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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
KFI
676
Key Financial Inc
Pennsylvania
$8.6K
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.6K
CMBA
678
C.M. Bidwell & Associates
Hawaii
$8.31K
RFP
679
Root Financial Partners
California
$8.31K
PSB
680
Piscataqua Savings Bank
New Hampshire
$8.31K
WBC
681
West Branch Capital
Massachusetts
$8.02K
STB
682
S&T Bank
Pennsylvania
$7.74K
GWM
683
Geneos Wealth Management
Colorado
$7.45K
TCM
684
TD Capital Management
Tennessee
$7.16K
CI
685
CX Institutional
Indiana
$7K
DWM
686
Darwin Wealth Management
Florida
$6.96K
TPBG
687
Turning Point Benefit Group
Maryland
$6.88K
ADL
688
Asset Dedication LLC
California
$6.88K
MSWA
689
Marshall & Sterling Wealth Advisors
New York
$6.88K
BBHC
690
Brown Brothers Harriman & Co
New York
$6.3K
TIM
691
Tortoise Investment Management
New York
$6.3K
AIC
692
Archer Investment Corporation
Indiana
$6.04K
HFS
693
Horizon Financial Services
North Carolina
$6.02K
SWP
694
Strategic Wealth Partners
Ohio
$5.2K
EDRH
695
Edmond de Rothschild Holding
Switzerland
$5.16K
HI
696
Harbour Investments
Wisconsin
$4.58K
MA
697
Montag & Associates
Georgia
$4.58K
AIM
698
Anchor Investment Management
South Carolina
$4.3K
AF
699
Alerus Financial
North Dakota
$4.3K
CFD
700
Creative Financial Designs
Indiana
$4.01K