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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
11.05%
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 %
M
701
MOTCO
Texas
$27K
HWM
702
Hemington Wealth Management
Virginia
$25K +$2.16K +5 +9%
CWM
703
CarsonAllaria Wealth Management
Illinois
$24.6K -$2.69K -6 -10%
ZBNA
704
Zions Bancorporation, National Association
Utah
$23.7K +$895 +2 +4%
TWC
705
TD Waterhouse Canada
Ontario, Canada
$23.4K
UB
706
UMB Bank
Missouri
$23.3K +$4.03K +9 +21%
NL
707
NVWM LLC
Pennsylvania
$22.8K
CBT
708
Crews Bank & Trust
Florida
$22.8K
CT
709
Colonial Trust
South Carolina
$22.8K +$2.68K +6 +13%
BCMLT
710
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K +$2.7K +6 +14%
FUBT
711
First United Bank & Trust
Maryland
$22.4K
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
$22.4K +$13.4K +30 +150%
ABWM
713
Alpine Bank Wealth Management
Colorado
$21.9K
OWA
714
Opal Wealth Advisors
New York
$21K +$21K +47 New
WA
715
Whipplewood Advisors
Colorado
$20.6K -$9.84K -22 -32%
SC
716
SouthState Corp
Florida
$20.6K -$6.26K -14 -23%
CVM
717
Cheviot Value Management
California
$19.5K
WPWM
718
Western Pacific Wealth Management
Illinois
$18.8K
MCM
719
MV Capital Management
Maryland
$18.3K -$447 -1 -2%
CA
720
Centerpoint Advisors
Massachusetts
$18K +$1.76K +4 +11%
CIAM
721
Caitong International Asset Management
Hong Kong
$17.4K -$21K -47 -55%
TPCW
722
TD Private Client Wealth
New York
$17K -$447 -1 -3%
PPC
723
Park Place Capital
Alabama
$16.2K
ME
724
McIlrath & Eck
Washington
$14.8K
AEPWM
725
Atlantic Edge Private Wealth Management
Florida
$14.3K