827 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, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
876
TIAA Trust, National Association
North Carolina
CCWM
877
Cassaday & Co Wealth Management
Virginia
DIA
878
Dean Investment Associates
Ohio
UFF
879
USA Financial Formulas
Michigan
MG
880
Mather Group
Illinois
WT
881
Washington Trust
Rhode Island
CA
882
Continuum Advisory
Idaho
CWM
883
Compass Wealth Management
Connecticut
WW
884
Winnow Wealth
Texas
Simplex Trading
885
Simplex Trading
Illinois
ANBT
886
American National Bank & Trust
Texas
QC
887
Quent Capital
New York
RTC
888
Riverview Trust Company
Washington
MTIC
889
Missouri Trust & Investment Company
Missouri
OPTFSNA
890
Old Point Trust & Financial Services N A
Virginia
BL
891
BFSG LLC
California
SCB
892
Saudi Central Bank
Saudi Arabia
BTD
893
BankPlus Trust Department
Mississippi
RWM
894
Ruedi Wealth Management
Illinois
CWC
895
Carolinas Wealth Consulting
North Carolina
NCM
896
Northwest Capital Management
Oregon
DJSG
897
D.J. St. Germain
Massachusetts
HCP
898
Hexagon Capital Partners
Arkansas
GFPC
899
Global Financial Private Client
Florida
WB
900
Webster Bank
Connecticut