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Flex
FLEX

Overview Fund Activity

567 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, 162 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+70
Holders Change %
+14.08%
% of All Funds
7.55%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
122
Increased
162
Reduced
195
Closed
46
Calls
$80.1M
Puts
$22.5M
Net Calls
+$57.6M
Net Calls Change
+$2.58M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.25B
2
State Street
2
State Street
Massachusetts
$340M
3
Jane Street
3
Jane Street
New York
$115M
4
Invesco
4
Invesco
Georgia
$207M
5
UBS Group
5
UBS Group
Switzerland
$91.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$796M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.12B
3
Primecap Management
3
Primecap Management
California
$1.5B
4
Bank of America
4
Bank of America
North Carolina
$291M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$428M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
326
Integrated Wealth Concepts
Massachusetts
$520K -$55.9K -1,457 -10%
LAM
327
Lingohr Asset Management
Germany
$517K +$517K +13,379 New
KNW
328
Kesler Norman & Wride
Utah
$517K +$19.6K +511 +4%
PPW
329
Parcion Private Wealth
Washington
$512K -$7.29K -190 -1%
SC
330
Savant Capital
Illinois
$509K -$15.2K -397 -3%
TLFA
331
True Link Financial Advisors
California
$490K – – –
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$488K +$10.2K +266 +2%
Allspring Global Investments
333
Allspring Global Investments
North Carolina
$475K -$117K -3,036 -20%
SI
334
Stephens Inc
Arkansas
$472K -$69.3K -1,804 -13%
Lazard Asset Management
335
Lazard Asset Management
New York
$460K +$86.8K +2,266 +23%
AA
336
ALPS Advisors
Colorado
$459K – – –
CCM
337
Coldstream Capital Management
Washington
$459K -$38.7K -1,009 -8%
JIC
338
Johnson Investment Counsel
Ohio
$455K – – –
HAIM
339
Hunter Associates Investment Management
Pennsylvania
$453K – – –
SI
340
Sapience Investments
California
$453K -$140K -3,650 -24%
VWM
341
Venturi Wealth Management
Texas
$452K +$452K +11,773 New
AA
342
Ancora Advisors
Ohio
$449K -$182K -4,728 -29%
LBC
343
Lowe Brockenbrough & Co
Virginia
$426K -$5.11K -133 -1%
AWM
344
Avior Wealth Management
Nebraska
$422K -$36.8K -958 -8%
RWM
345
Ritholtz Wealth Management
New York
$417K +$186K +4,842 +81%
GC
346
Guggenheim Capital
Illinois
$416K +$52.1K +1,356 +14%
AF
347
Allworth Financial
California
$410K +$146K +3,273 +55%
GRP
348
Global Retirement Partners
California
$409K -$4.68K -122 -1%
OIA
349
OneDigital Investment Advisors
Kansas
$408K -$57.3K -1,493 -12%
BCG
350
BayBridge Capital Group
California
$406K +$406K +10,568 New
12 13
14
15 16