We are live on ! Find out more

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
SWP
426
Stratos Wealth Partners
Ohio
$215K +$207K +5,600 New
TWP
427
Tower Wealth Partners
Pennsylvania
$213K +$205K +5,541 New
CFO
428
Callan Family Office
Pennsylvania
$212K +$205K +5,529 New
SFG
429
Sather Financial Group
Texas
$207K +$200K +5,405 New
CWMS
430
Cannon Wealth Management Services
North Carolina
$207K -$35.7K -964 -16%
HNB
431
Hilltop National Bank
Wyoming
$207K -$14.5K -393 -7%
Kovitz Investment Group Partners
432
Kovitz Investment Group Partners
Illinois
$206K +$199K +5,373 New
BTI
433
Blue Trust Inc
Georgia
$202K +$43K +1,163 +28%
QCM
434
QRG Capital Management
Illinois
$201K +$194K +5,234 New
GC
435
Globeflex Capital
California
$183K -$519K -14,021 -75%
CAL
436
Capital Advisors Ltd
Ohio
$180K
RIL
437
Rothschild Investment LLC
Illinois
$178K
Nomura Asset Management
438
Nomura Asset Management
Japan
$177K
EDRH
439
Edmond de Rothschild Holding
Switzerland
$173K
QCG
440
Quadrant Capital Group
Ohio
$170K +$16.5K +447 +11%
SPIA
441
Steward Partners Investment Advisory
New York
$165K +$95.6K +2,582 +150%
SIA
442
Sit Investment Associates
Minnesota
$154K
PIM
443
Plato Investment Management
Australia
$144K +$138K +3,725 New
LC
444
Lindbrook Capital
California
$139K +$851 +23 +0.6%
PSFG
445
Park Square Financial Group
Georgia
$132K +$127K +3,438 New
BC
446
Bayforest Capital
United Kingdom
$119K +$114K +3,090 New
CFGS
447
Concourse Financial Group Securities
Alabama
$115K -$7.18K -194 -7%
BGAI
448
Bruce G. Allen Investments
Colorado
$102K +$407 +11 +0.4%
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.3K
FMTCOCP
450
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K

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.