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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
William Blair & Company
326
William Blair & Company
Illinois
$521K +$21.8K +589 +5%
MWPCG
327
Measured Wealth Private Client Group
New Hampshire
$520K -$20.4K -552 -4%
IWC
328
Integrated Wealth Concepts
Massachusetts
$520K -$53.9K -1,457 -10%
LAM
329
Lingohr Asset Management
Germany
$517K +$495K +13,379 New
KNW
330
Kesler Norman & Wride
Utah
$517K +$18.9K +511 +4%
PPW
331
Parcion Private Wealth
Washington
$512K -$7.03K -190 -1%
SC
332
Savant Capital
Illinois
$509K -$14.7K -397 -3%
TLFA
333
True Link Financial Advisors
California
$490K
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$488K +$9.85K +266 +2%
Allspring Global Investments
335
Allspring Global Investments
North Carolina
$475K -$112K -3,036 -20%
SI
336
Stephens Inc
Arkansas
$472K -$66.8K -1,804 -13%
Lazard Asset Management
337
Lazard Asset Management
New York
$460K +$83.9K +2,266 +23%
AA
338
ALPS Advisors
Colorado
$459K
CCM
339
Coldstream Capital Management
Washington
$459K -$37.3K -1,009 -8%
JIC
340
Johnson Investment Counsel
Ohio
$455K
HAIM
341
Hunter Associates Investment Management
Pennsylvania
$453K
SI
342
Sapience Investments
California
$453K -$135K -3,650 -24%
VWM
343
Venturi Wealth Management
Texas
$452K +$436K +11,773 New
AA
344
Ancora Advisors
Ohio
$449K -$175K -4,728 -29%
LBC
345
Lowe Brockenbrough & Co
Virginia
$426K -$4.92K -133 -1%
AWM
346
Avior Wealth Management
Nebraska
$422K -$35.5K -958 -8%
RWM
347
Ritholtz Wealth Management
New York
$417K +$179K +4,842 +81%
GC
348
Guggenheim Capital
Illinois
$416K +$50.2K +1,356 +14%
AF
349
Allworth Financial
California
$410K +$121K +3,273 +55%
GRP
350
Global Retirement Partners
California
$409K -$4.52K -122 -1%

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.