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Factset

827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$29.5K
OAJ
702
Ogorek Anthony Joseph
New York
$29K
MHR
703
Matthew Hamilton Rosenberg
$28.5K
ST
704
Smithfield Trust
Pennsylvania
$27K
M
705
MOTCO
Texas
$27K
HWM
706
Hemington Wealth Management
Virginia
$25K
CWM
707
CarsonAllaria Wealth Management
Illinois
$24.6K
ZBNA
708
Zions Bancorporation, National Association
Utah
$23.7K
TWC
709
TD Waterhouse Canada
Ontario, Canada
$23.4K
UB
710
UMB Bank
Missouri
$23.3K
NL
711
NVWM LLC
Pennsylvania
$22.8K
CBT
712
Crews Bank & Trust
Florida
$22.8K
CT
713
Colonial Trust
South Carolina
$22.8K
BCMLT
714
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.5K
FUBT
715
First United Bank & Trust
Maryland
$22.4K
AGWCA
716
Annis Gardner Whiting Capital Advisors
Florida
$22.4K
ABWM
717
Alpine Bank Wealth Management
Colorado
$21.9K
OWA
718
Opal Wealth Advisors
New York
$21K
WA
719
Whipplewood Advisors
Colorado
$20.6K
SC
720
SouthState Corp
Florida
$20.6K
CVM
721
Cheviot Value Management
California
$19.5K
WPWM
722
Western Pacific Wealth Management
Illinois
$18.8K
MCM
723
MV Capital Management
Maryland
$18.3K
CA
724
Centerpoint Advisors
Massachusetts
$18K
CIAM
725
Caitong International Asset Management
Hong Kong
$17.4K