757 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 265 increasing their positions, 268 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less capital invested

Capital invested by funds: $15.8B → $10.6B (-$5.26B)

34% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 150

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$104M
Puts
$78.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
801
Savvy Advisors Inc
New York
DWA
802
Douglass Winthrop Advisors
New York
KAS
803
Kestra Advisory Services
Texas
WPC
804
Wedmont Private Capital
Pennsylvania
LIM
805
Leavell Investment Management
Alabama
AC
806
Apella Capital
Connecticut
SF
807
Synovus Financial
Georgia
PWM
808
Perigon Wealth Management
California
MWM
809
Meridian Wealth Management
Kentucky
WJWM
810
Williams Jones Wealth Management
New York
SWM
811
Segment Wealth Management
Texas
BWM
812
Baron Wealth Management
Michigan
SAM
813
Seelaus Asset Management
New Jersey
SCA
814
Stokes Capital Advisors
South Carolina
MP
815
Moment Partners
California
FIM
816
Freedom Investment Management
Connecticut
RWM
817
Ritholtz Wealth Management
New York
BSI
818
Bennett Selby Investments
Maine
BFS
819
Bradley Foster & Sargent
Connecticut
AWM
820
Angeles Wealth Management
California
PHIC
821
Pine Haven Investment Counsel
Massachusetts
MFAM
822
Motley Fool Asset Management
Virginia
HSA
823
HBK Sorce Advisory
Pennsylvania
CCA
824
Checchi Capital Advisers
California
IWM
825
IHT Wealth Management
Illinois