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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
IA
651
IFP Advisors
Florida
$77.3K +$2.94K +6 +4%
CT
652
Coastline Trust
Rhode Island
$77.3K
Federated Hermes
653
Federated Hermes
Pennsylvania
$75.9K +$75.9K +167 New
WT
654
Washington Trust
Rhode Island
$75K
CA
655
Continuum Advisory
Idaho
$73.7K +$1.36K +3 +2%
SAM
656
Smartleaf Asset Management
Massachusetts
$70.1K -$22K -49 -24%
BGAI
657
Bruce G. Allen Investments
Colorado
$69.6K -$1.82K -4 -3%
LC
658
Lindbrook Capital
California
$65.9K +$52.7K +116 +400%
SSB
659
Sandy Spring Bank
Maryland
$64.1K +$2.27K +5 +4%
LAM
660
Lummis Asset Management
Texas
$63.7K
National Pension Service
661
National Pension Service
South Korea
$62.3K -$27.3M -60,041 -100%
RF
662
Rossby Financial
Florida
$62K +$62K +146 New
AF
663
Allworth Financial
California
$61.7K +$3K +7 +5%
OWP
664
ORG Wealth Partners
Texas
$60.3K +$60.3K +132 New
CI
665
CX Institutional
Indiana
$60K +$60K +131 New
HIIFS
666
Harel Insurance Investments & Financial Services
Israel
$55K
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$53.6K +$12.7K +28 +31%
C
668
Covestor
United Kingdom
$53K
CTC
669
Central Trust Company
Missouri
$51.4K
BIG
670
Brooklyn Investment Group
New York
$50.9K +$14.5K +32 +40%
KWM
671
Kiker Wealth Management
Georgia
$50.9K +$50.9K +112 New
TC
672
Trust Company
Kansas
$49.1K
CFO
673
CVA Family Office
Colorado
$48.2K -$455 -1 -0.9%
PFP
674
Pinnacle Financial Partners
Tennessee
$48K
CWM
675
Compass Wealth Management
Connecticut
$46.8K