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Fair Isaac
FICO

Overview Fund Activity

953 hedge funds and large institutions have $38.7B invested in Fair Isaac in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 372 increasing their positions, 343 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-35
Holders Change %
-3.54%
% of All Funds
12.94%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.3%
New
103
Increased
372
Reduced
343
Closed
120
Calls
$429M
Puts
$296M
Net Calls
+$133M
Net Calls Change
-$34.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$370M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$197M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$156M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$142M
5
UBS AM
UBS AM
Illinois
+$134M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$254M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$252M
3
BlackRock
BlackRock
New York
-$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
5
SM
SCGE Management
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
726
WestHill Financial Advisors
California
$302K – – –
PWM
727
Perigon Wealth Management
California
$302K +$62.7K +34 +26%
MAWA
728
Moss Adams Wealth Advisors
Washington
$301K +$9.22K +5 +3%
SWP
729
Sagespring Wealth Partners
Tennessee
$301K +$51.6K +28 +21%
MMPW
730
Mitchell McLeod Pugh & Williams
Alabama
$297K +$1.84K +1 +0.6%
OAM
731
Occidental Asset Management
California
$297K +$297K +161 New
TPI
732
Trust Point Inc
Wisconsin
$293K -$60.9K -33 -17%
WIA
733
World Investment Advisors
California
$291K -$35K -19 -11%
ORG
734
Optimist Retirement Group
Washington
$291K +$62.7K +34 +27%
AWA
735
Arete Wealth Advisors
Illinois
$288K -$29.5K -16 -9%
BTI
736
Blue Trust Inc
Georgia
$288K -$1.84K -1 -0.6%
SIA
737
SeaBridge Investment Advisors
New Jersey
$288K – – –
AFG
738
ABLE Financial Group
Arizona
$286K – – –
IWM
739
IHT Wealth Management
Illinois
$286K -$11.1K -6 -4%
QI
740
Qtron Investments
Massachusetts
$282K – – –
SN
741
Sittner & Nelson
Oregon
$278K – – –
RBI
742
Raiffeisen Bank International
Austria
$277K +$20.2K +11 +8%
OCPWS
743
One Charles Private Wealth Services
Massachusetts
$277K -$31.4K -17 -10%
SHGA
744
Sand Hill Global Advisors
California
$277K -$5.53K -3 -2%
CCP
745
Clarkston Capital Partners
Michigan
$277K – – –
CHAM
746
Clear Harbor Asset Management
Connecticut
$275K – – –
GKFF
747
George Kaiser Family Foundation
Oklahoma
$275K +$275K +149 New
BWM
748
Baron Wealth Management
Michigan
$273K -$5.53K -3 -2%
AWA
749
Amplius Wealth Advisors
Pennsylvania
$273K -$3.69K -2 -1%
AWM
750
Aprio Wealth Management
Georgia
$271K – – –
28 29
30
31 32