FDS icon

Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$527M
5
Invesco
5
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
701
GeoWealth Management
Illinois
$50K -$1.44K -3 -3%
CWM
702
Compass Wealth Management
Connecticut
$49.5K – – –
Lazard Asset Management
703
Lazard Asset Management
New York
$49K -$1.43K -3 -3%
FCT
704
First Community Trust
Iowa
$48K – – –
WW
705
Winnow Wealth
Texas
$47K +$47K +99 New
PFP
706
Pinnacle Financial Partners
Tennessee
$46K – – –
AA
707
Ancora Advisors
Ohio
$45.6K – – –
WTA
708
Washington Trust Advisors
Massachusetts
$43.7K – – –
WA
709
WPG Advisers
Maryland
$43.7K +$43.7K +91 New
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$43.2K +$1.44K +3 +3%
BWL
711
Bogart Wealth LLC
Virginia
$38.9K – – –
DIP
712
DT Investment Partners
Pennsylvania
$38.4K -$19.2K -40 -33%
BIG
713
Brooklyn Investment Group
New York
$38.4K +$1.92K +4 +5%
EBA
714
Eagle Bay Advisors
New York
$38.4K – – –
QC
715
Quent Capital
New York
$36.9K +$479 +1 +1%
BTI
716
Blue Trust Inc
Georgia
$36.5K -$73K -152 -67%
HFM
717
Hartford Financial Management
Connecticut
$36K – – –
SIC
718
SJS Investment Consulting
Ohio
$34.1K -$9.13K -19 -21%
PMFA
719
Plante Moran Financial Advisors
Michigan
$33.6K – – –
M
720
MOTCO
Texas
$32.2K – – –
OAJ
721
Ogorek Anthony Joseph
New York
$31K – – –
MHR
722
Matthew Hamilton Rosenberg
$30.6K – – –
CA
723
Clearstead Advisors
Ohio
$29.9K -$5.31K -11 -15%
VHAM
724
Van Hulzen Asset Management
California
$29.8K +$29.8K +62 New
CWM
725
CarsonAllaria Wealth Management
Illinois
$29.3K – – –
27 28
29
30 31