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570 hedge funds and large institutions have $15.1B invested in Flex in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 163 increasing their positions, 197 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $22.5M

165% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 46

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

16% more capital invested

Capital invested by funds: $13B → $15.1B (+$2.08B)

14% more funds holding

Funds holding: 500570 (+70)

3.38% more ownership

Funds ownership: 98.13%101.51% (+3.4%)

17% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 197

Holders
570
Holders Change
+70
Holders Change %
+14%
% of All Funds
7.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
122
Increased
163
Reduced
197
Closed
46
Calls
$80.1M
Puts
$22.5M
Net Calls
+$57.6M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
276
Tower Research Capital (TRC)
New York
$858K -$360K -9,725 -30%
SIC
277
Samalin Investment Counsel
New York
$847K +$141K +3,801 +21%
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$816K +$123K +3,317 +18%
EI
279
Ethic Inc
New York
$811K +$782K +21,121 New
AWS
280
Atria Wealth Solutions
New York
$797K -$40.2K -1,086 -5%
PP
281
Prudential plc
United Kingdom
$792K +$41K +1,108 +6%
PTC
282
Petrus Trust Company
Texas
$791K -$114K -3,084 -13%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$782K +$128K +3,455 +20%
NSEDCP
284
NJ State Employees Deferred Compensation Plan
New Jersey
$768K
CW
285
CreativeOne Wealth
Kansas
$765K +$144K +3,879 +24%
CM
286
Caption Management
Oklahoma
$760K -$46.3K -1,250 -6%
AO
287
Advisor OS
Illinois
$759K +$408K +11,021 +126%
AG
288
Algert Global
California
$726K -$9.51M -257,030 -93%
First Trust Advisors
289
First Trust Advisors
Illinois
$723K -$5.83M -157,429 -89%
CM
290
CastleKnight Management
New York
$722K
FFM
291
Forum Financial Management
Illinois
$699K -$12.1K -327 -2%
AssetMark Inc
292
AssetMark Inc
California
$699K -$9.81K -265 -1%
P
293
&Partners
Tennessee
$698K -$7.66K -207 -1%
ProShare Advisors
294
ProShare Advisors
Maryland
$694K +$669K +18,071 New
MYIA
295
Mount Yale Investment Advisors
Colorado
$683K +$4.26K +115 +0.7%
First Eagle Investment Management
296
First Eagle Investment Management
New York
$668K +$59.2K +1,600 +10%
OBAM
297
ODDO BHF Asset Management
France
$667K -$135K -3,637 -17%
GAA
298
Green Alpha Advisors
Colorado
$667K -$85.8K -2,319 -12%
LSAG
299
Lake Street Advisors Group
New Hampshire
$661K -$592 -16 -0.1%
IAS
300
Insigneo Advisory Services
Florida
$661K -$99.5K -2,687 -14%

FLEX Hedge Fund Activity: Q4 2024 in Review

570 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2024, worth a combined $15.1B — up 16% from $13B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new FLEX positions and 46 closed out — a net gain of 76 holders — while 163 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $592M. The largest seller was Wellington Management Group, cutting an estimated $504M.

  • 570 institutional investors held Flex (FLEX) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $15.1B of Flex stock for Q4 2024, up 16% quarter-over-quarter.
  • 122 funds opened new Flex positions in Q4 2024 and 46 closed out, a net change of +76 holders.
  • The largest Flex buyer in Q4 2024 was BlackRock, an estimated $592M added.
  • The largest Flex seller in Q4 2024 was Wellington Management Group, an estimated $504M sold.

Based on aggregated 13F filings for Q4 2024.