Factset
775 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 275 reducing their positions, and 151 closing their positions.
50% more capital inflows, than outflows
Capital inflows: $1.44B | Capital outflows: $961M
31% more call options, than puts
Call options by funds: $104M | Put options by funds: $78.9M
3.5% more ownership
Funds ownership: 94.35% → 97.85% (+3.5%)
0% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 275
7% less funds holding
Funds holding: 837 → 775 (-62)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
34% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$105M |
| 2 |
Two Sigma Investments
New York
|
+$100M |
| 3 |
Barclays
London,
United Kingdom
|
+$64M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$56.7M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$158M |
| 2 |
JP Morgan Chase
New York
|
-$107M |
| 3 |
Morgan Stanley
New York
|
-$78.6M |
| 4 |
PFG Advisors
Phoenix,
Arizona
|
-$71.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$45.8M |
FDS Hedge Fund Activity: Q3 2025 in Review
775 of the 7,650 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q3 2025, worth a combined $10.6B — down 33% from $15.9B a quarter earlier.
Sellers outnumbered buyers: 151 funds closed out of FDS and 99 opened new positions — a net loss of 52 holders — while 275 trimmed existing stakes and 274 added.
The largest buyer was Citadel Advisors, adding an estimated $105M. The largest seller was BAMCO Inc, cutting an estimated $158M.
- 775 institutional investors held Factset (FDS) as of Q3 2025, down from 837 in Q2 2025.
- Funds reported $10.6B of Factset stock for Q3 2025, down 33% quarter-over-quarter.
- 99 funds opened new Factset positions in Q3 2025 and 151 closed out, a net change of -52 holders.
- The largest Factset buyer in Q3 2025 was Citadel Advisors, an estimated $105M added.
- The largest Factset seller in Q3 2025 was BAMCO Inc, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2025.