645 hedge funds and large institutions have $18.8B invested in Flex in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 205 increasing their positions, 219 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 580645 (+65)

4.53% more ownership

Funds ownership: 96.35%100.87% (+4.5%)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 219

Holders
645
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$44.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$803K
SIC
327
Samalin Investment Counsel
New York
$790K
MWPCG
328
Measured Wealth Private Client Group
New Hampshire
$782K
CB
329
Commerce Bank
Missouri
$774K
VC
330
Veracity Capital
Georgia
$770K
OWA
331
One Wealth Advisors
California
$760K
FFA
332
Farther Finance Advisors
California
$759K
CWM
333
Congress Wealth Management
Massachusetts
$744K
FFM
334
Forum Financial Management
Illinois
$742K
CP
335
CenterBook Partners
Connecticut
$741K
ET
336
Entropy Technologies
New York
$736K
APP
337
Avantax Planning Partners
Iowa
$728K
Wolverine Trading
338
Wolverine Trading
Illinois
$723K
FIM
339
Freedom Investment Management
Connecticut
$722K
SC
340
SummitTX Capital
Texas
$721K
LNWWM
341
Laird Norton Wetherby Wealth Management
California
$711K
QCM
342
Quantinno Capital Management
New York
$707K
ATPW
343
Ashton Thomas Private Wealth
Arizona
$701K
PP
344
Prudential plc
United Kingdom
$699K
PPW
345
Parcion Private Wealth
Washington
$695K
HAG
346
HighPoint Advisor Group
Illinois
$689K
RWM
347
Ritholtz Wealth Management
New York
$681K
SCM
348
Shelton Capital Management
Colorado
$678K
NL
349
NKCFO LLC
Illinois
$674K
LAM
350
Lingohr Asset Management
Germany
$672K