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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 %
PTC
651
Private Trust Company
Ohio
$87.2K -$42.5K -95 -33%
Swedbank
652
Swedbank
Sweden
$82.7K
JWA
653
JFS Wealth Advisors
Pennsylvania
$81.9K -$84.5K -189 -51%
AWM
654
Atticus Wealth Management
Florida
$80.5K
CYG
655
Clean Yield Group
Vermont
$79.2K
AAP
656
Arax Advisory Partners
Colorado
$77.8K +$68.9K +154 +770%
CT
657
Coastline Trust
Rhode Island
$76K
Federated Hermes
658
Federated Hermes
Pennsylvania
$73.8K -$895 -2 -1%
BIG
659
Brooklyn Investment Group
New York
$72.9K +$22.8K +51 +46%
AUB
660
Atlantic Union Bankshares
Virginia
$72.5K +$72.5K +162 New
BGAI
661
Bruce G. Allen Investments
Colorado
$68K -$447 -1 -0.7%
HNB
662
Hilltop National Bank
Wyoming
$67.1K +$67.1K +150 New
RF
663
Rossby Financial
Florida
$65.3K
LAM
664
Lummis Asset Management
Texas
$62.6K
EWA
665
EverSource Wealth Advisors
Alabama
$61.8K +$22.8K +51 +59%
OWP
666
ORG Wealth Partners
Texas
$59K -$450 -1 -0.8%
AF
667
Allworth Financial
California
$58.6K -$5.82K -13 -9%
GM
668
GeoWealth Management
Illinois
$58.1K +$58.1K +130 New
CFO
669
CVA Family Office
Colorado
$54.1K +$6.71K +15 +14%
HIIFS
670
Harel Insurance Investments & Financial Services
Israel
$54K
GWM
671
Geneos Wealth Management
Colorado
$52.3K +$447 +1 +0.9%
KWM
672
Kiker Wealth Management
Georgia
$50.1K
MSE
673
MUFG Securities EMEA
United Kingdom
$50.1K +$50.1K +112 New
SAM
674
Smartleaf Asset Management
Massachusetts
$49.6K -$19.5K -44 -28%
SIM
675
Sentry Investment Management
Wisconsin
$49K