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Factset
FDS

772 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 274 increasing their positions, 274 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $104M | Put options by funds: $78.9M

3.84% more ownership

Funds ownership: 93.99% → 97.84% (+3.8%)

0% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 274

8% less funds holding

Funds holding: 835 → 772 (-63)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less capital invested

Capital invested by funds: $15.9B → $10.6B (-$5.28B)

35% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 151

Holders
772
Holders Change
-63
Holders Change %
-7.54%
% of All Funds
10.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
98
Increased
274
Reduced
274
Closed
151
Calls
$104M
Puts
$78.9M
Net Calls
+$24.6M
Net Calls Change
+$21.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$105M
2
Two Sigma Investments
Two Sigma Investments
New York
+$99.5M
3
Barclays
Barclays
United Kingdom
+$64M
4
First Trust Advisors
First Trust Advisors
Illinois
+$56.7M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$51.7M

Top Sellers

1
BAMCO Inc
BAMCO Inc
New York
-$158M
2
JP Morgan Chase
JP Morgan Chase
New York
-$107M
3
Morgan Stanley
Morgan Stanley
New York
-$78.6M
4
PA
PFG Advisors
Arizona
-$71.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
801
Empirical Asset Management
Massachusetts
– -$620K -1,387 Closed
SCM
802
Stevens Capital Management
Pennsylvania
– -$608K -1,359 Closed
GI
803
GAMCO Investors
Connecticut
– -$588K -1,315 Closed
SRL
804
Scientech Research LLC
New Jersey
– -$549K -1,227 Closed
ATC
805
Argent Trust Co
Tennessee
– -$515K -1,152 Closed
VSQM
806
V-Square Quantitative Management
Illinois
– -$512K -1,144 Closed
CIM
807
Contravisory Investment Management
Massachusetts
– -$498K -1,113 Closed
MFS
808
Mirabella Financial Services
United Kingdom
– -$441K -982 Closed
AR
809
Apeiron RIA
Texas
– -$430K -962 Closed
CCA
810
Conestoga Capital Advisors
Pennsylvania
– -$412K -922 Closed
FAIM
811
Financial Advocates Investment Management
Washington
– -$412K -921 Closed
SFS
812
Sowell Financial Services
Arkansas
– -$382K -853 Closed
AA
813
ALPS Advisors
Colorado
– -$372K -832 Closed
AP
814
Advisors Preferred
Maryland
– -$371K -825 Closed
SAI
815
Savvy Advisors Inc
New York
– -$358K -801 Closed
DWA
816
Douglass Winthrop Advisors
New York
– -$347K -775 Closed
KAS
817
Kestra Advisory Services
Texas
– -$342K -765 Closed
WPC
818
Wedmont Private Capital
Pennsylvania
– -$331K -739 Closed
LIM
819
Leavell Investment Management
Alabama
– -$326K -728 Closed
AC
820
Apella Capital
Connecticut
– -$317K -708 Closed
PWM
821
Perigon Wealth Management
California
– -$299K -668 Closed
SF
822
Synovus Financial
Georgia
– -$299K -668 Closed
MWM
823
Meridian Wealth Management
Kentucky
– -$298K -665 Closed
WJWM
824
Williams Jones Wealth Management
New York
– -$290K -649 Closed
SWM
825
Segment Wealth Management
Texas
– -$288K -644 Closed
31 32
33
34 35

FDS Hedge Fund Activity: Q3 2025 in Review

772 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2025, worth a combined $10.6B — down 33% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of FDS and 98 opened new positions — a net loss of 53 holders — while 274 trimmed existing stakes and 274 added.

The largest buyer was Citadel Advisors, adding an estimated $105M. The largest seller was BAMCO Inc, cutting an estimated $158M.

  • 772 institutional investors held Factset (FDS) as of Q3 2025, down from 835 in Q2 2025.
  • Funds reported $10.6B of Factset stock for Q3 2025, down 33% quarter-over-quarter.
  • 98 funds opened new Factset positions in Q3 2025 and 151 closed out, a net change of -53 holders.
  • The largest Factset buyer in Q3 2025 was Citadel Advisors, an estimated $105M added.
  • The largest Factset seller in Q3 2025 was BAMCO Inc, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2025.