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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 %
TC
676
Trust Company
Kansas
$48.3K
AssetMark Inc
677
AssetMark Inc
California
$47K +$22.8K +51 +94%
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$46.5K -$6.26K -14 -12%
CTC
679
Central Trust Company
Missouri
$46.1K -$4.47K -10 -9%
Lazard Asset Management
680
Lazard Asset Management
New York
$46K
OL
681
OneFund LLC
Florida
$45K +$45K +101 New
BOJHT
682
Bank of Jackson Hole Trust
Wyoming
$43.4K +$895 +2 +2%
AA
683
Ancora Advisors
Ohio
$42.5K
GIM
684
Generali Investments Management
Slovenia
$42.4K +$42.4K +95 New
PD
685
Point72 (DIFC)
United Arab Emirates
$41.7K +$41.7K +93 New
FCT
686
First Community Trust
Iowa
$41.6K
CA
687
Clearstead Advisors
Ohio
$40.7K +$13.4K +30 +49%
WTA
688
Washington Trust Advisors
Massachusetts
$40.7K
BWL
689
Bogart Wealth LLC
Virginia
$40.3K +$4.03K +9 +11%
CFB
690
Cullen/Frost Bankers
Texas
$39.4K +$38.5K +86 +4,300%
DIP
691
DT Investment Partners
Pennsylvania
$35.8K
WA
692
WPG Advisers
Maryland
$35.8K -$4.92K -11 -12%
PWAM
693
Private Wealth Asset Management
Iowa
$35.4K -$110K -245 -76%
HFM
694
Hartford Financial Management
Connecticut
$33.5K
C
695
Covestor
United Kingdom
$32K -$18.4K -42 -37%
PMFA
696
Plante Moran Financial Advisors
Michigan
$31.3K
SWM
697
Spire Wealth Management
Virginia
$29.5K -$355K -793 -92%
OAJ
698
Ogorek Anthony Joseph
New York
$29K
MHR
699
Matthew Hamilton Rosenberg
$28.5K
ST
700
Smithfield Trust
Pennsylvania
$27K