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Factset
FDS

826 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, 273 increasing their positions, 300 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $4.09M

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.86% less ownership

Funds ownership: 94.56% → 93.7% (-0.86%)

8% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 92

9% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 300

2% less funds holding

Funds holding: 845 → 826 (-19)

8% less capital invested

Capital invested by funds: $17.7B → $16.2B (-$1.48B)

Holders
826
Holders Change
-19
Holders Change %
-2.25%
% of All Funds
11.08%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
85
Increased
273
Reduced
300
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$166M
2
Morgan Stanley
Morgan Stanley
New York
+$75.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$62.8M
4
VF
Vest Financial
Virginia
+$52.5M
5
Nomura Asset Management
Nomura Asset Management
Japan
+$36.6M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$154M
2
CAM
Congress Asset Management
Massachusetts
-$104M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$74.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.4M
5
BAMCO Inc
BAMCO Inc
New York
-$49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
Frazier Financial Advisors
Ohio
$3.64K – – –
MA
777
Montag & Associates
Georgia
$3.64K – – –
TFA
778
Toth Financial Advisory
Virginia
$3.64K – – –
HWP
779
Highline Wealth Partners
California
$3.64K +$2.28K +5 +167%
NFSG
780
Newbridge Financial Services Group
Florida
$3.23K – – –
PA
781
Pineridge Advisors
Missouri
$3.2K – – –
CWA
782
Carolina Wealth Advisors
South Carolina
$3.18K – – –
CSB
783
City State Bank
Iowa
$3.18K – – –
DJSG
784
D.J. St. Germain
Massachusetts
$3.18K +$3.19K +7 New
GBT
785
Grove Bank & Trust
Florida
$3.18K +$3.19K +7 New
NS
786
NBC Securities
Alabama
$3K +$3.64K +8 New
AAG
787
Armstrong Advisory Group
Massachusetts
$2.88K – – –
BFS
788
Burkett Financial Services
South Carolina
$2.73K – – –
AP
789
Aspect Partners
Virginia
$2.73K – – –
BIA
790
Bell Investment Advisors
California
$2.73K – – –
DPW
791
DiNuzzo Private Wealth
Pennsylvania
$2.73K – – –
HCP
792
Hexagon Capital Partners
Arkansas
$2.73K – – –
WB
793
Webster Bank
Connecticut
$2.73K – – –
GFPC
794
Global Financial Private Client
Florida
$2.73K +$1.82K +4 +200%
KIM
795
Kestra Investment Management
Texas
$2.73K +$2.73K +6 New
RJA
796
Ross\Johnson & Associates
Minnesota
$2.73K +$2.73K +6 New
SO
797
Sierra Ocean
California
$2.27K – – –
SIM
798
Synergy Investment Management
Florida
$2.27K – – –
VNA
799
Valley National Advisers
Pennsylvania
$2K – – –
WWM
800
Wolff Wiese Magana
California
$1.82K -$2.73K -6 -60%
30 31
32
33 34

FDS Hedge Fund Activity: Q1 2025 in Review

826 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2025, worth a combined $16.2B — down 8.4% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of FDS and 85 opened new positions — a net loss of 7 holders — while 300 trimmed existing stakes and 273 added.

The largest buyer was ProShare Advisors, adding an estimated $166M. The largest seller was Massachusetts Financial Services, cutting an estimated $154M.

  • 826 institutional investors held Factset (FDS) as of Q1 2025, down from 845 in Q4 2024.
  • Funds reported $16.2B of Factset stock for Q1 2025, down 8.4% quarter-over-quarter.
  • 85 funds opened new Factset positions in Q1 2025 and 92 closed out, a net change of -7 holders.
  • The largest Factset buyer in Q1 2025 was ProShare Advisors, an estimated $166M added.
  • The largest Factset seller in Q1 2025 was Massachusetts Financial Services, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2025.