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Factset
FDS

Overview Fund Activity

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LI
751
LRI Investments
Florida
$6.52K 14 – –
CB
752
Centennial Bank
Arkansas
$5.91K 13 – –
PSFG
753
Park Square Financial Group
Georgia
$5.46K 12 +12 New
GSWM
754
Golden State Wealth Management
California
$5K 11 – –
BTD
755
BankPlus Trust Department
Mississippi
$5K 11 +11 New
WAS
756
Winch Advisory Services
Wisconsin
$4.67K 10 – –
CWC
757
Carolinas Wealth Consulting
North Carolina
$4.63K 10 -1 -9%
CTB
758
Country Trust Bank
Illinois
$4.55K 10 – –
RWM
759
Ruedi Wealth Management
Illinois
$4.55K 10 – –
NC
760
NewSquare Capital
Pennsylvania
$4.55K 10 +9 +900%
DF
761
Dunhill Financial
United Kingdom
$4.17K 9 -1 -10%
NCM
762
Northwest Capital Management
Oregon
$4.09K 9 – –
HI
763
Harbour Investments
Wisconsin
$4.09K 9 – –
TFA
764
Toth Financial Advisory
Virginia
$3.64K 8 – –
MA
765
Montag & Associates
Georgia
$3.64K 8 – –
FFA
766
Frazier Financial Advisors
Ohio
$3.64K 8 – –
HWP
767
Highline Wealth Partners
California
$3.64K 8 +5 +167%
NFSG
768
Newbridge Financial Services Group
Florida
$3.23K 7 – –
PA
769
Pineridge Advisors
Missouri
$3.2K 7 – –
CWA
770
Carolina Wealth Advisors
South Carolina
$3.18K 7 – –
CSB
771
City State Bank
Iowa
$3.18K 7 – –
GBT
772
Grove Bank & Trust
Florida
$3.18K 7 +7 New
DJSG
773
D.J. St. Germain
Massachusetts
$3.18K 7 +7 New
NS
774
NBC Securities
Alabama
$3K 8 +8 New
AAG
775
Armstrong Advisory Group
Massachusetts
$2.88K 6 – –
29 30
31
32 33