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Flex
FLEX

Overview Fund Activity

638 hedge funds and large institutions have $18.8B invested in Flex in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 203 increasing their positions, 218 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+59
Holders Change %
+10.19%
% of All Funds
8.56%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
124
Increased
203
Reduced
218
Closed
54
Calls
$81.5M
Puts
$44.6M
Net Calls
+$36.9M
Net Calls Change
+$19.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.11B
2
State Street
2
State Street
Massachusetts
$612M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.28B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$358M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$315M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$4.34M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$1.12M
3
Primecap Management
3
Primecap Management
California
$1.68B
4
Fidelity International
4
Fidelity International
Bermuda
$99.3K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
326
Osaic Holdings
Arizona
$769K -$1.02M -26,123 -57%
OWA
327
One Wealth Advisors
California
$760K +$159K +3,184 +26%
FFA
328
Farther Finance Advisors
California
$759K +$13.3K +266 +2%
CWM
329
Congress Wealth Management
Massachusetts
$744K +$6.04K +121 +0.8%
FFM
330
Forum Financial Management
Illinois
$742K -$69.8K -1,399 -9%
CP
331
CenterBook Partners
Connecticut
$741K +$741K +14,839 New
ET
332
Entropy Technologies
New York
$736K +$736K +14,750 New
APP
333
Avantax Planning Partners
Iowa
$728K – – –
Wolverine Trading
334
Wolverine Trading
Illinois
$723K +$723K +14,501 New
FIM
335
Freedom Investment Management
Connecticut
$722K -$189K -3,787 -21%
SC
336
SummitTX Capital
Texas
$721K +$721K +14,443 New
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$711K +$711K +14,234 New
QCM
338
Quantinno Capital Management
New York
$707K +$172K +3,442 +32%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$701K -$1.71M -34,289 -71%
PP
340
Prudential plc
United Kingdom
$699K -$147K -2,943 -17%
PPW
341
Parcion Private Wealth
Washington
$695K +$28.8K +576 +4%
HAG
342
HighPoint Advisor Group
Illinois
$689K -$129K -2,583 -16%
RWM
343
Ritholtz Wealth Management
New York
$681K +$93.3K +1,868 +16%
SCM
344
Shelton Capital Management
Colorado
$678K -$26K -521 -4%
NL
345
NKCFO LLC
Illinois
$674K +$674K +13,500 New
LAM
346
Lingohr Asset Management
Germany
$672K -$7.85M -157,091 -92%
BC
347
Bayforest Capital
United Kingdom
$664K -$60.8K -1,218 -8%
AWS
348
Atria Wealth Solutions
New York
$650K +$650K +12,787 New
IAS
349
Insigneo Advisory Services
Florida
$647K -$175K -3,499 -21%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$638K +$314K +6,291 +97%
12 13
14
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