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 %
RTC
701
Riverview Trust Company
Washington
$24.6K 54
AssetMark Inc
702
AssetMark Inc
California
$24.6K 54 +10 +23%
HWM
703
Hemington Wealth Management
Virginia
$24K 53 +9 +20%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$23.7K 52
PFBT
705
Parkside Financial Bank & Trust
Missouri
$23.6K 52 +7 +16%
NL
706
NVWM LLC
Pennsylvania
$23.2K 51 -2 -4%
CBT
707
Crews Bank & Trust
Florida
$23.2K 51
ZBNA
708
Zions Bancorporation, National Association
Utah
$23.2K 51 +51 New
FUBT
709
First United Bank & Trust
Maryland
$22.7K 50
WA
710
Whipplewood Advisors
Colorado
$22.3K 68 +19 +39%
ABWM
711
Alpine Bank Wealth Management
Colorado
$22.3K 49 +49 New
CVM
712
Cheviot Value Management
California
$22.1K 51 +51 New
SIS
713
Sound Income Strategies
Florida
$20.6K 45 +31 +221%
CT
714
Colonial Trust
South Carolina
$20.5K 45 +7 +18%
BCMLT
715
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.1K 44
UB
716
UMB Bank
Missouri
$19.6K 43 +6 +16%
MCM
717
MV Capital Management
Maryland
$19.1K 42 -2 -5%
WPWM
718
Western Pacific Wealth Management
Illinois
$19.1K 42
TPCW
719
TD Private Client Wealth
New York
$17.7K 39 +6 +18%
CA
720
Centerpoint Advisors
Massachusetts
$17K 37
PPC
721
Park Place Capital
Alabama
$16.4K 36 -138 -79%
MTIC
722
Missouri Trust & Investment Company
Missouri
$15.5K 34 +34 New
ME
723
McIlrath & Eck
Washington
$15K 33
OPTFSNA
724
Old Point Trust & Financial Services N A
Virginia
$15K 33
AEPWM
725
Atlantic Edge Private Wealth Management
Florida
$14.5K 32