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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 %
HWM
601
HB Wealth Management
Georgia
$252K +$252K +524 New
PWP
602
Phillips Wealth Planners
Mississippi
$251K +$453 +1 +0.2%
HI
603
Horizon Investments
North Carolina
$249K +$1.44K +3 +0.6%
FFM
604
Forum Financial Management
Illinois
$249K +$249K +518 New
IC
605
IEQ Capital
California
$246K -$842K -1,752 -77%
SWP
606
Sagespring Wealth Partners
Tennessee
$246K +$246K +513 New
JSW
607
Journey Strategic Wealth
New Jersey
$245K +$4.32K +9 +2%
JF
608
Jump Financial
Illinois
$244K -$6.75M -14,060 -97%
FFA
609
Farther Finance Advisors
California
$240K -$480 -1 -0.2%
MC
610
Middleton & Co
Massachusetts
$240K – – –
AIA
611
Arbor Investment Advisors
North Carolina
$240K – – –
BEC
612
Blue Edge Capital
Virginia
$240K – – –
FPCP
613
Fort Point Capital Partners
California
$240K +$240K +500 New
DIA
614
Dean Investment Associates
Ohio
$239K -$26.9K -56 -10%
TFP
615
Tilia Fiduciary Partners
North Carolina
$237K – – –
CAM
616
Claret Asset Management
Quebec, Canada
$236K +$1.92K +4 +0.8%
ACA
617
Aptus Capital Advisors
Alabama
$234K +$234K +488 New
GVAG
618
Great Valley Advisor Group
Delaware
$234K – – –
DWT
619
Dorsey & Whitney Trust
South Dakota
$233K +$6.24K +13 +3%
PPWM
620
Perissos Private Wealth Management
Oklahoma
$230K – – –
EAM
621
Empirical Asset Management
Massachusetts
$230K +$230K +2,768 New
WP
622
WMS Partners
Maryland
$229K +$6.72K +14 +3%
GA
623
Geller Advisors
New York
$225K +$12K +25 +6%
BCMO
624
Buckingham Capital Management (Ohio)
Ohio
$223K -$2.4K -5 -1%
IF
625
Intrua Financial
Texas
$220K -$25K -52 -10%
23 24
25
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