Factset
725 hedge funds and large institutions have $8.21B invested in Factset in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 269 increasing their positions, 256 reducing their positions, and 166 closing their positions.
49% more call options, than puts
Call options by funds: $101M | Put options by funds: $67.8M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.67% more ownership
Funds ownership: 97.3% → 101.97% (+4.7%)
5% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 256
9% less funds holding
Funds holding: 797 → 725 (-72)
22% less capital invested
Capital invested by funds: $10.6B → $8.21B (-$2.35B)
36% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$203M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$82.9M |
| 3 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
+$67.1M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$52.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$142M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$117M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$99.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$92.8M |
| 5 |
BlackRock
New York
|
-$48.1M |
FDS Hedge Fund Activity: Q1 2026 in Review
725 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q1 2026, worth a combined $8.21B — down 22% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 166 funds closed out of FDS and 106 opened new positions — a net loss of 60 holders — while 256 trimmed existing stakes and 269 added.
The largest buyer was BAMCO Inc, adding an estimated $203M. The largest seller was Citadel Advisors, cutting an estimated $142M.
- 725 institutional investors held Factset (FDS) as of Q1 2026, down from 797 in Q4 2025.
- Funds reported $8.21B of Factset stock for Q1 2026, down 22% quarter-over-quarter.
- 106 funds opened new Factset positions in Q1 2026 and 166 closed out, a net change of -60 holders.
- The largest Factset buyer in Q1 2026 was BAMCO Inc, an estimated $203M added.
- The largest Factset seller in Q1 2026 was Citadel Advisors, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2026.