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Factset
FDS

772 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $104M | Put options by funds: $78.9M

3.84% more ownership

Funds ownership: 93.99% → 97.84% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

8% less funds holding

Funds holding: 835 → 772 (-63)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.28B)

35% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 151

Holders
772
Holders Change
-63
Holders Change %
-7.54%
% of All Funds
10.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
98
Increased
274
Reduced
274
Closed
151
Calls
$104M
Puts
$78.9M
Net Calls
+$24.6M
Net Calls Change
+$21.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Two Sigma Investments
Two Sigma Investments
New York
+$99.5M
3
Barclays
Barclays
United Kingdom
+$64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$56.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$51.7M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$158M
2
JP Morgan Chase
JP Morgan Chase
New York
-$107M
3
Morgan Stanley
Morgan Stanley
New York
-$78.6M
4
PA
PFG Advisors
Arizona
-$71.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
726
Howard Hughes Medical Institute
Maryland
$2.29K – – –
S
727
Sachetta
Massachusetts
$2.29K +$1.53K +4 +100%
CIAS
728
CBIZ Investment Advisory Services
Ohio
$2.29K +$2.67K +7 +700%
CA
729
Crewe Advisors
Utah
$2.29K +$3.06K +8 New
MEG
730
Millstone Evans Group
Colorado
$2.29K +$3.06K +8 New
RTL
731
Red Tortoise LLC
Georgia
$2.29K +$3.06K +8 New
NS
732
NBC Securities
Alabama
$2.29K – – –
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$2.24K – – –
NFSG
734
Newbridge Financial Services Group
Florida
$2.04K – – –
PA
735
Pineridge Advisors
Missouri
$2.03K – – –
CSB
736
City State Bank
Iowa
$2K – – –
EP
737
Essential Partners
California
$2K +$2.67K +7 New
WWA
738
Wealth Watch Advisors
Colorado
$2K +$2.67K +7 New
GWSA
739
Global Wealth Strategies & Associates
Colorado
$1.75K +$2.29K +6 New
BFS
740
Burkett Financial Services
South Carolina
$1.73K – – –
AAG
741
Armstrong Advisory Group
Massachusetts
$1.72K – – –
RS
742
Rakuten Securities
Japan
$1.72K +$1.91K +5 +500%
PWA
743
Physician Wealth Advisors
Utah
$1.43K +$1.15K +3 +150%
DWM
744
Dogwood Wealth Management
Kansas
$1.43K -$8.02K -21 -81%
RIL
745
Rothschild Investment LLC
Illinois
$1.43K +$1.15K +3 +150%
BI
746
Binnacle Investments
Iowa
$1.15K – – –
GFL
747
Granite FO LLC
New Hampshire
$1.15K – – –
HFS
748
Hughes Financial Services
Virginia
$1.06K +$764 +2 +100%
VNA
749
Valley National Advisers
Pennsylvania
$1K – – –
BIA
750
Bell Investment Advisors
California
$860 -$1.15K -3 -50%
28 29
30
31 32

FDS Hedge Fund Activity: Q3 2025 in Review

772 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2025, worth a combined $10.6B — down 33% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of FDS and 98 opened new positions — a net loss of 53 holders — while 274 trimmed existing stakes and 274 added.

The largest buyer was Citadel Advisors, adding an estimated $105M. The largest seller was BAMCO Inc, cutting an estimated $158M.

  • 772 institutional investors held Factset (FDS) as of Q3 2025, down from 835 in Q2 2025.
  • Funds reported $10.6B of Factset stock for Q3 2025, down 33% quarter-over-quarter.
  • 98 funds opened new Factset positions in Q3 2025 and 151 closed out, a net change of -53 holders.
  • The largest Factset buyer in Q3 2025 was Citadel Advisors, an estimated $105M added.
  • The largest Factset seller in Q3 2025 was BAMCO Inc, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2025.