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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 %
NMG
526
New Millennium Group
Utah
$4.3K – – –
WCM
527
Westend Capital Management
California
$4.15K – – –
TFGT
528
TS Financial Group (TSFG)
Illinois
$4K – – –
PMFA
529
Plante Moran Financial Advisors
Michigan
$3.88K +$3.88K +101 New
PWA
530
Provenance Wealth Advisors
Florida
$3.84K – – –
BWL
531
Bogart Wealth LLC
Virginia
$3.65K +$1.73K +45 +90%
MCM
532
Manchester Capital Management
Vermont
$3.57K – – –
SIC
533
SJS Investment Consulting
Ohio
$3.19K -$2.04K -53 -39%
HPC
534
HM Payson & Co
Maine
$3.15K – – –
Kayne Anderson Rudnick Investment Management
535
Kayne Anderson Rudnick Investment Management
California
$2.5K – – –
Nisa Investment Advisors
536
Nisa Investment Advisors
Missouri
$2.3K +$2.3K +60 New
SIS
537
Strategic Investment Solutions
Illinois
$2.13K +$2.13K +70 New
RS
538
Rakuten Securities
Japan
$2.07K +$2.07K +54 New
TIAAOA
539
Teachers Insurance & Annuity Association of America
New York
$1.96K +$1.96K +51 New
TWD
540
True Wealth Design
Ohio
$1.77K +$192 +5 +12%
WA
541
WPG Advisers
Maryland
$1.73K +$1.73K +45 New
CA
542
Continuum Advisory
Idaho
$1.46K – – –
VWA
543
Valued Wealth Advisors
Utah
$1.38K – – –
CTC
544
Central Trust Company
Missouri
$1.34K – – –
WA
545
Whipplewood Advisors
Colorado
$1.34K +$1.34K +35 New
OC
546
Oakworth Capital
Alabama
$1.31K – – –
FGC
547
Financial Gravity Companies
Texas
$1.19K +$576 +15 +94%
DMBA
548
Deseret Mutual Benefit Administrators
Utah
$921 -$14.1K -368 -94%
LIS
549
Legacy Investment Solutions
Idaho
$864 – – –
LWMI
550
Legacy Wealth Management (Idaho)
Idaho
$864 – – –
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