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Factset

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
751
First PREMIER Bank
South Dakota
$7K
AF
752
Alerus Financial
North Dakota
$6.71K +$6.71K +15 New
CFD
753
Creative Financial Designs
Indiana
$6.26K -$4.03K -9 -39%
CB
754
Centennial Bank
Arkansas
$5.82K
AAS
755
Ameritas Advisory Services
Nebraska
$5.82K +$5.82K +13 New
KIM
756
Kestra Investment Management
Texas
$5.41K +$2.71K +6 +100%
PSFG
757
Park Square Financial Group
Georgia
$5.37K
CTB
758
Country Trust Bank
Illinois
$5.37K +$895 +2 +20%
HI
759
Harbour Investments
Wisconsin
$5.37K +$1.34K +3 +33%
LI
760
LRI Investments
Florida
$5.01K -$1.37K -3 -21%
GSWM
761
Golden State Wealth Management
California
$4.92K
GC
762
GFG Capital
Florida
$4.92K +$4.92K +11 New
CCMI
763
Creative Capital Management Investments
California
$4.92K +$4.92K +11 New
WAS
764
Winch Advisory Services
Wisconsin
$4.61K
TPWA
765
Twin Peaks Wealth Advisors
California
$4.45K +$4.45K +12 New
GA
766
GoalVest Advisory
New York
$4.03K -$8.05K -18 -67%
AWM
767
Activest Wealth Management
Florida
$4.03K +$4.03K +9 New
FFO
768
Fortitude Family Office
Arizona
$4.03K +$4.03K +9 New
FFA
769
Frazier Financial Advisors
Ohio
$3.58K
MA
770
Montag & Associates
Georgia
$3.58K
TFA
771
Toth Financial Advisory
Virginia
$3.58K
HHMI
772
Howard Hughes Medical Institute
Maryland
$3.58K +$3.58K +8 New
NFSG
773
Newbridge Financial Services Group
Florida
$3.18K
PA
774
Pineridge Advisors
Missouri
$3.16K
GBT
775
Grove Bank & Trust
Florida
$3.13K