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Factset
FDS

772 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $104M | Put options by funds: $78.9M

3.84% more ownership

Funds ownership: 93.99% → 97.84% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

8% less funds holding

Funds holding: 835 → 772 (-63)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.28B)

35% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 151

Holders
772
Holders Change
-63
Holders Change %
-7.54%
% of All Funds
10.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
98
Increased
274
Reduced
274
Closed
151
Calls
$104M
Puts
$78.9M
Net Calls
+$24.6M
Net Calls Change
+$21.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Two Sigma Investments
Two Sigma Investments
New York
+$99.5M
3
Barclays
Barclays
United Kingdom
+$64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$56.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$51.7M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$158M
2
JP Morgan Chase
JP Morgan Chase
New York
-$107M
3
Morgan Stanley
Morgan Stanley
New York
-$78.6M
4
PA
PFG Advisors
Arizona
-$71.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
776
Azora Capital LP
Florida
– -$26.1M -58,442 Closed
EAM
777
Erste Asset Management
Austria
– -$5.82M -15,243 Closed
GF
778
Gabelli Funds
New York
– -$6.55M -14,648 Closed
Axa
779
Axa
France
– -$6.16M -13,762 Closed
KCM
780
Kornitzer Capital Management
Kansas
– -$4.98M -11,144 Closed
Fisher Asset Management
781
Fisher Asset Management
Washington
– -$4.17M -9,313 Closed
TC
782
Tsai Capital
New York
– -$2.99M -6,688 Closed
Balyasny Asset Management
783
Balyasny Asset Management
Illinois
– -$2.97M -6,649 Closed
LA
784
LBP AM
France
– -$2.82M -6,303 Closed
VF
785
Virtu Financial
New York
– -$2.37M -5,306 Closed
BHCM
786
Brevan Howard Capital Management
Jersey
– -$2.07M -4,628 Closed
CWM
787
Cordatus Wealth Management
Pennsylvania
– -$1.89M -4,228 Closed
ACM
788
Aster Capital Management
United Arab Emirates
– -$1.68M -3,758 Closed
MCM
789
Moore Capital Management
New York
– -$1.51M -3,382 Closed
JF
790
Jump Financial
Illinois
– -$1.51M -3,377 Closed
Impax Asset Management Group
791
Impax Asset Management Group
United Kingdom
– -$1.47M -3,283 Closed
SFI
792
Susquehanna Fundamental Investments
Pennsylvania
– -$1.43M -3,200 Closed
PHK
793
Point72 Hong Kong
Hong Kong
– -$1.17M -2,621 Closed
PAMP
794
Polar Asset Management Partners
Ontario, Canada
– -$1.12M -2,500 Closed
VI
795
Versor Investments
New York
– -$1.07M -2,401 Closed
TC
796
TownSquare Capital
Utah
– -$891K -1,992 Closed
VIG
797
Vienna Insurance Group
Poland
– -$870K -1,944 Closed
FCM
798
Fieldview Capital Management
Michigan
– -$793K -1,773 Closed
CC
799
Centiva Capital
New York
– -$684K -1,530 Closed
PL
800
Perpetual Ltd
Australia
– -$624K -1,394 Closed
30 31
32
33 34

FDS Hedge Fund Activity: Q3 2025 in Review

772 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2025, worth a combined $10.6B — down 33% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of FDS and 98 opened new positions — a net loss of 53 holders — while 274 trimmed existing stakes and 274 added.

The largest buyer was Citadel Advisors, adding an estimated $105M. The largest seller was BAMCO Inc, cutting an estimated $158M.

  • 772 institutional investors held Factset (FDS) as of Q3 2025, down from 835 in Q2 2025.
  • Funds reported $10.6B of Factset stock for Q3 2025, down 33% quarter-over-quarter.
  • 98 funds opened new Factset positions in Q3 2025 and 151 closed out, a net change of -53 holders.
  • The largest Factset buyer in Q3 2025 was Citadel Advisors, an estimated $105M added.
  • The largest Factset seller in Q3 2025 was BAMCO Inc, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2025.