Factset
829 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, 274 increasing their positions, 301 reducing their positions, and 91 closing their positions.
321% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $4.09M
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.85% less ownership
Funds ownership: 94.56% → 93.71% (-0.85%)
7% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 91
9% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 301
2% less funds holding
Funds holding: 847 → 829 (-18)
14% less capital inflows, than outflows
Capital inflows: $870M | Capital outflows: $1.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$166M |
| 2 |
Morgan Stanley
New York
|
+$75.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62.8M |
| 4 |
Vest Financial
Mclean,
Virginia
|
+$52.5M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$154M |
| 2 |
Congress Asset Management
Boston,
Massachusetts
|
-$104M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$74.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$66.4M |
| 5 |
BAMCO Inc
New York
|
-$49M |
FDS Hedge Fund Activity: Q1 2025 in Review
829 of the 7,486 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2025, worth a combined $16.2B — down 6.1% from $17.2B a quarter earlier.
Sellers outnumbered buyers: 91 funds closed out of FDS and 85 opened new positions — a net loss of 6 holders — while 301 trimmed existing stakes and 274 added.
The largest buyer was ProShare Advisors, adding an estimated $166M. The largest seller was Massachusetts Financial Services, cutting an estimated $154M.
- 829 institutional investors held Factset (FDS) as of Q1 2025, down from 847 in Q4 2024.
- Funds reported $16.2B of Factset stock for Q1 2025, down 6.1% quarter-over-quarter.
- 85 funds opened new Factset positions in Q1 2025 and 91 closed out, a net change of -6 holders.
- The largest Factset buyer in Q1 2025 was ProShare Advisors, an estimated $166M added.
- The largest Factset seller in Q1 2025 was Massachusetts Financial Services, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2025.