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Factset

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
JA
176
JLB & Associates
Michigan
$4.81M
RFC
177
Regions Financial Corp
Alabama
$4.76M
JIM
178
Jensen Investment Management
Oregon
$4.65M
PMWMG
179
Parr McKnight Wealth Management Group
Minnesota
$4.6M
CAC
180
Core Alternative Capital
Georgia
$4.51M
M&T Bank
181
M&T Bank
New York
$4.48M
Osaic Holdings
182
Osaic Holdings
Arizona
$4.46M
MIM
183
MetLife Investment Management
New Jersey
$4.38M
SFG
184
Stonebridge Financial Group
Pennsylvania
$4.33M
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$4.33M
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$4.32M
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$4.25M
Fisher Asset Management
188
Fisher Asset Management
Washington
$4.17M
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.16M
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$4.16M
CNB
191
Czech National Bank
Czech Republic
$4.15M
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$4.06M
US Bancorp
193
US Bancorp
Minnesota
$4.05M
Acadian Asset Management
194
Acadian Asset Management
Massachusetts
$4M
TAF
195
Tredje AP-fonden
Sweden
$3.9M
CFO
196
Callan Family Office
Pennsylvania
$3.9M
AAM
197
Azzad Asset Management
Virginia
$3.89M
ST
198
Somerset Trust
Pennsylvania
$3.89M
BCM
199
Birch Capital Management
Texas
$3.82M
Brown Advisory
200
Brown Advisory
Maryland
$3.8M