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Factset

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
726
MTM Investment Management
South Carolina
$14.3K +$14.3K +32 New
WTFG
727
Wood Tarver Financial Group
Idaho
$14K
KFI
728
Key Financial Inc
Pennsylvania
$13.4K
CMBA
729
C.M. Bidwell & Associates
Hawaii
$13K
PSB
730
Piscataqua Savings Bank
New Hampshire
$13K
WBC
731
West Branch Capital
Massachusetts
$12.5K
STB
732
S&T Bank
Pennsylvania
$12.1K
MYIA
733
Mount Yale Investment Advisors
Colorado
$12.1K +$12.1K +27 New
GKIM
734
GW&K Investment Management
Massachusetts
$12K +$889 +2 +8%
AIM
735
Anchor Investment Management
South Carolina
$11.6K
DWM
736
Dogwood Wealth Management
Kansas
$11.6K +$11.6K +26 New
TCM
737
TD Capital Management
Tennessee
$11.2K
TIM
738
Tortoise Investment Management
New York
$11.2K +$1.34K +3 +14%
DWM
739
Darwin Wealth Management
Florida
$10.8K
ADL
740
Asset Dedication LLC
California
$10.7K
MSWA
741
Marshall & Sterling Wealth Advisors
New York
$10.7K
BC
742
Bayforest Capital
United Kingdom
$9.84K +$9.84K +22 New
AIC
743
Archer Investment Corporation
Indiana
$9.42K
FNWA
744
Financial Network Wealth Advisors
Utah
$9.4K +$1.34K +3 +17%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.95K +$8.95K +20 New
AG
746
AmeriFlex Group
Nevada
$8.3K
SIS
747
Sound Income Strategies
Florida
$8.16K -$12.2K -27 -60%
SWP
748
Strategic Wealth Partners
Ohio
$8.12K +$8.12K +18 New
EDRH
749
Edmond de Rothschild Holding
Switzerland
$8.05K
FPB
750
First PREMIER Bank
South Dakota
$7K