Factset
837 hedge funds and large institutions have $15.9B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 289 increasing their positions, 287 reducing their positions, and 80 closing their positions.
19% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 80
14% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $25.7M
2% more capital inflows, than outflows
Capital inflows: $894M | Capital outflows: $873M
1% more funds holding
Funds holding: 829 → 837 (+8)
1% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 287
0.63% more ownership
Funds ownership: 93.71% → 94.35% (+0.63%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$187M |
| 2 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
+$132M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$84.3M |
| 4 |
PFG Advisors
Phoenix,
Arizona
|
+$82.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$102M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$100M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$94.9M |
| 4 |
BlackRock
New York
|
-$66.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$58.8M |
FDS Hedge Fund Activity: Q2 2025 in Review
837 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2025, worth a combined $15.9B — down 2% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new FDS positions and 80 closed out — a net gain of 15 holders — while 289 added to existing stakes and 287 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $187M. The largest seller was Amundi, cutting an estimated $102M.
- 837 institutional investors held Factset (FDS) as of Q2 2025, up from 829 in Q1 2025.
- Funds reported $15.9B of Factset stock for Q2 2025, down 2% quarter-over-quarter.
- 95 funds opened new Factset positions in Q2 2025 and 80 closed out, a net change of +15 holders.
- The largest Factset buyer in Q2 2025 was Morgan Stanley, an estimated $187M added.
- The largest Factset seller in Q2 2025 was Amundi, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2025.