Factset
FDS
767 hedge funds and large institutions have $9.22B invested in Factset in 2026 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 275 increasing their positions, 245 reducing their positions, and 92 closing their positions.
51% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 92
12% more capital invested
Capital invested by funds: $8.21B → $9.22B (+$1.01B)
12% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 245
8.02% more ownership
Funds ownership: 101.97% → 109.99% (+8%)
6% more funds holding
Funds holding: 725 → 767 (+42)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
16% less call options, than puts
Call options by funds: $58.5M | Put options by funds: $69.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$314M |
| 2 |
BAMCO Inc
New York
|
+$102M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$80.5M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$69.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$89.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$89M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$84.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$74.3M |
| 5 |
Two Sigma Investments
New York
|
-$59.3M |
FDS Hedge Fund Activity: Q2 2026 in Review
767 of the 8,348 institutional investors tracked by Wall St. Rank reported a position in Factset (FDS) for Q2 2026, worth a combined $9.22B — up 12% from $8.21B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new FDS positions and 92 closed out — a net gain of 47 holders — while 275 added to existing stakes and 245 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $314M. The largest seller was Bank of Montreal, cutting an estimated $89.6M.
- 767 institutional investors held Factset (FDS) as of Q2 2026, up from 725 in Q1 2026.
- Funds reported $9.22B of Factset stock for Q2 2026, up 12% quarter-over-quarter.
- 139 funds opened new Factset positions in Q2 2026 and 92 closed out, a net change of +47 holders.
- The largest Factset buyer in Q2 2026 was AQR Capital Management, an estimated $314M added.
- The largest Factset seller in Q2 2026 was Bank of Montreal, an estimated $89.6M sold.
Based on aggregated 13F filings for Q2 2026.