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Factset

818 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 280 increasing their positions, 281 reducing their positions, and 79 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
280
Reduced
281
Closed
79
Calls
$18.4M
Puts
$19M
Net Calls
-$598K
Net Calls Change
-$13.7M
Name Market Value Shares Shares
Change
Shares
Change %
PWA
801
Physician Wealth Advisors
Utah
$895 2 +1 +100%
HIA
802
HFM Investment Advisors
New Jersey
$895 2 +1 +100%
PWM
803
Parkworth Wealth Management
California
$895 2 +1 +100%
PWA
804
Principia Wealth Advisory
Texas
$895 2 +2 New
RIL
805
Rothschild Investment LLC
Illinois
$895 2 +2 New
BHWM
806
Bay Harbor Wealth Management
Maryland
$894 2 +1 +100%
HFS
807
Hughes Financial Services
Virginia
$784 2 +2 New
WCM
808
WealthTrak Capital Management
Virginia
$448 1
TFM
809
TFC Financial Management
Massachusetts
$448 1
TWD
810
True Wealth Design
Ohio
$448 1
SC
811
Stephens Consulting
Michigan
$448 1 +1 New
KG
812
Kilter Group
New York
$448 1 +1 New
QWM
813
Quaker Wealth Management
New Jersey
$448 1 +1 New
RWM
814
Rialto Wealth Management
New York
$448 1 +1 New
BFS
815
Bare Financial Services
Pennsylvania
$447 1
WA
816
WestEnd Advisors
North Carolina
$447 1
T
817
Transce3nd
Texas
$447 1
RS
818
Rakuten Securities
Japan
$447 1 +1 New
CIAS
819
CBIZ Investment Advisory Services
Ohio
$447 1 +1 New
GWSG
820
GPS Wealth Strategies Group
Colorado
$447 1 +1 New
TFA
821
Transamerica Financial Advisors
Florida
$397 1
CPG
822
Cornerstone Planning Group
New Jersey
$388 1
YDMI
823
Y.D. More Investments
Israel
$46 35 -17 -33%
WP
824
Woodline Partners
California
-37,891 Closed
PCM
825
Prana Capital Management
Connecticut
-27,458 Closed