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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
OIA
351
OneDigital Investment Advisors
Kansas
$408K -$55.3K -1,493 -12%
BCG
352
BayBridge Capital Group
California
$406K +$391K +10,568 New
CAM
353
Cresset Asset Management
Illinois
$404K -$18.1K -489 -4%
AFG
354
Atomi Financial Group
New York
$400K +$23.3K +630 +6%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$399K -$4.92K -133 -1%
WI
356
Wahed Invest
New York
$394K +$23K +621 +6%
BFO
357
Boston Family Office
Massachusetts
$392K
KAS
358
Kestra Advisory Services
Texas
$392K +$54.4K +1,471 +17%
CC
359
Centiva Capital
New York
$391K +$377K +10,179 New
VI
360
Versor Investments
New York
$388K +$374K +10,100 New
GCM
361
Graham Capital Management
Connecticut
$384K -$49.4K -1,334 -12%
GT
362
Greenleaf Trust
Michigan
$375K -$49.4K -1,334 -12%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$372K
NIA
364
NIA Impact Advisors
California
$372K
NWAG
365
Net Worth Advisory Group
Utah
$372K +$925 +25 +0.3%
CTC
366
Cetera Trust Company
Minnesota
$369K
OWA
367
One Wealth Advisors
California
$368K +$355K +9,579 New
MYAM
368
Meiji Yasuda Asset Management
Japan
$363K +$350K +9,463 New
S
369
SignatureFD
Georgia
$360K
CWM
370
Congress Wealth Management
Massachusetts
$354K -$5.63K -152 -2%
Ohio Public Employees Retirement System (OPERS)
371
Ohio Public Employees Retirement System (OPERS)
Ohio
$352K -$74.7K -2,018 -18%
CICI
372
Capital Investment Counsel Inc
North Carolina
$348K
MC
373
Maverick Capital
Texas
$343K +$331K +8,943 New
NW
374
NewEdge Wealth
Pennsylvania
$343K +$87.9K +2,375 +36%
AFG
375
Allegheny Financial Group
Pennsylvania
$343K -$370K -10,001 -53%

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.