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Factset
FDS

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.06B
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$371M
3
Invesco
3
Invesco
Georgia
$306M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$41.1M
5
UBS AM
5
UBS AM
Illinois
$160M

Top Sellers

1
Amundi
1
Amundi
France
$54.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$107M
3
Macquarie Group
3
Macquarie Group
Australia
$1.43M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$29.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
876
Mather Group
Illinois
– – -241 Closed
WT
877
Washington Trust
Rhode Island
– – -165 Closed
CA
878
Continuum Advisory
Idaho
– – -162 Closed
CWM
879
Compass Wealth Management
Connecticut
– – -103 Closed
WW
880
Winnow Wealth
Texas
– – -99 Closed
Simplex Trading
881
Simplex Trading
Illinois
– – -99 Closed
ANBT
882
American National Bank & Trust
Texas
– – -96 Closed
QC
883
Quent Capital
New York
– – -75 Closed
RTC
884
Riverview Trust Company
Washington
– – -54 Closed
MTIC
885
Missouri Trust & Investment Company
Missouri
– – -34 Closed
OPTFSNA
886
Old Point Trust & Financial Services N A
Virginia
– – -33 Closed
BL
887
BFSG LLC
California
– – -23 Closed
SCB
888
Saudi Central Bank
Saudi Arabia
– – -15 Closed
BTD
889
BankPlus Trust Department
Mississippi
– – -11 Closed
RWM
890
Ruedi Wealth Management
Illinois
– – -10 Closed
CWC
891
Carolinas Wealth Consulting
North Carolina
– – -10 Closed
NCM
892
Northwest Capital Management
Oregon
– – -9 Closed
DJSG
893
D.J. St. Germain
Massachusetts
– – -7 Closed
WB
894
Webster Bank
Connecticut
– – -6 Closed
HCP
895
Hexagon Capital Partners
Arkansas
– – -6 Closed
RJA
896
Ross\Johnson & Associates
Minnesota
– – -6 Closed
GFPC
897
Global Financial Private Client
Florida
– – -6 Closed
SIM
898
Synergy Investment Management
Florida
– – -5 Closed
AW
899
Avion Wealth
Texas
– – -2 Closed
WPA
900
West Paces Advisors
Georgia
– – -2 Closed
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