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
Name Market Value Shares Shares
Change
Shares
Change %
WTFG
726
Wood Tarver Financial Group
Idaho
$14.5K 32
KFI
727
Key Financial Inc
Pennsylvania
$13.6K 30
CMBA
728
C.M. Bidwell & Associates
Hawaii
$13.2K 29
PSB
729
Piscataqua Savings Bank
New Hampshire
$13.2K 29
WBC
730
West Branch Capital
Massachusetts
$12.7K 28
GA
731
GoalVest Advisory
New York
$12.3K 27 -17 -39%
STB
732
S&T Bank
Pennsylvania
$12.3K 27
AIM
733
Anchor Investment Management
South Carolina
$11.8K 26
DWM
734
Darwin Wealth Management
Florida
$11.6K 24
TCM
735
TD Capital Management
Tennessee
$11.4K 25 +25 New
GKIM
736
GW&K Investment Management
Massachusetts
$11K 25
ADL
737
Asset Dedication LLC
California
$10.9K 24 +18 +300%
MSWA
738
Marshall & Sterling Wealth Advisors
New York
$10.9K 24 +24 New
BL
739
BFSG LLC
California
$10.5K 23
CFD
740
Creative Financial Designs
Indiana
$10.5K 23 +6 +35%
TIM
741
Tortoise Investment Management
New York
$10K 22
AIC
742
Archer Investment Corporation
Indiana
$9.57K 21
AAP
743
Arax Advisory Partners
Colorado
$9.09K 20 -182 -90%
AGWCA
744
Annis Gardner Whiting Capital Advisors
Florida
$9.09K 20
AG
745
AmeriFlex Group
Nevada
$8.64K 19 +19 New
FNWA
746
Financial Network Wealth Advisors
Utah
$8.19K 18 +6 +50%
EDRH
747
Edmond de Rothschild Holding
Switzerland
$8.18K 18
KFP
748
Keener Financial Planning
Texas
$7K 17
FPB
749
First PREMIER Bank
South Dakota
$7K 15
SCB
750
Saudi Central Bank
Saudi Arabia
$6.82K 15 +15 New