767 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, 271 increasing their positions, 273 reducing their positions, and 151 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)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
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
SWM
651
Spire Wealth Management
Virginia
$19.5K
M
652
MOTCO
Texas
$19.2K
SSG
653
Summit Securities Group
New York
$18.6K
MHR
654
Matthew Hamilton Rosenberg
$18.2K
OAJ
655
Ogorek Anthony Joseph
New York
$18K
ST
656
Smithfield Trust
Pennsylvania
$18K
ARMT
657
Amica Retiree Medical Trust
Rhode Island
$18K
UB
658
UMB Bank
Missouri
$16.6K
ABWM
659
Alpine Bank Wealth Management
Colorado
$16.6K
CFB
660
Cullen/Frost Bankers
Texas
$15.2K
CA
661
Centerpoint Advisors
Massachusetts
$15K
WA
662
WPG Advisers
Maryland
$14.9K
CVM
663
Cheviot Value Management
California
$14.7K
FUBT
664
First United Bank & Trust
Maryland
$14.3K
TWC
665
TD Waterhouse Canada
Ontario, Canada
$13.5K
CT
666
Colonial Trust
South Carolina
$13.5K
SL
667
Salomon & Ludwin
Virginia
$13K
SC
668
SouthState Corp
Florida
$12.9K
WPWM
669
Western Pacific Wealth Management
Illinois
$12K
GKIM
670
GW&K Investment Management
Massachusetts
$12K
TPCW
671
TD Private Client Wealth
New York
$11.5K
CJ
672
Caitlin John
Michigan
$11.2K
RBI
673
Raiffeisen Bank International
Austria
$10.2K
CBT
674
Crews Bank & Trust
Florida
$10K
ME
675
McIlrath & Eck
Washington
$9.45K