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Fair Isaac
FICO

966 hedge funds and large institutions have $39.2B invested in Fair Isaac in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 374 increasing their positions, 352 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $429M | Put options by funds: $296M

10% more funds holding in top 10

Funds holding in top 10: 20 → 22 (+2)

6% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 352

0.96% more ownership

Funds ownership: 86.22% → 87.17% (+0.96%)

3% less funds holding

Funds holding: 1,001 → 966 (-35)

8% less capital invested

Capital invested by funds: $42.5B → $39.2B (-$3.22B)

17% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 120

Holders
966
Holders Change
-35
Holders Change %
-3.5%
% of All Funds
12.95%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.3%
New
100
Increased
374
Reduced
352
Closed
120
Calls
$429M
Puts
$296M
Net Calls
+$133M
Net Calls Change
-$34.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$372M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$198M
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
-$255M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$253M
3
BlackRock
BlackRock
New York
-$249M
4
JP Morgan Chase
JP Morgan Chase
New York
-$182M
5
SM
SCGE Management
California
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
851
Towarzystwo Funduszy Inwestycyjnych PZU SA
$92.2K – – –
BCM
852
Berbice Capital Management
New York
$92.2K +$55.6K +30 +150%
NC
853
North Capital
Utah
$92.2K +$92.6K +50 New
FHA
854
First Horizon Advisors
Tennessee
$90.4K +$31.5K +17 +53%
HCP
855
Hexagon Capital Partners
Arkansas
$84.8K – – –
HWM
856
Hemington Wealth Management
Virginia
$82K +$20.4K +11 +32%
WTA
857
Washington Trust Advisors
Massachusetts
$80.6K +$33.3K +18 +69%
PC
858
Promus Capital
Illinois
$77.5K – – –
CWC
859
Carolinas Wealth Consulting
North Carolina
$77.5K +$37K +20 +91%
CVM
860
Cheviot Value Management
California
$70.7K +$63K +34 New
KFI
861
Key Financial Inc
Pennsylvania
$70.1K – – –
GSWM
862
Golden State Wealth Management
California
$68.2K – – –
OIAM
863
OFI Invest Asset Management
France
$59.8K +$24.1K +13 +59%
TWC
864
TD Waterhouse Canada
Ontario, Canada
$57.9K -$1.85K -1 -3%
APW
865
Aventura Private Wealth
Florida
$55.3K – – –
AssetMark Inc
866
AssetMark Inc
California
$53.5K -$139K -75 -72%
WA
867
Whipplewood Advisors
Colorado
$53.5K -$146K -79 -71%
CIAM
868
Caitong International Asset Management
Hong Kong
$51.6K -$170K -92 -77%
CAL
869
Capital Analysts LLC
Pennsylvania
$50K – – –
PTC
870
Private Trust Company
Ohio
$49.8K -$209K -113 -81%
CWP
871
Clark Wealth Partners
Illinois
$47.9K – – –
HCM
872
Hollencrest Capital Management
California
$47.9K +$42.6K +23 +767%
ACA
873
Atlas Capital Advisors
Wyoming
$46.1K – – –
CSC
874
Caldwell Sutter Capital
California
$46.1K – – –
MFC
875
Mechanics Financial Corp
Ohio
$46.1K +$46.3K +25 New
33 34
35
36 37

FICO Hedge Fund Activity: Q1 2025 in Review

966 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fair Isaac (FICO) for Q1 2025, worth a combined $39.2B — down 7.6% from $42.5B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of FICO and 100 opened new positions — a net loss of 20 holders — while 352 trimmed existing stakes and 374 added.

The largest buyer was Citadel Advisors, adding an estimated $372M. The largest seller was Jennison Associates, cutting an estimated $255M.

  • 966 institutional investors held Fair Isaac (FICO) as of Q1 2025, down from 1,001 in Q4 2024.
  • Funds reported $39.2B of Fair Isaac stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 100 funds opened new Fair Isaac positions in Q1 2025 and 120 closed out, a net change of -20 holders.
  • The largest Fair Isaac buyer in Q1 2025 was Citadel Advisors, an estimated $372M added.
  • The largest Fair Isaac seller in Q1 2025 was Jennison Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2025.