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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
11.05%
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 %
CSB
776
City State Bank
Iowa
$3.13K
GBT
777
Grove Bank & Trust
Florida
$3.13K
NS
778
NBC Securities
Alabama
$3K
BFS
779
Burkett Financial Services
South Carolina
$2.7K
BIA
780
Bell Investment Advisors
California
$2.68K
AAG
781
Armstrong Advisory Group
Massachusetts
$2.68K
AP
782
Aspect Partners
Virginia
$2.68K
DPW
783
DiNuzzo Private Wealth
Pennsylvania
$2.68K
YP
784
YANKCOM Partnership
South Dakota
$2.68K +$2.68K +6 New
SO
785
Sierra Ocean
California
$2.24K
VNA
786
Valley National Advisers
Pennsylvania
$2K
S
787
Sachetta
Massachusetts
$1.79K +$1.79K +4 New
HWP
788
Highline Wealth Partners
California
$1.79K -$1.79K -4 -50%
CH
789
Cromwell Holdings
Wyoming
$1.79K
GFL
790
Granite FO LLC
New Hampshire
$1.79K
FMP
791
Financial Management Professionals
Texas
$1.79K +$1.79K +4 New
BI
792
Binnacle Investments
Iowa
$1.79K +$1.79K +4 New
DF
793
Dunhill Financial
United Kingdom
$1.43K -$2.86K -6 -67%
SIC
794
SJS Investment Consulting
Ohio
$1.34K -$30K -67 -96%
WWM
795
Wolff Wiese Magana
California
$1.34K -$447 -1 -25%
T
796
TOBAM
France
$1K
NC
797
NewSquare Capital
Pennsylvania
$895 -$3.58K -8 -80%
BF
798
BOK Financial
Oklahoma
$895
RA
799
Rise Advisors
New York
$895
MAFA
800
MJT & Associates Financial Advisory
Minnesota
$895