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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B 4,795,354 +137,874 +3%
BlackRock
2
BlackRock
New York
$1.6B 3,516,507 +30,388 +0.9%
BAMCO Inc
3
BAMCO Inc
New York
$1.02B 2,248,026 -107,585 -5%
Morgan Stanley
4
Morgan Stanley
New York
$886M 1,948,806 +166,460 +9%
State Street
5
State Street
Massachusetts
$874M 1,922,015 -24,785 -1%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$675M 1,484,152 -18,172 -1%
Wells Fargo
7
Wells Fargo
California
$631M 1,386,900 -24,955 -2%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$542M 1,191,949 -18,933 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$515M 1,135,221 +38,629 +4%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$489M 1,075,653 -162,869 -13%
Bank of America
11
Bank of America
North Carolina
$247M 544,166 +2,905 +0.5%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$240M 528,045 +22,458 +4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$230M 505,761 +4,693 +0.9%
Invesco
14
Invesco
Georgia
$223M 490,698 +34,549 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$213M 468,372 +533 +0.1%
Northern Trust
16
Northern Trust
Illinois
$184M 405,616 +7,436 +2%
Charles Schwab
17
Charles Schwab
California
$180M 396,173 +13,739 +4%
ProShare Advisors
18
ProShare Advisors
Maryland
$169M 372,308 +363,759 +4,255%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$161M 357,113 +16,619 +5%
PAM
20
PineStone Asset Management
Quebec, Canada
$159M 349,578 +56,490 +19%
Amundi
21
Amundi
France
$155M 353,945 -16,097 -4%
CIP
22
Champlain Investment Partners
Vermont
$140M 307,297 -24,910 -7%
UBS AM
23
UBS AM
Illinois
$137M 301,336 +3,514 +1%
BTW
24
Boston Trust Walden
Massachusetts
$135M 297,070 -4,544 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$134M 295,009 +9,213 +3%
1
2 3 4 5