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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.3M
HBCM
77
Heron Bay Capital Management
Michigan
$16.2M
ROC
78
Running Oak Capital
Minnesota
$16.2M
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$15.8M
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$15.7M
SCM
81
Sone Capital Management
New York
$15.4M
Aberdeen Group
82
Aberdeen Group
United Kingdom
$15.3M
SOMRS
83
State of Michigan Retirement System
Michigan
$15M
Millennium Management
84
Millennium Management
New York
$15M
MGWM
85
Marks Group Wealth Management
Minnesota
$14.9M
IP
86
Interval Partners
New York
$14.9M
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$14.6M
Russell Investments Group
88
Russell Investments Group
United Kingdom
$14.5M
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$13.6M
BST
90
Bath Savings Trust
Maine
$13.4M
Franklin Resources
91
Franklin Resources
California
$13.2M
Baird Financial Group
92
Baird Financial Group
Wisconsin
$12.7M
P
93
&Partners
Tennessee
$12.6M
Aviva
94
Aviva
United Kingdom
$12.5M
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$11.9M
BNP Paribas Asset Management
96
BNP Paribas Asset Management
France
$11.2M
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$11M
CF
98
Canoe Financial
Alberta, Canada
$11M
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$11M
WDA
100
Wendell David Associates
New Hampshire
$10.9M