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
CFB
651
Cullen/Frost Bankers
Texas
$15.2K
CA
652
Centerpoint Advisors
Massachusetts
$15K
WA
653
WPG Advisers
Maryland
$14.9K
CVM
654
Cheviot Value Management
California
$14.7K
FUBT
655
First United Bank & Trust
Maryland
$14.3K
TWC
656
TD Waterhouse Canada
Ontario, Canada
$13.5K
CT
657
Colonial Trust
South Carolina
$13.5K
SL
658
Salomon & Ludwin
Virginia
$13K
SC
659
SouthState Corp
Florida
$12.9K
WPWM
660
Western Pacific Wealth Management
Illinois
$12K
GKIM
661
GW&K Investment Management
Massachusetts
$12K
TPCW
662
TD Private Client Wealth
New York
$11.5K
CJ
663
Caitlin John
Michigan
$11.2K
RBI
664
Raiffeisen Bank International
Austria
$10.2K
CBT
665
Crews Bank & Trust
Florida
$10K
ME
666
McIlrath & Eck
Washington
$9.45K
AEPWM
667
Atlantic Edge Private Wealth Management
Florida
$9.17K
HWM
668
Hemington Wealth Management
Virginia
$9K
FNWA
669
Financial Network Wealth Advisors
Utah
$8.89K
KFI
670
Key Financial Inc
Pennsylvania
$8.6K
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.6K
CMBA
672
C.M. Bidwell & Associates
Hawaii
$8.31K
RFP
673
Root Financial Partners
California
$8.31K
PSB
674
Piscataqua Savings Bank
New Hampshire
$8.31K
WBC
675
West Branch Capital
Massachusetts
$8.02K