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Factset

823 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, 282 increasing their positions, 282 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
823
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
98
Increased
282
Reduced
282
Closed
79
Calls
$29.2M
Puts
$25.7M
Net Calls
+$3.56M
Net Calls Change
-$9.57M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B +$13.3M +29,844 +0.6%
BlackRock
2
BlackRock
New York
$1.5B -$68.2M -152,506 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.06B +$191M +426,066 +22%
BAMCO Inc
4
BAMCO Inc
New York
$998M -$7.21M -16,110 -0.7%
State Street
5
State Street
Massachusetts
$867M +$6.96M +15,556 +0.8%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$675M +$10.7M +23,900 +2%
Wells Fargo
7
Wells Fargo
California
$614M -$6.14M -13,738 -1%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$533M +$306K +685 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$519M +$12.1M +27,035 +2%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$478M -$3.19M -7,134 -0.7%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$371M +$135M +301,129 +57%
Invesco
12
Invesco
Georgia
$306M +$86.1M +192,448 +39%
Bank of America
13
Bank of America
North Carolina
$237M -$6.78M -15,158 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$187M -$38.9M -87,021 -17%
Northern Trust
15
Northern Trust
Illinois
$181M +$75.1K +168 +0%
Charles Schwab
16
Charles Schwab
California
$179M +$1.9M +4,238 +1%
ProShare Advisors
17
ProShare Advisors
Maryland
$172M +$5.03M +11,235 +3%
PAM
18
PineStone Asset Management
Quebec, Canada
$170M +$13.8M +30,881 +9%
UBS AM
19
UBS AM
Illinois
$160M +$25.4M +56,861 +19%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$154M -$4.39M -9,893 -3%
CIP
21
Champlain Investment Partners
Vermont
$133M -$4.31M -9,635 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$133M +$1.18M +2,635 +0.9%
BTW
23
Boston Trust Walden
Massachusetts
$133M +$198K +442 +0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$128M +$7.38M +16,512 +6%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$119M +$2.3M +5,140 +2%