757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 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: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
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
CTC
626
Central Trust Company
Missouri
$29.5K
OL
627
OneFund LLC
Florida
$29.2K
SIM
628
Sentry Investment Management
Wisconsin
$29K
PWAM
629
Private Wealth Asset Management
Iowa
$28.9K
WW
630
Winnow Wealth
Texas
$28.1K
GIM
631
Generali Investments Management
Slovenia
$27.2K
FCT
632
First Community Trust
Iowa
$26.6K
CA
633
Clearstead Advisors
Ohio
$26.1K
WTA
634
Washington Trust Advisors
Massachusetts
$26.1K
BWL
635
Bogart Wealth LLC
Virginia
$25.8K
FHC
636
First Horizon Corporation
Tennessee
$25.2K
DIP
637
DT Investment Partners
Pennsylvania
$22.9K
QC
638
Quent Capital
New York
$22.4K
HFM
639
Hartford Financial Management
Connecticut
$21.5K
CB
640
Community Bank
New York
$21.2K
PMFA
641
Plante Moran Financial Advisors
Michigan
$20.1K
SWM
642
Spire Wealth Management
Virginia
$19.5K
M
643
MOTCO
Texas
$19.2K
SSG
644
Summit Securities Group
New York
$18.6K
MHR
645
Matthew Hamilton Rosenberg
$18.2K
OAJ
646
Ogorek Anthony Joseph
New York
$18K
ST
647
Smithfield Trust
Pennsylvania
$18K
ARMT
648
Amica Retiree Medical Trust
Rhode Island
$18K
UB
649
UMB Bank
Missouri
$16.6K
ABWM
650
Alpine Bank Wealth Management
Colorado
$16.6K