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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.

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 Market Value Shares Shares
Change
Shares
Change %
Lazard Asset Management
676
Lazard Asset Management
New York
$46K 103
SIM
677
Sentry Investment Management
Wisconsin
$45K 111 -33 -23%
Simplex Trading
678
Simplex Trading
Illinois
$45K 99 +99 New
WW
679
Winnow Wealth
Texas
$44.6K 99
BOJHT
680
Bank of Jackson Hole Trust
Wyoming
$43.9K 95 +62 +188%
ANBT
681
American National Bank & Trust
Texas
$43.6K 96 +96 New
AA
682
Ancora Advisors
Ohio
$43.2K 95
FCT
683
First Community Trust
Iowa
$42.3K 93 -7 -7%
WTA
684
Washington Trust Advisors
Massachusetts
$41.4K 91
WA
685
WPG Advisers
Maryland
$41.4K 91
EWA
686
EverSource Wealth Advisors
Alabama
$39.6K 87 -175 -67%
CIAM
687
Caitong International Asset Management
Hong Kong
$39.1K 86 +84 +4,200%
BWL
688
Bogart Wealth LLC
Virginia
$36.8K 81
DIP
689
DT Investment Partners
Pennsylvania
$36.4K 80
HFM
690
Hartford Financial Management
Connecticut
$34.1K 75
QC
691
Quent Capital
New York
$34.1K 75 -2 -3%
SIC
692
SJS Investment Consulting
Ohio
$31.8K 70 -1 -1%
PMFA
693
Plante Moran Financial Advisors
Michigan
$31.8K 70
M
694
MOTCO
Texas
$30.5K 67
OAJ
695
Ogorek Anthony Joseph
New York
$29K 65
ST
696
Smithfield Trust
Pennsylvania
$29K 62
MHR
697
Matthew Hamilton Rosenberg
$28.9K 64
CWM
698
CarsonAllaria Wealth Management
Illinois
$27.8K 61 +1 +2%
CA
699
Clearstead Advisors
Ohio
$27.7K 61 -1 -2%
SC
700
SouthState Corp
Florida
$27.3K 60 +56 +1,400%