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Factset
FDS

Overview Fund Activity

836 hedge funds and large institutions have $17.6B invested in Factset in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 265 increasing their positions, 294 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
836
Holders Change
+16
Holders Change %
+1.95%
% of All Funds
11.13%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
98
Increased
265
Reduced
294
Closed
73
Calls
$29.2M
Puts
$5.43M
Net Calls
+$23.8M
Net Calls Change
-$16.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$225M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$66.4M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$428M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$527M
5
Invesco
5
Invesco
Georgia
$219M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.51M
2
BAMCO Inc
2
BAMCO Inc
New York
$1.13B
3
Squarepoint
3
Squarepoint
New York
$1.18M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.6M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
801
Pacific Capital Wealth Advisors
California
$3.84K – – –
NFSG
802
Newbridge Financial Services Group
Florida
$3.4K +$3.4K +7 New
PA
803
Pineridge Advisors
Missouri
$3.38K – – –
CSB
804
City State Bank
Iowa
$3.36K – – –
CWA
805
Carolina Wealth Advisors
South Carolina
$3.36K – – –
ADL
806
Asset Dedication LLC
California
$2.88K – – –
BFS
807
Burkett Financial Services
South Carolina
$2.88K – – –
HCP
808
Hexagon Capital Partners
Arkansas
$2.88K – – –
BIA
809
Bell Investment Advisors
California
$2.88K – – –
AAG
810
Armstrong Advisory Group
Massachusetts
$2.88K – – –
WB
811
Webster Bank
Connecticut
$2.88K – – –
AP
812
Aspect Partners
Virginia
$2.88K – – –
DPW
813
DiNuzzo Private Wealth
Pennsylvania
$2.88K – – –
SO
814
Sierra Ocean
California
$2.4K +$2.4K +5 New
SIM
815
Synergy Investment Management
Florida
$2.4K +$2.4K +5 New
VNA
816
Valley National Advisers
Pennsylvania
$2K – – –
JGIA
817
Jackson Grant Investment Advisers
Connecticut
$1.92K – – –
GFL
818
Granite FO LLC
New Hampshire
$1.92K – – –
SC
819
SouthState Corp
Florida
$1.92K +$1.92K +4 New
HWP
820
Highline Wealth Partners
California
$1.44K – – –
PPA
821
Painted Porch Advisors
California
$1K -$1K -2 -50%
TFA
822
Transamerica Financial Advisors
Florida
$1K – – –
PA
823
PSI Advisors
Florida
$961 – – –
WPA
824
West Paces Advisors
Georgia
$961 – – –
CIAM
825
Caitong International Asset Management
Hong Kong
$961 +$961 +2 New
31 32
33
34 35