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Factset

820 hedge funds and large institutions have $16.5B invested in Factset in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
820
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
11.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
95
Increased
277
Reduced
296
Closed
65
Calls
$81M
Puts
$40.5M
Net Calls
+$40.6M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
726
WR Wealth Planners
Missouri
$17K +$3.68K +8 +28%
CA
727
Centerpoint Advisors
Massachusetts
$17K
HWM
728
Hemington Wealth Management
Virginia
$17K +$17K +38 New
FNWA
729
Financial Network Wealth Advisors
Utah
$16.1K
PFBT
730
Parkside Financial Bank & Trust
Missouri
$15.6K -$5.06K -11 -24%
OA
731
Operose Advisors
Wisconsin
$15.6K
TCOV
732
Trust Company of Vermont
Vermont
$15.6K +$15.6K +34 New
ME
733
McIlrath & Eck
Washington
$15.2K
OPTFSNA
734
Old Point Trust & Financial Services N A
Virginia
$15.2K
GWM
735
Geneos Wealth Management
Colorado
$15.2K +$11K +24 +267%
AEPWM
736
Atlantic Edge Private Wealth Management
Florida
$14.7K +$14.7K +32 New
TPCW
737
TD Private Client Wealth
New York
$14.7K -$4.6K -10 -24%
KFI
738
Key Financial Inc
Pennsylvania
$13.8K
CMBA
739
C.M. Bidwell & Associates
Hawaii
$13.3K
PSB
740
Piscataqua Savings Bank
New Hampshire
$13.3K
WBC
741
West Branch Capital
Massachusetts
$12.9K
GIA
742
GHP Investment Advisors
Colorado
$12.9K +$12.9K +28 New
SC
743
Stephens Consulting
Michigan
$12.4K -$2.76K -6 -18%
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.4K
AIM
745
Anchor Investment Management
South Carolina
$12K
DWM
746
Darwin Wealth Management
Florida
$11.1K +$11.1K +24 New
GKIM
747
GW&K Investment Management
Massachusetts
$11K +$3.08K +7 +39%
AssetMark Inc
748
AssetMark Inc
California
$10.6K -$5.52K -12 -34%
BL
749
BFSG LLC
California
$10.6K
CFB
750
Cullen/Frost Bankers
Texas
$10.1K -$1.22M -2,659 -99%