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Factset
FDS

772 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $104M | Put options by funds: $78.9M

3.84% more ownership

Funds ownership: 93.99% → 97.84% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

8% less funds holding

Funds holding: 835 → 772 (-63)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.28B)

35% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 151

Holders
772
Holders Change
-63
Holders Change %
-7.54%
% of All Funds
10.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
98
Increased
274
Reduced
274
Closed
151
Calls
$104M
Puts
$78.9M
Net Calls
+$24.6M
Net Calls Change
+$21.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Two Sigma Investments
Two Sigma Investments
New York
+$99.5M
3
Barclays
Barclays
United Kingdom
+$64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$56.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$51.7M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$158M
2
JP Morgan Chase
JP Morgan Chase
New York
-$107M
3
Morgan Stanley
Morgan Stanley
New York
-$78.6M
4
PA
PFG Advisors
Arizona
-$71.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Strategic Wealth Partners
Ohio
$5.2K – – –
EDRH
702
Edmond de Rothschild Holding
Switzerland
$5.16K – – –
MCM
703
MV Capital Management
Maryland
$4.58K -$9.55K -25 -61%
HI
704
Harbour Investments
Wisconsin
$4.58K +$1.53K +4 +33%
MA
705
Montag & Associates
Georgia
$4.58K +$3.06K +8 +100%
AIM
706
Anchor Investment Management
South Carolina
$4.3K -$4.2K -11 -42%
AF
707
Alerus Financial
North Dakota
$4.3K – – –
CFD
708
Creative Financial Designs
Indiana
$4.01K – – –
FPB
709
First PREMIER Bank
South Dakota
$4K – – –
KFP
710
Keener Financial Planning
Texas
$4K – – –
CB
711
Centennial Bank
Arkansas
$3.72K – – –
LI
712
LRI Investments
Florida
$3.22K – – –
PAI
713
Pittenger & Anderson Inc
Nebraska
$3.15K +$4.2K +11 New
GSWM
714
Golden State Wealth Management
California
$3.15K – – –
TFA
715
Transamerica Financial Advisors
Florida
$3.13K +$3.82K +10 +1,000%
T. Rowe Price Investment Management
716
T. Rowe Price Investment Management
Maryland
$3K +$3.82K +10 New
HDIM
717
Hanson & Doremus Investment Management
Vermont
$3K +$4.58K +12 New
WAS
718
Winch Advisory Services
Wisconsin
$2.96K – – –
CTB
719
Country Trust Bank
Illinois
$2.87K -$764 -2 -17%
AP
720
Aspect Partners
Virginia
$2.87K +$1.53K +4 +67%
CPG
721
Cornerstone Planning Group
New Jersey
$2.69K +$3.44K +9 +900%
GA
722
GoalVest Advisory
New York
$2.58K – – –
PIM
723
Plato Investment Management
Australia
$2.56K +$3.44K +9 New
PPC
724
Park Place Capital
Alabama
$2.29K -$10.7K -28 -78%
FFA
725
Frazier Financial Advisors
Ohio
$2.29K – – –
27 28
29
30 31

FDS Hedge Fund Activity: Q3 2025 in Review

772 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2025, worth a combined $10.6B — down 33% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of FDS and 98 opened new positions — a net loss of 53 holders — while 274 trimmed existing stakes and 274 added.

The largest buyer was Citadel Advisors, adding an estimated $105M. The largest seller was BAMCO Inc, cutting an estimated $158M.

  • 772 institutional investors held Factset (FDS) as of Q3 2025, down from 835 in Q2 2025.
  • Funds reported $10.6B of Factset stock for Q3 2025, down 33% quarter-over-quarter.
  • 98 funds opened new Factset positions in Q3 2025 and 151 closed out, a net change of -53 holders.
  • The largest Factset buyer in Q3 2025 was Citadel Advisors, an estimated $105M added.
  • The largest Factset seller in Q3 2025 was BAMCO Inc, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2025.