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 %
ST
201
Somerset Trust
Pennsylvania
$3.97M 8,735 +322 +4%
CNB
202
Czech National Bank
Czech Republic
$3.97M 8,734 +497 +6%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.95M 8,697 +619 +8%
BCM
204
Birch Capital Management
Texas
$3.91M 8,611 +25 +0.3%
Brown Advisory
205
Brown Advisory
Maryland
$3.91M 8,606 -39 -0.5%
SI
206
Stephens Inc
Arkansas
$3.9M 8,578 -127 -1%
VanEck Associates
207
VanEck Associates
New York
$3.85M 8,465 +198 +2%
LA
208
LBP AM
France
$3.84M 8,442 +265 +3%
IIM
209
INTECH Investment Management
Florida
$3.82M 8,404 +617 +8%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.77M 8,298 +800 +11%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$3.72M 8,173 -52 -0.6%
EAM
212
Eukles Asset Management
Ohio
$3.66M 8,053 +229 +3%
LTAS
213
Linden Thomas Advisory Services
North Carolina
$3.64M 8,017 +126 +2%
AB
214
Amalgamated Bank
New York
$3.63M 7,973 +37 +0.5%
SM
215
Sciencast Management
New Jersey
$3.52M 7,737 +2,267 +41%
ETC
216
Exchange Traded Concepts
Oklahoma
$3.5M 7,690 +7,563 +5,955%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$3.4M 7,476 +1,315 +21%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$3.31M 7,276 -67,283 -90%
BCIM
219
British Columbia Investment Management
British Columbia, Canada
$3.31M 7,273 -11 -0.2%
PA
220
Procyon Advisors
Connecticut
$3.25M 7,146 +344 +5%
PFS
221
Prospera Financial Services
Texas
$3.19M 7,009 -26 -0.4%
II
222
IFM Investors
Australia
$3.17M 6,965 – –
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$3.11M 6,836 -2,292 -25%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.09M 6,800 – –
TC
225
Tsai Capital
New York
$3.05M 6,714 +94 +1%
7 8
9
10 11