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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 %
WP
76
Woodline Partners
California
$17.2M 37,891 +35,609 +1,560%
HBCM
77
Heron Bay Capital Management
Michigan
$16.8M 37,011 -67 -0.2%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$16.4M 36,153 -16,896 -32%
Man Group
79
Man Group
United Kingdom
$16.4M 35,989 +1,509 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.1M 35,453 +453 +1%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$15.8M 34,700 – –
Two Sigma Investments
82
Two Sigma Investments
New York
$15.5M 34,030 +26,986 +383%
ROC
83
Running Oak Capital
Minnesota
$15.4M 33,898 +3,988 +13%
SOMRS
84
State of Michigan Retirement System
Michigan
$15.3M 33,635 – –
ACL
85
Azora Capital LP
Florida
$15.2M 33,506 +33,506 New
MGWM
86
Marks Group Wealth Management
Minnesota
$14.9M 32,850 +1,285 +4%
Bank Julius Baer & Co
87
Bank Julius Baer & Co
Switzerland
$14.8M 32,590 -1,990 -6%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$14.4M 31,705 -1,005 -3%
BST
89
Bath Savings Trust
Maine
$14M 30,887 -635 -2%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$13.8M 30,575 -44,501 -59%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$13.2M 28,931 +1,066 +4%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$12.9M 28,394 -1,469 -5%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$12.9M 28,364 -2,855 -9%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$12.5M 27,472 -223 -0.8%
PCM
95
Prana Capital Management
Connecticut
$12.5M 27,458 +25,647 +1,416%
P
96
&Partners
Tennessee
$12M 26,838 -902 -3%
FGP
97
Freestone Grove Partners
California
$12M 26,428 +25,624 +3,187%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$12M 26,418 -450 -2%
Aviva
99
Aviva
United Kingdom
$11.9M 26,218 +3,296 +14%
CF
100
Canoe Financial
Alberta, Canada
$11.9M 26,155 +500 +2%
2 3
4
5 6