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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$527M
5
Invesco
5
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
726
Smithfield Trust
Pennsylvania
$29K – – –
CSP
727
Cary Street Partners
Virginia
$28.8K +$28.8K +60 New
LFA
728
LGT Financial Advisors
Texas
$27.4K – – –
RTC
729
Riverview Trust Company
Washington
$25.9K – – –
CCA
730
Criterion Capital Advisors
Tennessee
$25.7K – – –
NL
731
NVWM LLC
Pennsylvania
$25.5K +$961 +2 +4%
TWC
732
TD Waterhouse Canada
Ontario, Canada
$25K – – –
CBT
733
Crews Bank & Trust
Florida
$24.5K +$24.5K +51 New
FUBT
734
First United Bank & Trust
Maryland
$24K – – –
WA
735
Whipplewood Advisors
Colorado
$23.5K +$23.5K +49 New
CJ
736
Caitlin John
Michigan
$23.1K +$480 +1 +2%
PFBT
737
Parkside Financial Bank & Trust
Missouri
$21.6K +$5.28K +11 +32%
BCMLT
738
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.2K +$963 +2 +5%
MCM
739
MV Capital Management
Maryland
$21.1K – – –
GA
740
GoalVest Advisory
New York
$21.1K – – –
AssetMark Inc
741
AssetMark Inc
California
$21.1K +$10.1K +21 +91%
HWM
742
Hemington Wealth Management
Virginia
$21K +$2.86K +6 +16%
KI
743
Kapitalo Investimentos
Brazil
$20.7K +$20.7K +43 New
WPWM
744
Western Pacific Wealth Management
Illinois
$20.2K – – –
CT
745
Colonial Trust
South Carolina
$18.3K – – –
CA
746
Centerpoint Advisors
Massachusetts
$18K – – –
WWP
747
WR Wealth Planners
Missouri
$17.8K – – –
UB
748
UMB Bank
Missouri
$17.8K +$8.65K +18 +95%
GWM
749
Geneos Wealth Management
Colorado
$16.3K +$480 +1 +3%
OPTFSNA
750
Old Point Trust & Financial Services N A
Virginia
$15.8K – – –
28 29
30
31 32