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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 %
BFS
776
Burkett Financial Services
South Carolina
$2.73K 6 – –
AP
777
Aspect Partners
Virginia
$2.73K 6 – –
HCP
778
Hexagon Capital Partners
Arkansas
$2.73K 6 – –
DPW
779
DiNuzzo Private Wealth
Pennsylvania
$2.73K 6 – –
WB
780
Webster Bank
Connecticut
$2.73K 6 – –
BIA
781
Bell Investment Advisors
California
$2.73K 6 – –
GFPC
782
Global Financial Private Client
Florida
$2.73K 6 +4 +200%
RJA
783
Ross\Johnson & Associates
Minnesota
$2.73K 6 +6 New
KIM
784
Kestra Investment Management
Texas
$2.73K 6 +6 New
SO
785
Sierra Ocean
California
$2.27K 5 – –
SIM
786
Synergy Investment Management
Florida
$2.27K 5 – –
VNA
787
Valley National Advisers
Pennsylvania
$2K 6 – –
WWM
788
Wolff Wiese Magana
California
$1.82K 4 -6 -60%
GFL
789
Granite FO LLC
New Hampshire
$1.82K 4 – –
CH
790
Cromwell Holdings
Wyoming
$1.82K 4 +4 New
T
791
TOBAM
France
$1K 3 -156 -98%
TFA
792
Transamerica Financial Advisors
Florida
$1K 1 – –
MAFA
793
MJT & Associates Financial Advisory
Minnesota
$910 2 +2 New
CFB
794
Cullen/Frost Bankers
Texas
$909 2 -20 -91%
PA
795
PSI Advisors
Florida
$909 2 – –
BF
796
BOK Financial
Oklahoma
$909 2 – –
WPA
797
West Paces Advisors
Georgia
$909 2 – –
FCAS
798
First Command Advisory Services
Texas
$909 2 +2 New
RA
799
Rise Advisors
New York
$909 2 +2 New
TWD
800
True Wealth Design
Ohio
$455 1 -16 -94%
30 31
32
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