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Fair Isaac
FICO

Overview Fund Activity

998 hedge funds and large institutions have $38.7B invested in Fair Isaac in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 347 increasing their positions, 352 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+45
Holders Change %
+4.72%
% of All Funds
13.39%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
153
Increased
347
Reduced
352
Closed
94
Calls
$528M
Puts
$727M
Net Calls
-$199M
Net Calls Change
-$332M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
$613M
2
BlackRock
BlackRock
New York
$4.63B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.68B
4
Brown Advisory
Brown Advisory
Maryland
$182M
5
Capital World Investors
Capital World Investors
California
$152M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$15.1M
2
Millennium Management
Millennium Management
New York
$18.6M
3
AA
AF Advisors
California
$256M
4
Squarepoint
Squarepoint
New York
$6.45M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
801
Annex Advisory Services
Wisconsin
$245K – – –
OC
802
Oarsman Capital
Wisconsin
$245K +$245K +134 New
TSMHT
803
Thurston Springer Miller Herd & Titak
Indiana
$245K +$34.7K +19 +17%
BWM
804
Baron Wealth Management
Michigan
$243K -$27.4K -15 -10%
PP
805
PDS Planning
Ohio
$243K +$21.9K +12 +10%
MPCG
806
Matrix Private Capital Group
New York
$241K -$322K -176 -57%
PCM
807
Penserra Capital Management
California
$240K +$27.3K +15 +13%
AWM
808
Angeles Wealth Management
California
$239K +$239K +131 New
GKIM
809
GW&K Investment Management
Massachusetts
$238K +$1.83K +1 +0.8%
SCI
810
S&CO Inc
Massachusetts
$237K +$237K +130 New
CFG
811
Citizens Financial Group
Rhode Island
$234K +$29.2K +16 +14%
GWMR
812
GC Wealth Management RIA
Massachusetts
$232K +$232K +127 New
UF
813
Univest Financial
Pennsylvania
$232K – – –
CCM
814
Crew Capital Management
Ohio
$227K -$685K -375 -75%
TWM
815
Thrive Wealth Management
Pennsylvania
$227K +$18.3K +10 +9%
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$227K +$227K +124 New
MAM
817
Milestone Asset Management
Pennsylvania
$225K +$225K +123 New
PCS
818
Personal CFO Solutions
New Jersey
$225K +$225K +123 New
DC
819
Diametric Capital
Massachusetts
$225K +$225K +123 New
PFM
820
Patton Fund Management
Texas
$223K +$223K +122 New
NG
821
Novem Group
New York
$221K -$18.3K -10 -8%
PWM
822
Perigon Wealth Management
California
$219K -$80.4K -44 -27%
KP
823
Keel Point
Alabama
$219K +$219K +120 New
CA
824
Commerzbank Aktiengesellschaft
Germany
$218K – – –
GEM
825
Global Endowment Management
North Carolina
$218K -$5.48K -3 -2%
31 32
33
34 35