767 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 271 increasing their positions, 273 reducing their positions, and 151 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: $15.9B → $10.6B (-$5.27B)

36% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 151

Holders
767
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
VSQM
801
V-Square Quantitative Management
Illinois
CIM
802
Contravisory Investment Management
Massachusetts
MFS
803
Mirabella Financial Services
United Kingdom
AR
804
Apeiron RIA
Texas
CCA
805
Conestoga Capital Advisors
Pennsylvania
FAIM
806
Financial Advocates Investment Management
Washington
SFS
807
Sowell Financial Services
Arkansas
AA
808
ALPS Advisors
Colorado
AP
809
Advisors Preferred
Maryland
SAI
810
Savvy Advisors Inc
New York
DWA
811
Douglass Winthrop Advisors
New York
KAS
812
Kestra Advisory Services
Texas
WPC
813
Wedmont Private Capital
Pennsylvania
LIM
814
Leavell Investment Management
Alabama
AC
815
Apella Capital
Connecticut
SF
816
Synovus Financial
Georgia
PWM
817
Perigon Wealth Management
California
MWM
818
Meridian Wealth Management
Kentucky
WJWM
819
Williams Jones Wealth Management
New York
SWM
820
Segment Wealth Management
Texas
BWM
821
Baron Wealth Management
Michigan
SAM
822
Seelaus Asset Management
New Jersey
SCA
823
Stokes Capital Advisors
South Carolina
MP
824
Moment Partners
California
FIM
825
Freedom Investment Management
Connecticut