579 hedge funds and large institutions have $12.2B invested in Flex in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 213 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+12
Holders Change %
+2.12%
% of All Funds
7.87%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
83
Increased
195
Reduced
213
Closed
58
Calls
$31.7M
Puts
$14.7M
Net Calls
+$17M
Net Calls Change
-$40.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTCOCP
451
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77.3K
Simplex Trading
453
Simplex Trading
Illinois
$76K +$76K +2,326 New
SVCP
454
Silicon Valley Capital Partners
California
$73.5K
UB
455
UMB Bank
Missouri
$72K +$16.8K +509 +30%
FAM
456
Flaharty Asset Management
Florida
$66.2K +$66.2K +2,000 New
PWAM
457
Private Wealth Asset Management
Iowa
$66K +$66K +1,995 New
WT
458
Whittier Trust
California
$60.6K
CMBA
459
C.M. Bidwell & Associates
Hawaii
$60.2K +$22.2K +670 +58%
SPIA
460
Steward Partners Investment Advisory
New York
$59.4K -$83.1K -2,511 -58%
MSFP
461
Mark Sheptoff Financial Planning
Connecticut
$57.9K
MCM
462
MAI Capital Management
Ohio
$57.3K -$1.95K -59 -3%
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$57.1K +$56.8K +1,718 +21,475%
GWM
464
Geneos Wealth Management
Colorado
$55K +$38.5K +1,165 +234%
FHA
465
First Horizon Advisors
Tennessee
$54.3K -$3.71K -112 -6%
GI
466
GAMMA Investing
California
$54.1K +$37.8K +1,142 +231%
BBHC
467
Brown Brothers Harriman & Co
New York
$54.1K -$1.46K -44 -3%
EWA
468
EverSource Wealth Advisors
Alabama
$53.4K +$2.05K +62 +4%
ACA
469
American Capital Advisory
Idaho
$49.6K
GIA
470
GHP Investment Advisors
Colorado
$48K -$35.2K -1,065 -42%
ATC
471
Adirondack Trust Company
New York
$48K -$1.65K -50 -3%
RCM
472
Richardson Capital Management
Wisconsin
$43.8K
SS
473
SBI Securities
Japan
$43K +$10.1K +306 +31%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$42K +$17.8K +542 +73%
GM
475
GeoWealth Management
Illinois
$39.1K -$172K -5,196 -81%