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Factset
FDS

Overview Fund Activity

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

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$169M
2
Morgan Stanley
2
Morgan Stanley
New York
$886M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.18B
4
NL
4
Nuveen LLC
North Carolina
$54.1M
5
VF
5
Vest Financial
Virginia
$52.4M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$23M
2
CAM
2
Congress Asset Management
Massachusetts
$769K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$489M
4
CW
4
Curio Wealth
Maryland
$188K
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
876
LCNB Corp
Ohio
– – -431 Closed
GDP
877
Great Diamond Partners
Maine
– – -426 Closed
CA
878
Claro Advisors
Massachusetts
– – -425 Closed
PCA
879
Prosperity Capital Advisors
Ohio
– – -425 Closed
SCM
880
Stevens Capital Management
Pennsylvania
– – -425 Closed
HFM
881
Harvest Fund Management
China
– – -363 Closed
CSPIA
882
Cary Street Partners Investment Advisory
Virginia
– – -360 Closed
FA
883
Fedenia Advisers
Wisconsin
– – -298 Closed
MFG
884
Menard Financial Group
Texas
– – -190 Closed
CFGS
885
Concourse Financial Group Securities
Alabama
– – -125 Closed
GM
886
GeoWealth Management
Illinois
– – -104 Closed
EBA
887
Eagle Bay Advisors
New York
– – -80 Closed
VHAM
888
Van Hulzen Asset Management
California
– – -62 Closed
CSP
889
Cary Street Partners
Virginia
– – -60 Closed
LFA
890
LGT Financial Advisors
Texas
– – -57 Closed
CJ
891
Caitlin John
Michigan
– – -48 Closed
KI
892
Kapitalo Investimentos
Brazil
– – -43 Closed
SC
893
Stephens Consulting
Michigan
– – -27 Closed
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -27 Closed
TCOV
895
Trust Company of Vermont
Vermont
– – -24 Closed
GEA
896
Glen Eagle Advisors
New Jersey
– – -14 Closed
NWWA
897
New Wave Wealth Advisors
Arkansas
– – -13 Closed
MEG
898
Millstone Evans Group
Colorado
– – -10 Closed
PCWA
899
Pacific Capital Wealth Advisors
California
– – -8 Closed
RCM
900
Raleigh Capital Management
North Carolina
– – -8 Closed
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