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
Name Market Value Shares Shares
Change
Shares
Change %
BAM
851
Berkshire Asset Management
Pennsylvania
-752 Closed
ALAM
852
Asahi Life Asset Management
Japan
-730 Closed
BFG
853
Bleakley Financial Group
New Jersey
-730 Closed
OPS
854
Orion Portfolio Solutions
Nebraska
-724 Closed
BCI
855
Brinker Capital Investments
Pennsylvania
-724 Closed
NFG
856
Nations Financial Group
Iowa
-717 Closed
LWAM
857
Legacy Wealth Asset Management
Minnesota
-638 Closed
CG
858
Caprock Group
Idaho
-632 Closed
CPCPP
859
Canada Post Corporation Pension Plan
Canada
-620 Closed
Wellington Management Group
860
Wellington Management Group
Massachusetts
-554 Closed
BBW
861
Blue Barn Wealth
Utah
-548 Closed
IC
862
IEQ Capital
California
-513 Closed
SWP
863
Sagespring Wealth Partners
Tennessee
-513 Closed
FPCP
864
Fort Point Capital Partners
California
-500 Closed
DWT
865
Dorsey & Whitney Trust
South Dakota
-486 Closed
PPWM
866
Perissos Private Wealth Management
Oklahoma
-479 Closed
WP
867
WMS Partners
Maryland
-476 Closed
IF
868
Intrua Financial
Texas
-458 Closed
CNBT
869
Canandaigua National Bank & Trust
New York
-457 Closed
DWM
870
Drive Wealth Management
Utah
-455 Closed
DWM
871
Diversify Wealth Management
Utah
-450 Closed
CPW
872
Crestmont Private Wealth
Texas
-445 Closed
TAM
873
Trust Asset Management
Texas
-439 Closed
ILI
874
Invesco LLC (Illinois)
Illinois
-439 Closed
Walleye Capital
875
Walleye Capital
New York
-438 Closed