FDS icon

Factset
FDS

Overview Fund Activity

813 hedge funds and large institutions have $16.2B invested in Factset in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 270 increasing their positions, 293 reducing their positions, and 92 closing their positions.

Holders
813
Holders Change
-23
Holders Change %
-2.75%
% of All Funds
11.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
85
Increased
270
Reduced
293
Closed
92
Calls
$17.2M
Puts
$4.09M
Net Calls
+$13.1M
Net Calls Change
-$10.6M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
801
TFC Financial Management
Massachusetts
$455 1 – –
WCM
802
WealthTrak Capital Management
Virginia
$455 1 – –
T
803
Transce3nd
Texas
$455 1 – –
WA
804
WestEnd Advisors
North Carolina
$455 1 – –
PWM
805
Parkworth Wealth Management
California
$455 1 – –
BFS
806
Bare Financial Services
Pennsylvania
$455 1 +1 New
HIA
807
HFM Investment Advisors
New Jersey
$455 1 +1 New
PWA
808
Physician Wealth Advisors
Utah
$455 1 +1 New
BHWM
809
Bay Harbor Wealth Management
Maryland
$454 1 +1 New
CPG
810
Cornerstone Planning Group
New Jersey
$426 1 +1 New
YDMI
811
Y.D. More Investments
Israel
$64 52 +6 +13%
Point72 Asset Management
812
Point72 Asset Management
Connecticut
– – -138,186 Closed
MCP
813
Meridiem Capital Partners
Texas
– – -85,868 Closed
CWM
814
Congress Wealth Management
Massachusetts
– – -27,764 Closed
Norges Bank
815
Norges Bank
Norway
– – -25,260 Closed
MWM
816
Moran Wealth Management
Florida
– – -24,510 Closed
PE
817
Point72 Europe
United Kingdom
– – -23,300 Closed
Capital Fund Management (CFM)
818
Capital Fund Management (CFM)
France
– – -17,522 Closed
Connor, Clark & Lunn Investment Management (CC&L)
819
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -10,494 Closed
FHB
820
First Hawaiian Bank
Hawaii
– – -8,409 Closed
TAM
821
Thematics Asset Management
France
– – -8,032 Closed
Marshall Wace
822
Marshall Wace
United Kingdom
– – -7,969 Closed
OMC
823
Old Mission Capital
Illinois
– – -7,433 Closed
CBA
824
Coastal Bridge Advisors
Connecticut
– – -7,414 Closed
GAM
825
Generali Asset Management
Italy
– – -6,390 Closed
31 32
33
34 35