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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 %
CFD
776
Creative Financial Designs
Indiana
$8.17K +$1.44K +3 +21%
KFP
777
Keener Financial Planning
Texas
$8K – – –
FPB
778
First PREMIER Bank
South Dakota
$7K – – –
LI
779
LRI Investments
Florida
$6.89K – – –
SIS
780
Sound Income Strategies
Florida
$6.73K +$4.33K +9 +180%
GEA
781
Glen Eagle Advisors
New Jersey
$6.72K – – –
NWWA
782
New Wave Wealth Advisors
Arkansas
$6.33K +$6.33K +13 New
TAM
783
Tucker Asset Management
Colorado
$6.24K -$1.92K -4 -24%
CB
784
Centennial Bank
Arkansas
$6.24K – – –
FNWA
785
Financial Network Wealth Advisors
Utah
$5.76K -$11K -23 -66%
GSWM
786
Golden State Wealth Management
California
$5.28K +$5.28K +11 New
KWAG
787
Kiely Wealth Advisory Group
North Carolina
$5.07K – – –
WAS
788
Winch Advisory Services
Wisconsin
$4.92K – – –
CWC
789
Carolinas Wealth Consulting
North Carolina
$4.88K -$444 -1 -8%
WWM
790
Wolff Wiese Magana
California
$4.8K – – –
RWM
791
Ruedi Wealth Management
Illinois
$4.8K – – –
CTB
792
Country Trust Bank
Illinois
$4.8K – – –
MEG
793
Millstone Evans Group
Colorado
$4.8K +$4.8K +10 New
DF
794
Dunhill Financial
United Kingdom
$4.8K +$959 +2 +25%
NCM
795
Northwest Capital Management
Oregon
$4.32K – – –
HI
796
Harbour Investments
Wisconsin
$4.32K – – –
RCM
797
Raleigh Capital Management
North Carolina
$3.91K – – –
FFA
798
Frazier Financial Advisors
Ohio
$3.86K – – –
MA
799
Montag & Associates
Georgia
$3.84K – – –
TFA
800
Toth Financial Advisory
Virginia
$3.84K – – –
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32
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