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Factset

827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
726
TD Private Client Wealth
New York
$17K
PPC
727
Park Place Capital
Alabama
$16.2K
ME
728
McIlrath & Eck
Washington
$14.8K
AEPWM
729
Atlantic Edge Private Wealth Management
Florida
$14.3K
MIM
730
MTM Investment Management
South Carolina
$14.3K
WTFG
731
Wood Tarver Financial Group
Idaho
$14K
KFI
732
Key Financial Inc
Pennsylvania
$13.4K
CMBA
733
C.M. Bidwell & Associates
Hawaii
$13K
PSB
734
Piscataqua Savings Bank
New Hampshire
$13K
WBC
735
West Branch Capital
Massachusetts
$12.5K
STB
736
S&T Bank
Pennsylvania
$12.1K
MYIA
737
Mount Yale Investment Advisors
Colorado
$12.1K
GKIM
738
GW&K Investment Management
Massachusetts
$12K
AIM
739
Anchor Investment Management
South Carolina
$11.6K
DWM
740
Dogwood Wealth Management
Kansas
$11.6K
TCM
741
TD Capital Management
Tennessee
$11.2K
TIM
742
Tortoise Investment Management
New York
$11.2K
DWM
743
Darwin Wealth Management
Florida
$10.8K
MSWA
744
Marshall & Sterling Wealth Advisors
New York
$10.7K
ADL
745
Asset Dedication LLC
California
$10.7K
BC
746
Bayforest Capital
United Kingdom
$9.84K
AIC
747
Archer Investment Corporation
Indiana
$9.42K
FNWA
748
Financial Network Wealth Advisors
Utah
$9.4K
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.95K
AG
750
AmeriFlex Group
Nevada
$8.3K