757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less capital invested

Capital invested by funds: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$104M
Puts
$78.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
726
Armstrong Advisory Group
Massachusetts
$1.72K
RS
727
Rakuten Securities
Japan
$1.72K
PWA
728
Physician Wealth Advisors
Utah
$1.43K
DWM
729
Dogwood Wealth Management
Kansas
$1.43K
RIL
730
Rothschild Investment LLC
Illinois
$1.43K
TCM
731
Triumph Capital Management
Colorado
$1.43K
GFL
732
Granite FO LLC
New Hampshire
$1.15K
BI
733
Binnacle Investments
Iowa
$1.15K
HFS
734
Hughes Financial Services
Virginia
$1.06K
VNA
735
Valley National Advisers
Pennsylvania
$1K
BIA
736
Bell Investment Advisors
California
$860
WWM
737
Wolff Wiese Magana
California
$860
HWP
738
Highline Wealth Partners
California
$859
SIS
739
Sound Income Strategies
Florida
$575
FFO
740
Fortitude Family Office
Arizona
$573
RA
741
Rise Advisors
New York
$573
BFS
742
Bare Financial Services
Pennsylvania
$573
WANY
743
Wealthspire Advisors (New York)
New York
$573
Q1WB
744
Quest 10 Wealth Builders
Virginia
$573
SFCL
745
Strengthening Families & Communities LLC
Massachusetts
$572
TFM
746
TFC Financial Management
Massachusetts
$287
AA
747
Ancora Advisors
Ohio
$286
BHWM
748
Bay Harbor Wealth Management
Maryland
$286
GWSG
749
GPS Wealth Strategies Group
Colorado
$286
WA
750
WestEnd Advisors
North Carolina
$286