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Factset

797 hedge funds and large institutions have $14.6B invested in Factset in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 290 increasing their positions, 264 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+23
Holders Change %
+2.97%
% of All Funds
11.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
94
Increased
290
Reduced
264
Closed
61
Calls
$61.3M
Puts
$35.4M
Net Calls
+$25.9M
Net Calls Change
+$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
751
Carolinas Wealth Consulting
North Carolina
$4.54K +$756 +2 +20%
KWAG
752
Kiely Wealth Advisory Group
North Carolina
$4.43K
WAS
753
Winch Advisory Services
Wisconsin
$4.17K
RWM
754
Ruedi Wealth Management
Illinois
$4.08K
WWM
755
Wolff Wiese Magana
California
$4.08K
RFA
756
Register Financial Advisors
Georgia
$4.08K
CTB
757
Country Trust Bank
Illinois
$4.08K
FPF
758
First Pacific Financial
Washington
$3.68K +$3.68K +9 New
GWM
759
Geneos Wealth Management
Colorado
$3.67K -$2.45K -6 -40%
NCM
760
Northwest Capital Management
Oregon
$3.67K
RCM
761
Raleigh Capital Management
North Carolina
$3.31K -$414 -1 -11%
AWM
762
Abound Wealth Management
Tennessee
$3.27K -$408 -1 -11%
FFA
763
Frazier Financial Advisors
Ohio
$3.27K
MA
764
Montag & Associates
Georgia
$3.27K
TFA
765
Toth Financial Advisory
Virginia
$3.27K
PCWA
766
Pacific Capital Wealth Advisors
California
$3.27K
NS
767
NBC Securities
Alabama
$3K
NFSG
768
Newbridge Financial Services Group
Florida
$2.88K
CSB
769
City State Bank
Iowa
$2.86K
PA
770
Pineridge Advisors
Missouri
$2.86K
BCMLT
771
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.46K
ADL
772
Asset Dedication LLC
California
$2.45K
AP
773
Aspect Partners
Virginia
$2.45K
WB
774
Webster Bank
Connecticut
$2.45K
AAG
775
Armstrong Advisory Group
Massachusetts
$2.45K