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Factset

823 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
626
State of Wyoming
Wyoming
$178K +$178K +399 New
PP
627
PrairieView Partners
Minnesota
$178K
CW
628
Curio Wealth
Maryland
$175K +$174K +390 +39,000%
ETC
629
Exchange Traded Concepts
Oklahoma
$166K -$3.27M -7,318 -95%
Fidelity International
630
Fidelity International
Bermuda
$165K +$165K +369 New
S
631
SignatureFD
Georgia
$160K +$7.61K +17 +5%
PFBT
632
Parkside Financial Bank & Trust
Missouri
$157K +$133K +298 +573%
LS
633
Livforsakringsbolaget Skandia
Sweden
$151K
HNB
634
Huntington National Bank
Ohio
$143K +$13K +29 +10%
HFS
635
Hantz Financial Services
Michigan
$143K -$79.3K -177 -36%
PA
636
Parallel Advisors
California
$141K +$27.8K +62 +25%
VCM
637
Versant Capital Management
Arizona
$140K -$134K -300 -49%
GC
638
Globeflex Capital
California
$138K
PS
639
Principal Securities
Iowa
$130K -$29.5K -66 -18%
MA
640
MCF Advisors
Kentucky
$118K
CAL
641
Capital Advisors Ltd
Ohio
$118K +$9.83K +22 +9%
CLOS
642
Compagnie Lombard Odier SCmA
Switzerland
$116K
BTI
643
Blue Trust Inc
Georgia
$110K +$18.3K +41 +20%
SS
644
SBI Securities
Japan
$104K +$6.71K +15 +7%
AA
645
Addison Advisors
Vermont
$101K
BBHC
646
Brown Brothers Harriman & Co
New York
$101K +$8.5K +19 +9%
FHA
647
First Horizon Advisors
Tennessee
$95.1K -$448 -1 -0.5%
CI
648
CX Institutional
Indiana
$93K +$34.1K +76 +58%
OP
649
ORG Partners
Indiana
$92.7K +$11.3K +25 +14%
PCM
650
Penserra Capital Management
California
$92K +$10.2K +23 +12%