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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
CFO
626
CVA Family Office
Colorado
$32.9K
AF
627
Allworth Financial
California
$32.4K
SAM
628
Smartleaf Asset Management
Massachusetts
$31.8K
TC
629
Trust Company
Kansas
$30.9K
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$30.1K
BF
631
BOK Financial
Oklahoma
$29.8K
CTC
632
Central Trust Company
Missouri
$29.5K
OL
633
OneFund LLC
Florida
$29.2K
SIM
634
Sentry Investment Management
Wisconsin
$29K
PWAM
635
Private Wealth Asset Management
Iowa
$28.9K
WW
636
Winnow Wealth
Texas
$28.1K
GIM
637
Generali Investments Management
Slovenia
$27.2K
FCT
638
First Community Trust
Iowa
$26.6K
CA
639
Clearstead Advisors
Ohio
$26.1K
WTA
640
Washington Trust Advisors
Massachusetts
$26.1K
BWL
641
Bogart Wealth LLC
Virginia
$25.8K
FHC
642
First Horizon Corporation
Tennessee
$25.2K
DIP
643
DT Investment Partners
Pennsylvania
$22.9K
QC
644
Quent Capital
New York
$22.4K
HFM
645
Hartford Financial Management
Connecticut
$21.5K
CB
646
Community Bank
New York
$21.2K
PMFA
647
Plante Moran Financial Advisors
Michigan
$20.1K
SWM
648
Spire Wealth Management
Virginia
$19.5K
M
649
MOTCO
Texas
$19.2K
SSG
650
Summit Securities Group
New York
$18.6K