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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, 268 increasing their positions, 272 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 (-$5.28B)

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
MHR
651
Matthew Hamilton Rosenberg
$18.2K
OAJ
652
Ogorek Anthony Joseph
New York
$18K
ST
653
Smithfield Trust
Pennsylvania
$18K
ARMT
654
Amica Retiree Medical Trust
Rhode Island
$18K
UB
655
UMB Bank
Missouri
$16.6K
ABWM
656
Alpine Bank Wealth Management
Colorado
$16.6K
CFB
657
Cullen/Frost Bankers
Texas
$15.2K
CA
658
Centerpoint Advisors
Massachusetts
$15K
WA
659
WPG Advisers
Maryland
$14.9K
CVM
660
Cheviot Value Management
California
$14.7K
FUBT
661
First United Bank & Trust
Maryland
$14.3K
TWC
662
TD Waterhouse Canada
Ontario, Canada
$13.5K
CT
663
Colonial Trust
South Carolina
$13.5K
SL
664
Salomon & Ludwin
Virginia
$13K
SC
665
SouthState Corp
Florida
$12.9K
WPWM
666
Western Pacific Wealth Management
Illinois
$12K
GKIM
667
GW&K Investment Management
Massachusetts
$12K
TPCW
668
TD Private Client Wealth
New York
$11.5K
CJ
669
Caitlin John
Michigan
$11.2K
RBI
670
Raiffeisen Bank International
Austria
$10.2K
CBT
671
Crews Bank & Trust
Florida
$10K
ME
672
McIlrath & Eck
Washington
$9.45K
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$9.17K
HWM
674
Hemington Wealth Management
Virginia
$9K
FNWA
675
Financial Network Wealth Advisors
Utah
$8.89K