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Factset
FDS

Overview Fund Activity

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

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
51
Nomura Asset Management
Japan
$41.8M 91,861 +80,370 +699%
HighTower Advisors
52
HighTower Advisors
Illinois
$40.5M 89,018 -4,841 -5%
Universal-Beteiligungs- und Servicegesellschaft
53
Universal-Beteiligungs- und Servicegesellschaft
Germany
$38.7M 85,016 +3,223 +4%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$38.3M 84,334 +1,953 +2%
LPL Financial
55
LPL Financial
California
$38M 83,515 +7,529 +10%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$37.9M 83,310 +4,364 +6%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$36.2M 79,596 -1,768 -2%
SEI Investments
58
SEI Investments
Pennsylvania
$35.9M 78,877 +7,362 +10%
DP
59
Dundas Partners
United Kingdom
$33.9M 74,556 – –
Citigroup
60
Citigroup
New York
$33.1M 72,773 +34,129 +88%
AS
61
Aware Super
Australia
$30.3M 66,576 – –
EARNEST Partners
62
EARNEST Partners
Georgia
$29.5M 64,915 -650 -1%
CCM
63
Copeland Capital Management
Pennsylvania
$29.4M 64,749 -1,305 -2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$27.5M 60,571 -793 -1%
NONA
65
Ninety One North America
New York
$27M 59,342 -4,701 -7%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$25.2M 55,398 +102 +0.2%
SCM
67
Sone Capital Management
New York
$24M 52,852 +52,852 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$23.5M 51,674 +14,514 +39%
Massachusetts Financial Services
69
Massachusetts Financial Services
Massachusetts
$23M 50,653 -339,243 -87%
Principal Financial Group
70
Principal Financial Group
Iowa
$22.7M 49,837 -329 -0.7%
SC
71
Saybrook Capital
North Carolina
$21.1M 46,467 -2,295 -5%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$19.3M 42,469 +11,197 +36%
Stifel Financial
73
Stifel Financial
Missouri
$19.2M 42,207 -2,539 -6%
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.4M 43,254 -932 -2%
AllianceBernstein
75
AllianceBernstein
Tennessee
$17.7M 38,972 -1,771 -4%
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