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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 %
WDA
101
Wendell David Associates
New Hampshire
$11.7M 25,767 -4,210 -14%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$11.7M 25,739 +609 +2%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$11.6M 25,488 +13,240 +108%
AQR Capital Management
104
AQR Capital Management
Connecticut
$11.3M 25,022 -3,425 -12%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$11.2M 24,627 -13,300 -35%
APG Asset Management
106
APG Asset Management
Netherlands
$11.1M 26,300 -200 -0.8%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M 24,020 -371 -2%
Pictet Asset Management
108
Pictet Asset Management
Switzerland
$10.8M 23,720 +864 +4%
IP
109
Interval Partners
New York
$10.6M 23,369 +3,007 +15%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$10.4M 22,983 -1,703 -7%
TD Asset Management
111
TD Asset Management
Ontario, Canada
$10.3M 22,732 -26 -0.1%
Franklin Resources
112
Franklin Resources
California
$10.2M 22,328 +1,560 +8%
KCM
113
Kennedy Capital Management
Missouri
$10.1M 22,241 -1,870 -8%
Truist Financial
114
Truist Financial
North Carolina
$10.1M 22,199 -906 -4%
Victory Capital Management
115
Victory Capital Management
Texas
$9.98M 21,957 -4,992 -19%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$9.24M 20,320 +9 +0%
WT
117
Whittier Trust
California
$9.22M 20,283 +721 +4%
Prudential Financial
118
Prudential Financial
New Jersey
$9.08M 19,969 -149 -0.7%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$8.95M 19,679 -112 -0.6%
MCM
120
Mattern Capital Management
Colorado
$8.93M 19,642 +169 +0.9%
Canada Life
121
Canada Life
Manitoba, Canada
$8.91M 19,589 +1,364 +7%
JWM
122
JGP Wealth Management
Oregon
$8.41M 18,504 -2,309 -11%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$8.41M 18,732 -82 -0.4%
TC
124
TownSquare Capital
Utah
$8.34M 18,350 -7,021 -28%
LRPA
125
L. Roy Papp & Associates
Arizona
$8.32M 18,308 -545 -3%
3 4
5
6 7