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
AEPWM
676
Atlantic Edge Private Wealth Management
Florida
$9.17K
HWM
677
Hemington Wealth Management
Virginia
$9K
FNWA
678
Financial Network Wealth Advisors
Utah
$8.89K
KFI
679
Key Financial Inc
Pennsylvania
$8.6K
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.6K
CMBA
681
C.M. Bidwell & Associates
Hawaii
$8.31K
RFP
682
Root Financial Partners
California
$8.31K
PSB
683
Piscataqua Savings Bank
New Hampshire
$8.31K
WBC
684
West Branch Capital
Massachusetts
$8.02K
STB
685
S&T Bank
Pennsylvania
$7.74K
GWM
686
Geneos Wealth Management
Colorado
$7.45K
TCM
687
TD Capital Management
Tennessee
$7.16K
CI
688
CX Institutional
Indiana
$7K
DWM
689
Darwin Wealth Management
Florida
$6.96K
TPBG
690
Turning Point Benefit Group
Maryland
$6.88K
MSWA
691
Marshall & Sterling Wealth Advisors
New York
$6.88K
ADL
692
Asset Dedication LLC
California
$6.88K
BBHC
693
Brown Brothers Harriman & Co
New York
$6.3K
TIM
694
Tortoise Investment Management
New York
$6.3K
AIC
695
Archer Investment Corporation
Indiana
$6.04K
HFS
696
Horizon Financial Services
North Carolina
$6.02K
SWP
697
Strategic Wealth Partners
Ohio
$5.2K
EDRH
698
Edmond de Rothschild Holding
Switzerland
$5.16K
MCM
699
MV Capital Management
Maryland
$4.58K
HI
700
Harbour Investments
Wisconsin
$4.58K