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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 %
MC
601
Middleton & Co
Massachusetts
$227K
HFS
602
Hantz Financial Services
Michigan
$226K -$9.38M -20,596 -98%
CAM
603
Claret Asset Management
Quebec, Canada
$226K +$2.27K +5 +1%
EA
604
Everpar Advisors
Oklahoma
$226K -$21.4K -47 -9%
TFP
605
Tilia Fiduciary Partners
North Carolina
$225K
SSW
606
Smith Shellnut Wilson
Mississippi
$221K +$13.6K +30 +7%
CAM
607
Creekmur Asset Management
Illinois
$218K +$218K +480 New
WEG
608
World Equity Group
Illinois
$218K +$218K +480 New
FW
609
FullCircle Wealth
Texas
$217K +$32.1K +76 +17%
GC
610
Guggenheim Capital
Illinois
$211K -$73.2K -161 -26%
OC
611
Oppenheimer & Co
New York
$211K +$8.18K +18 +4%
JSW
612
Journey Strategic Wealth
New Jersey
$211K -$20.9K -46 -9%
FFA
613
Farther Finance Advisors
California
$207K -$21.5K -47 -9%
FFN
614
Focus Financial Network
Minnesota
$205K
TIAA Trust, National Association
615
TIAA Trust, National Association
North Carolina
$205K -$35.5K -78 -15%
TBA
616
Tower Bridge Advisors
Pennsylvania
$205K
DAM
617
Delta Asset Management
Tennessee
$205K
GVAG
618
Great Valley Advisor Group
Delaware
$204K -$16.8K -37 -8%
CNC
619
Citizens & Northern Corp
Pennsylvania
$201K +$201K +443 New
CCWM
620
Cassaday & Co Wealth Management
Virginia
$201K
DIA
621
Dean Investment Associates
Ohio
$200K -$26.4K -58 -12%
UFF
622
USA Financial Formulas
Michigan
$195K +$195K +428 New
ECM
623
Estabrook Capital Management
New York
$193K
CW
624
Curio Wealth
Maryland
$188K -$73.2M -390 -100%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$187K