767 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 273 reducing their positions, and 151 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: $15.9B → $10.6B (-$5.27B)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
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
MEG
726
Millstone Evans Group
Colorado
$2.29K
CA
727
Crewe Advisors
Utah
$2.29K
NS
728
NBC Securities
Alabama
$2.29K
DPW
729
DiNuzzo Private Wealth
Pennsylvania
$2.24K
NFSG
730
Newbridge Financial Services Group
Florida
$2.04K
PA
731
Pineridge Advisors
Missouri
$2.03K
CSB
732
City State Bank
Iowa
$2K
WWA
733
Wealth Watch Advisors
Colorado
$2K
GWSA
734
Global Wealth Strategies & Associates
Colorado
$1.75K
BFS
735
Burkett Financial Services
South Carolina
$1.73K
AAG
736
Armstrong Advisory Group
Massachusetts
$1.72K
RS
737
Rakuten Securities
Japan
$1.72K
PWA
738
Physician Wealth Advisors
Utah
$1.43K
DWM
739
Dogwood Wealth Management
Kansas
$1.43K
RIL
740
Rothschild Investment LLC
Illinois
$1.43K
GFL
741
Granite FO LLC
New Hampshire
$1.15K
BI
742
Binnacle Investments
Iowa
$1.15K
HFS
743
Hughes Financial Services
Virginia
$1.06K
VNA
744
Valley National Advisers
Pennsylvania
$1K
BIA
745
Bell Investment Advisors
California
$860
WWM
746
Wolff Wiese Magana
California
$860
HWP
747
Highline Wealth Partners
California
$859
SIS
748
Sound Income Strategies
Florida
$575
FFO
749
Fortitude Family Office
Arizona
$573
RA
750
Rise Advisors
New York
$573