FDS icon

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 %
GIA
176
GHP Investment Advisors
Colorado
$4.96M 10,906 +10,878 +38,850%
WTC
177
WhitTier Trust Company
Nevada
$4.92M 10,828 +447 +4%
FAF
178
Fjarde Ap-fonden
Sweden
$4.88M 10,739 -1,900 -15%
RFC
179
Regions Financial Corp
Alabama
$4.83M 10,616 -115 -1%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81M 10,583 +1,207 +13%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$4.8M 10,559 -266 -2%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$4.78M 10,515 +4,809 +84%
MIM
183
MetLife Investment Management
New Jersey
$4.76M 10,464 -187 -2%
JIM
184
Jensen Investment Management
Oregon
$4.73M 10,400 -1,600 -13%
PMWMG
185
Parr McKnight Wealth Management Group
Minnesota
$4.64M 10,214 +201 +2%
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.63M 10,193 +328 +3%
M&T Bank
187
M&T Bank
New York
$4.62M 10,160 -1,738 -15%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$4.57M 10,051 – –
Fisher Asset Management
189
Fisher Asset Management
Washington
$4.55M 9,997 -37,786 -79%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$4.48M 9,861 -474 -5%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$4.34M 9,544 +873 +10%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$4.33M 9,704 -51 -0.5%
US Bancorp
193
US Bancorp
Minnesota
$4.32M 9,510 -3,049 -24%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$4.31M 9,485 +99 +1%
SFG
195
Stonebridge Financial Group
Pennsylvania
$4.29M 9,430 +276 +3%
CF
196
Corebridge Financial
Texas
$4.15M 9,127 -307 -3%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$4.15M 9,117 +268 +3%
CIP
198
Capital Insight Partners
Arizona
$4.06M 8,935 -519 -5%
Two Sigma Advisers
199
Two Sigma Advisers
New York
$4.05M 8,900 +8,900 New
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
$3.99M 8,783 -14,965 -63%
6 7
8
9 10