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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$527M
5
Invesco
5
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
751
Old Point Trust & Financial Services N A
Virginia
$15.8K – – –
TPCW
752
TD Private Client Wealth
New York
$15.8K +$480 +1 +3%
BOJHT
753
Bank of Jackson Hole Trust
Wyoming
$15.8K +$15.8K +33 New
AEPWM
754
Atlantic Edge Private Wealth Management
Florida
$15.4K – – –
WTFG
755
Wood Tarver Financial Group
Idaho
$15K +$15K +32 New
KFI
756
Key Financial Inc
Pennsylvania
$14.4K – – –
CMBA
757
C.M. Bidwell & Associates
Hawaii
$13.9K – – –
LC
758
Lindbrook Capital
California
$13.9K +$4.32K +9 +45%
PSB
759
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
GIA
760
GHP Investment Advisors
Colorado
$13.4K – – –
WBC
761
West Branch Capital
Massachusetts
$13.4K – – –
SC
762
Stephens Consulting
Michigan
$13K – – –
STB
763
S&T Bank
Pennsylvania
$13K +$13K +27 New
JFGIW
764
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8K – – –
AIM
765
Anchor Investment Management
South Carolina
$12.5K – – –
GKIM
766
GW&K Investment Management
Massachusetts
$12K – – –
DWM
767
Darwin Wealth Management
Florida
$11.6K – – –
TCOV
768
Trust Company of Vermont
Vermont
$11.5K -$4.8K -10 -29%
BL
769
BFSG LLC
California
$11K – – –
CFB
770
Cullen/Frost Bankers
Texas
$10.6K – – –
TIM
771
Tortoise Investment Management
New York
$10.6K – – –
AIC
772
Archer Investment Corporation
Indiana
$10.1K – – –
AGWCA
773
Annis Gardner Whiting Capital Advisors
Florida
$9.61K – – –
EDRH
774
Edmond de Rothschild Holding
Switzerland
$8.65K -$48K -100 -85%
TWD
775
True Wealth Design
Ohio
$8.17K – – –
29 30
31
32 33