital Management
Puerto Rico
$222K +$222K +483 New
PPWM
613
Perissos Private Wealth Management
Oklahoma
$220K +$220K +479 New
DWM
614
Diversify Wealth Management
Utah
$220K +$220K +475 New
DWT
615
Dorsey & Whitney Trust
South Dakota
$218K +$218K +473 New
BCMO
616
Buckingham Capital Management (Ohio)
Ohio
$216K +$216K +470 New
DWM
617
Drive Wealth Management
Utah
$214K +$214K +465 New
VA
618
Vident Advisory
Georgia
$214K +$214K +465 New
WP
619
WMS Partners
Maryland
$212K +$212K +462 New
TIAA Trust, National Association
620
TIAA Trust, National Association
North Carolina
$210K -$59.3K -129 -22%
MA
621
MONECO Advisors
Connecticut
$210K +$210K +457 New
WS
622
Wedbush Securities
California
$209K -$578K -1,255 -73%
FFN
623
Focus Financial Network
Minnesota
$208K +$208K +452 New
DAM
624
Delta Asset Management
Tennessee
$207K
TBA
625
Tower Bridge Advisors
Pennsylvania
$207K +$207K +450 New