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Factset
FDS

835 hedge funds and large institutions have $15.9B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 290 increasing their positions, 285 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 81

14% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $25.7M

1% more funds holding

Funds holding: 826 → 835 (+9)

2% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 285

0.3% more ownership

Funds ownership: 93.7% → 93.99% (+0.3%)

2% less capital invested

Capital invested by funds: $16.2B → $15.9B (-$320M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
835
Holders Change
+9
Holders Change %
+1.09%
% of All Funds
10.99%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
96
Increased
290
Reduced
285
Closed
81
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$187M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$132M
3
Invesco
Invesco
Georgia
+$84.3M
4
PA
PFG Advisors
Arizona
+$82.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$40.3M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$102M
2
Citadel Advisors
Citadel Advisors
Florida
-$99.9M
3
Macquarie Group
Macquarie Group
Australia
-$94.9M
4
BlackRock
BlackRock
New York
-$66.8M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
776
GoalVest Advisory
New York
$4.03K -$7.88K -18 -67%
AWM
777
Activest Wealth Management
Florida
$4.03K +$3.94K +9 New
FFO
778
Fortitude Family Office
Arizona
$4.03K +$3.94K +9 New
FFA
779
Frazier Financial Advisors
Ohio
$3.58K – – –
MA
780
Montag & Associates
Georgia
$3.58K – – –
TFA
781
Toth Financial Advisory
Virginia
$3.58K – – –
HHMI
782
Howard Hughes Medical Institute
Maryland
$3.58K +$3.5K +8 New
NFSG
783
Newbridge Financial Services Group
Florida
$3.18K – – –
PA
784
Pineridge Advisors
Missouri
$3.16K – – –
CWA
785
Carolina Wealth Advisors
South Carolina
$3.13K – – –
CSB
786
City State Bank
Iowa
$3.13K – – –
GBT
787
Grove Bank & Trust
Florida
$3.13K – – –
NS
788
NBC Securities
Alabama
$3K – – –
BFS
789
Burkett Financial Services
South Carolina
$2.7K – – –
AAG
790
Armstrong Advisory Group
Massachusetts
$2.68K – – –
AP
791
Aspect Partners
Virginia
$2.68K – – –
BIA
792
Bell Investment Advisors
California
$2.68K – – –
DPW
793
DiNuzzo Private Wealth
Pennsylvania
$2.68K – – –
YP
794
YANKCOM Partnership
South Dakota
$2.68K +$2.63K +6 New
SO
795
Sierra Ocean
California
$2.24K – – –
VNA
796
Valley National Advisers
Pennsylvania
$2K – – –
S
797
Sachetta
Massachusetts
$1.79K +$1.75K +4 New
HWP
798
Highline Wealth Partners
California
$1.79K -$1.75K -4 -50%
CH
799
Cromwell Holdings
Wyoming
$1.79K – – –
GFL
800
Granite FO LLC
New Hampshire
$1.79K – – –
30 31
32
33 34

FDS Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2025, worth a combined $15.9B — down 2% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FDS positions and 81 closed out — a net gain of 15 holders — while 290 added to existing stakes and 285 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $187M. The largest seller was Amundi, cutting an estimated $102M.

  • 835 institutional investors held Factset (FDS) as of Q2 2025, up from 826 in Q1 2025.
  • Funds reported $15.9B of Factset stock for Q2 2025, down 2% quarter-over-quarter.
  • 96 funds opened new Factset positions in Q2 2025 and 81 closed out, a net change of +15 holders.
  • The largest Factset buyer in Q2 2025 was Morgan Stanley, an estimated $187M added.
  • The largest Factset seller in Q2 2025 was Amundi, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2025.