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Factset

762 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 269 increasing their positions, 271 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.27B)

35% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 150

Holders
762
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$104M
Puts
$78.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
601
Blue Trust Inc
Georgia
$73.6K
CIAM
602
Caitong International Asset Management
Hong Kong
$69.6K
CAL
603
Capital Advisors Ltd
Ohio
$68K
SS
604
SBI Securities
Japan
$65K
AA
605
Addison Advisors
Vermont
$64.5K
OP
606
ORG Partners
Indiana
$61.8K
PCM
607
Penserra Capital Management
California
$59K
Swedbank
608
Swedbank
Sweden
$53K
JWA
609
JFS Wealth Advisors
Pennsylvania
$52.7K
PPA
610
Pilgrim Partners Asia
Singapore
$51.6K
CYG
611
Clean Yield Group
Vermont
$50.7K
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$49.3K
CT
613
Coastline Trust
Rhode Island
$48.7K
AUB
614
Atlantic Union Bankshares
Virginia
$46.4K
Federated Hermes
615
Federated Hermes
Pennsylvania
$46.4K
EWA
616
EverSource Wealth Advisors
Alabama
$45.3K
PTC
617
Private Trust Company
Ohio
$45K
RF
618
Rossby Financial
Florida
$43.6K
BGAI
619
Bruce G. Allen Investments
Colorado
$43K
HNB
620
Hilltop National Bank
Wyoming
$43K
LAM
621
Lummis Asset Management
Texas
$40.1K
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$39.8K
AssetMark Inc
623
AssetMark Inc
California
$39.3K
BOJHT
624
Bank of Jackson Hole Trust
Wyoming
$34.7K
C
625
Covestor
United Kingdom
$33K