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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
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$3.78M
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.76M
Retirement Systems of Alabama
203
Retirement Systems of Alabama
Alabama
$3.64M
EAM
204
Eukles Asset Management
Ohio
$3.6M
LTAS
205
Linden Thomas Advisory Services
North Carolina
$3.54M
AB
206
Amalgamated Bank
New York
$3.53M
CWM
207
Congress Wealth Management
Massachusetts
$3.53M
CIP
208
Capital Insight Partners
Arizona
$3.52M
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.49M
SI
210
Stephens Inc
Arkansas
$3.44M
VanEck Associates
211
VanEck Associates
New York
$3.42M
PCP
212
Perbak Capital Partners
United Kingdom
$3.34M
X
213
Xponance
Pennsylvania
$3.32M
CBA
214
Coastal Bridge Advisors
Connecticut
$3.32M
II
215
IFM Investors
Australia
$3.25M
DnB Asset Management
216
DnB Asset Management
Norway
$3.13M
SG Americas Securities
217
SG Americas Securities
New York
$3.1M
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$3.07M
PFS
219
Prospera Financial Services
Texas
$3M
TC
220
Tsai Capital
New York
$2.99M
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$2.97M
STAS
222
Strong Tower Advisory Services
Minnesota
$2.95M
SAM
223
Shell Asset Management
Netherlands
$2.84M
Squarepoint
224
Squarepoint
New York
$2.84M
LA
225
LBP AM
France
$2.82M