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582 hedge funds and large institutions have $12.4B invested in Flex in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $31.7M | Put options by funds: $14.7M

37% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 59

2% more funds holding

Funds holding: 570582 (+12)

8% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 215

3.46% less ownership

Funds ownership: 101.51%98.04% (-3.5%)

18% less capital invested

Capital invested by funds: $15.1B → $12.4B (-$2.7B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
7.8%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
81
Increased
198
Reduced
215
Closed
59
Calls
$31.7M
Puts
$14.7M
Net Calls
+$17M
Net Calls Change
-$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$285K +$337K +8,604 New
FTWA
402
Fifth Third Wealth Advisors
Ohio
$278K +$1.45K +37 +0.4%
USCWA
403
U.S. Capital Wealth Advisors
Texas
$276K +$53.5K +1,365 +20%
ASN
404
Advisory Services Network
Georgia
$275K +$325K +8,303 New
AFG
405
Allegheny Financial Group
Pennsylvania
$272K -$26.9K -686 -8%
PA
406
Probity Advisors
Texas
$271K -$4.7K -120 -1%
Lido Advisors
407
Lido Advisors
California
$269K +$35.9K +917 +13%
BEI
408
Benjamin Edwards Inc
Missouri
$258K +$306K +7,806 New
ACM
409
Advisors Capital Management
New Jersey
$252K +$23.1K +589 +8%
PS
410
Principal Securities
Iowa
$249K
MWM
411
Modera Wealth Management
New Jersey
$249K -$9.09K -232 -3%
CWM
412
Challenger Wealth Management
California
$248K
MEG
413
Millstone Evans Group
Colorado
$248K
SFS
414
Sowell Financial Services
Arkansas
$246K +$292K +7,450 New
IA
415
IFP Advisors
Florida
$245K +$22.1K +563 +8%
DT
416
Diversified Trust
Tennessee
$237K -$588 -15 -0.2%
KAS
417
Kestra Advisory Services
Texas
$236K -$121K -3,084 -30%
CIM
418
Cambria Investment Management
California
$235K +$279K +7,109 New
HWM
419
HB Wealth Management
Georgia
$234K +$52.6K +1,343 +23%
NWAG
420
Net Worth Advisory Group
Utah
$233K -$103K -2,628 -27%
AWM
421
AE Wealth Management
Kansas
$233K +$276K +7,040 New
DC
422
Davenport & Co
Virginia
$229K +$47K +1,200 +21%
BJL
423
Brighton Jones LLC
Washington
$229K +$6.19K +158 +2%
UCB
424
United Community Bank
South Carolina
$226K +$268K +6,835 New
BIG
425
Brookwood Investment Group
Arizona
$225K +$266K +6,788 New

FLEX Hedge Fund Activity: Q1 2025 in Review

582 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q1 2025, worth a combined $12.4B — down 18% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new FLEX positions and 59 closed out — a net gain of 22 holders — while 198 added to existing stakes and 215 trimmed.

The largest buyer was Invesco, adding an estimated $116M. The largest seller was Fidelity Investments, cutting an estimated $248M.

  • 582 institutional investors held Flex (FLEX) as of Q1 2025, up from 570 in Q4 2024.
  • Funds reported $12.4B of Flex stock for Q1 2025, down 18% quarter-over-quarter.
  • 81 funds opened new Flex positions in Q1 2025 and 59 closed out, a net change of +22 holders.
  • The largest Flex buyer in Q1 2025 was Invesco, an estimated $116M added.
  • The largest Flex seller in Q1 2025 was Fidelity Investments, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.