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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.

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 Market Value Shares Shares
Change
Shares
Change %
IWA
626
Icon Wealth Advisors
Texas
$186K 410 +29 +8%
PP
627
PrairieView Partners
Minnesota
$181K 400
PS
628
Principal Securities
Iowa
$171K 357
JWA
629
JFS Wealth Advisors
Pennsylvania
$169K 372 +3 +0.8%
S
630
SignatureFD
Georgia
$155K 340 +42 +14%
LS
631
Livforsakringsbolaget Skandia
Sweden
$153K 337
PWAM
632
Private Wealth Asset Management
Iowa
$147K 324 +324 New
GC
633
Globeflex Capital
California
$140K 309 +309 New
HNB
634
Huntington National Bank
Ohio
$132K 291 -443 -60%
PTC
635
Private Trust Company
Ohio
$132K 290 -1 -0.3%
MA
636
MCF Advisors
Kentucky
$120K 264
CLOS
637
Compagnie Lombard Odier SCmA
Switzerland
$118K 260
PA
638
Parallel Advisors
California
$115K 253 -19 -7%
CAL
639
Capital Advisors Ltd
Ohio
$110K 242
MG
640
Mather Group
Illinois
$109K 241 -15 -6%
AA
641
Addison Advisors
Vermont
$102K 225
SS
642
SBI Securities
Japan
$98.7K 217 +4 +2%
FHA
643
First Horizon Advisors
Tennessee
$97.1K 213 -36 -14%
GWM
644
Geneos Wealth Management
Colorado
$94.6K 116 +82 +241%
BBHC
645
Brown Brothers Harriman & Co
New York
$93.7K 206 +22 +12%
BTI
646
Blue Trust Inc
Georgia
$92.7K 204 +128 +168%
Swedbank
647
Swedbank
Sweden
$84.1K 185
PCM
648
Penserra Capital Management
California
$83K 185 -89 -32%
AWM
649
Atticus Wealth Management
Florida
$81.8K 180
CYG
650
Clean Yield Group
Vermont
$80.5K 177 +27 +18%