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Factset
FDS

Overview Fund Activity

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
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
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$191M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$135M
3
Invesco
Invesco
Georgia
+$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1
Amundi
Amundi
France
-$104M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
Macquarie Group
Macquarie Group
Australia
-$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
876
Mather Group
Illinois
– -$109K -241 Closed
WT
877
Washington Trust
Rhode Island
– -$75K -165 Closed
CA
878
Continuum Advisory
Idaho
– -$73.7K -162 Closed
CWM
879
Compass Wealth Management
Connecticut
– -$46.8K -103 Closed
Simplex Trading
880
Simplex Trading
Illinois
– -$45K -99 Closed
WW
881
Winnow Wealth
Texas
– -$44.6K -99 Closed
ANBT
882
American National Bank & Trust
Texas
– -$43.6K -96 Closed
QC
883
Quent Capital
New York
– -$34.1K -75 Closed
RTC
884
Riverview Trust Company
Washington
– -$24.6K -54 Closed
MTIC
885
Missouri Trust & Investment Company
Missouri
– -$15.5K -34 Closed
OPTFSNA
886
Old Point Trust & Financial Services N A
Virginia
– -$15K -33 Closed
BL
887
BFSG LLC
California
– -$10.5K -23 Closed
SCB
888
Saudi Central Bank
Saudi Arabia
– -$6.82K -15 Closed
BTD
889
BankPlus Trust Department
Mississippi
– -$5K -11 Closed
CWC
890
Carolinas Wealth Consulting
North Carolina
– -$4.63K -10 Closed
RWM
891
Ruedi Wealth Management
Illinois
– -$4.55K -10 Closed
NCM
892
Northwest Capital Management
Oregon
– -$4.09K -9 Closed
DJSG
893
D.J. St. Germain
Massachusetts
– -$3.18K -7 Closed
WB
894
Webster Bank
Connecticut
– -$2.73K -6 Closed
HCP
895
Hexagon Capital Partners
Arkansas
– -$2.73K -6 Closed
GFPC
896
Global Financial Private Client
Florida
– -$2.73K -6 Closed
RJA
897
Ross\Johnson & Associates
Minnesota
– -$2.73K -6 Closed
SIM
898
Synergy Investment Management
Florida
– -$2.27K -5 Closed
WPA
899
West Paces Advisors
Georgia
– -$909 -2 Closed
FCAS
900
First Command Advisory Services
Texas
– -$909 -2 Closed
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