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Factset

818 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, 280 increasing their positions, 281 reducing their positions, and 79 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
10.98%
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
280
Reduced
281
Closed
79
Calls
$18.4M
Puts
$19M
Net Calls
-$598K
Net Calls Change
-$13.7M
Name Market Value Shares Shares
Change
Shares
Change %
WAG
851
Wallace Advisory Group
California
-885 Closed
USAA
852
United Services Automobile Association
Texas
-878 Closed
SAW
853
Signal Advisors Wealth
Michigan
-873 Closed
WCF
854
West Coast Financial
California
-819 Closed
CGH
855
Crossmark Global Holdings
Texas
-809 Closed
AC
856
AXQ Capital
New Jersey
-788 Closed
HTC
857
Haverford Trust Company
Pennsylvania
-772 Closed
Walleye Trading
858
Walleye Trading
New York
-709 Closed
CBUSF
859
Construction & Building Unions Superannuation Fund
Australia
-700 Closed
VCM
860
Virtue Capital Management
Tennessee
-676 Closed
PTC
861
Petrus Trust Company
Texas
-652 Closed
KIA
862
KCM Investment Advisors
California
-639 Closed
CFM
863
Catalyst Funds Management
Australia
-600 Closed
PWP
864
Phillips Wealth Planners
Mississippi
-558 Closed
CL
865
Choreo LLC
Illinois
-554 Closed
FCM
866
FJ Capital Management
Virginia
-531 Closed
BC
867
Bridgefront Capital
Texas
-507 Closed
MC
868
Middleton & Co
Massachusetts
-500 Closed
WEG
869
World Equity Group
Illinois
-480 Closed
OC
870
Oppenheimer & Co
New York
-465 Closed
JSW
871
Journey Strategic Wealth
New Jersey
-464 Closed
TIAA Trust, National Association
872
TIAA Trust, National Association
North Carolina
-450 Closed
CCWM
873
Cassaday & Co Wealth Management
Virginia
-442 Closed
DIA
874
Dean Investment Associates
Ohio
-440 Closed
UFF
875
USA Financial Formulas
Michigan
-428 Closed