823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
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
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
801
HFM Investment Advisors
New Jersey
$895 +$448 +1 +100%
PWM
802
Parkworth Wealth Management
California
$895 +$448 +1 +100%
PWA
803
Physician Wealth Advisors
Utah
$895 +$448 +1 +100%
RIL
804
Rothschild Investment LLC
Illinois
$895 +$895 +2 New
PWA
805
Principia Wealth Advisory
Texas
$895 +$895 +2 New
BHWM
806
Bay Harbor Wealth Management
Maryland
$894 +$447 +1 +100%
HFS
807
Hughes Financial Services
Virginia
$784 +$784 +2 New
TWD
808
True Wealth Design
Ohio
$448
WCM
809
WealthTrak Capital Management
Virginia
$448
TFM
810
TFC Financial Management
Massachusetts
$448
QWM
811
Quaker Wealth Management
New Jersey
$448 +$448 +1 New
SC
812
Stephens Consulting
Michigan
$448 +$448 +1 New
RWM
813
Rialto Wealth Management
New York
$448 +$448 +1 New
KG
814
Kilter Group
New York
$448 +$448 +1 New
BFS
815
Bare Financial Services
Pennsylvania
$447
WA
816
WestEnd Advisors
North Carolina
$447
T
817
Transce3nd
Texas
$447
RS
818
Rakuten Securities
Japan
$447 +$447 +1 New
CIAS
819
CBIZ Investment Advisory Services
Ohio
$447 +$447 +1 New
GWSG
820
GPS Wealth Strategies Group
Colorado
$447 +$447 +1 New
TFA
821
Transamerica Financial Advisors
Florida
$397
CPG
822
Cornerstone Planning Group
New Jersey
$388
YDMI
823
Y.D. More Investments
Israel
$46 -$22 -17 -33%
WP
824
Woodline Partners
California
-$17.2M -37,891 Closed
PCM
825
Prana Capital Management
Connecticut
-$12.5M -27,458 Closed