Factset
795 hedge funds and large institutions have $10.6B invested in Factset in 2025 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 252 increasing their positions, 278 reducing their positions, and 130 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
70% more call options, than puts
Call options by funds: $129M | Put options by funds: $75.9M
30% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 130
3% more funds holding
Funds holding: 773 → 795 (+22)
0% less capital invested
Capital invested by funds: $10.6B → $10.6B (-$29.8M)
0.55% less ownership
Funds ownership: 97.84% → 97.3% (-0.55%)
9% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$300M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$194M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$159M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$136M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$294M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$290M |
| 3 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
-$224M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$134M |
| 5 |
BlackRock
New York
|
-$104M |
FDS Hedge Fund Activity: Q4 2025 in Review
795 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q4 2025, worth a combined $10.6B — down 0.28% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new FDS positions and 130 closed out — a net gain of 39 holders — while 252 added to existing stakes and 278 trimmed.
The largest buyer was BAMCO Inc, adding an estimated $300M. The largest seller was Morgan Stanley, cutting an estimated $294M.
- 795 institutional investors held Factset (FDS) as of Q4 2025, up from 773 in Q3 2025.
- Funds reported $10.6B of Factset stock for Q4 2025, down 0.28% quarter-over-quarter.
- 169 funds opened new Factset positions in Q4 2025 and 130 closed out, a net change of +39 holders.
- The largest Factset buyer in Q4 2025 was BAMCO Inc, an estimated $300M added.
- The largest Factset seller in Q4 2025 was Morgan Stanley, an estimated $294M sold.
Based on aggregated 13F filings for Q4 2025.