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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 %
BAM
401
Belpointe Asset Management
Nevada
$262K +$262K +8,079 New
BJL
402
Brighton Jones LLC
Washington
$260K +$260K +6,768 New
DWA
403
Douglass Winthrop Advisors
New York
$257K – – –
AT
404
American Trust
Kentucky
$257K -$10.8K -281 -4%
WWM
405
Whalen Wealth Management
Nevada
$256K +$256K +6,670 New
IFS
406
Ifrah Financial Services
Arkansas
$250K -$12.2K -319 -5%
PS
407
Principal Securities
Iowa
$249K +$33K +860 +15%
GI
408
GAMCO Investors
Connecticut
$248K – – –
VA
409
Vident Advisory
Georgia
$247K +$247K +6,439 New
GM
410
GeoWealth Management
Illinois
$245K +$218K +5,667 +798%
UCI
411
Uncommon Cents Investing
Wisconsin
$243K – – –
IIC
412
Integrated Investment Consultants
Michigan
$241K – – –
ONB
413
Old National Bancorp
Indiana
$240K -$48.2K -1,256 -17%
FFA
414
Farther Finance Advisors
California
$236K +$135K +3,506 +133%
FIA
415
Foundations Investment Advisors
Arizona
$233K -$54.3K -1,415 -19%
CG
416
Caprock Group
Idaho
$229K +$229K +5,960 New
TSWM
417
Triangle Securities Wealth Management
North Carolina
$228K +$228K +5,929 New
MA
418
MONECO Advisors
Connecticut
$227K +$227K +5,906 New
DC
419
Davenport & Co
Virginia
$220K +$220K +5,730 New
HWM
420
HB Wealth Management
Georgia
$220K +$220K +5,722 New
SMH
421
Sanders Morris Harris
Texas
$219K +$219K +5,600 New
QFA
422
Quantum Financial Advisors
California
$217K -$25.7K -669 -11%
SWP
423
Stratos Wealth Partners
Ohio
$215K +$215K +5,600 New
TWP
424
Tower Wealth Partners
Pennsylvania
$213K +$213K +5,541 New
CFO
425
Callan Family Office
Pennsylvania
$212K +$212K +5,529 New
15 16
17
18 19