757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 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: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
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
STB
676
S&T Bank
Pennsylvania
$7.74K
GWM
677
Geneos Wealth Management
Colorado
$7.45K
TCM
678
TD Capital Management
Tennessee
$7.16K
CI
679
CX Institutional
Indiana
$7K
DWM
680
Darwin Wealth Management
Florida
$6.96K
TPBG
681
Turning Point Benefit Group
Maryland
$6.88K
MSWA
682
Marshall & Sterling Wealth Advisors
New York
$6.88K
ADL
683
Asset Dedication LLC
California
$6.88K
BBHC
684
Brown Brothers Harriman & Co
New York
$6.3K
TIM
685
Tortoise Investment Management
New York
$6.3K
AIC
686
Archer Investment Corporation
Indiana
$6.04K
HFS
687
Horizon Financial Services
North Carolina
$6.02K
SWP
688
Strategic Wealth Partners
Ohio
$5.2K
EDRH
689
Edmond de Rothschild Holding
Switzerland
$5.16K
HI
690
Harbour Investments
Wisconsin
$4.58K
MA
691
Montag & Associates
Georgia
$4.58K
AIM
692
Anchor Investment Management
South Carolina
$4.3K
AF
693
Alerus Financial
North Dakota
$4.3K
CFD
694
Creative Financial Designs
Indiana
$4.01K
FPB
695
First PREMIER Bank
South Dakota
$4K
KFP
696
Keener Financial Planning
Texas
$4K
CB
697
Centennial Bank
Arkansas
$3.72K
LI
698
LRI Investments
Florida
$3.22K
PAI
699
Pittenger & Anderson Inc
Nebraska
$3.15K
GSWM
700
Golden State Wealth Management
California
$3.15K