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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
IA
401
IFP Advisors
Florida
$263K -$4.48K -121 -2%
CNB
402
Camden National Bank
Maine
$263K -$16.9K -457 -6%
BAM
403
Belpointe Asset Management
Nevada
$262K +$299K +8,079 New
BJL
404
Brighton Jones LLC
Washington
$260K +$251K +6,768 New
DWA
405
Douglass Winthrop Advisors
New York
$257K
AT
406
American Trust
Kentucky
$257K -$10.4K -281 -4%
WWM
407
Whalen Wealth Management
Nevada
$256K +$247K +6,670 New
IFS
408
Ifrah Financial Services
Arkansas
$250K -$11.8K -319 -5%
PS
409
Principal Securities
Iowa
$249K +$31.8K +860 +15%
GI
410
GAMCO Investors
Connecticut
$248K
VA
411
Vident Advisory
Georgia
$247K +$238K +6,439 New
GM
412
GeoWealth Management
Illinois
$245K +$210K +5,667 +798%
UCI
413
Uncommon Cents Investing
Wisconsin
$243K
IIC
414
Integrated Investment Consultants
Michigan
$241K
ONB
415
Old National Bancorp
Indiana
$240K -$46.5K -1,256 -17%
FFA
416
Farther Finance Advisors
California
$236K +$130K +3,506 +133%
FIA
417
Foundations Investment Advisors
Arizona
$233K -$52.4K -1,415 -19%
CG
418
Caprock Group
Idaho
$229K +$221K +5,960 New
TSWM
419
Triangle Securities Wealth Management
North Carolina
$228K +$219K +5,929 New
MA
420
MONECO Advisors
Connecticut
$227K +$219K +5,906 New
SLAM
421
Swiss Life Asset Management
$221K +$214K +5,777 New
DC
422
Davenport & Co
Virginia
$220K +$212K +5,730 New
HWM
423
HB Wealth Management
Georgia
$220K +$212K +5,722 New
SMH
424
Sanders Morris Harris
Texas
$219K +$207K +5,600 New
QFA
425
Quantum Financial Advisors
California
$217K -$24.8K -669 -11%

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.