638 hedge funds and large institutions have $18.8B invested in Flex in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 203 increasing their positions, 218 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+59
Holders Change %
+10.19%
% of All Funds
8.56%
Holding in Top 10
18
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
124
Increased
203
Reduced
218
Closed
54
Calls
$81.5M
Puts
$44.6M
Net Calls
+$36.9M
Net Calls Change
+$19.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
551
Core Alternative Capital
Georgia
$30K
WWM
552
Wolff Wiese Magana
California
$29.7K
CB
553
CNB Bank
Pennsylvania
$29.6K +$29.6K +592 New
CA
554
Clearstead Advisors
Ohio
$27.8K +$27.8K +556 New
CWP
555
Concord Wealth Partners
Virginia
$27.6K +$27.6K +553 New
MIM
556
MTM Investment Management
South Carolina
$26.1K +$26.1K +522 New
CIAM
557
Caitong International Asset Management
Hong Kong
$25.9K +$9.68K +194 +60%
WTA
558
Washington Trust Advisors
Massachusetts
$25.6K -$13.4K -268 -34%
LWA
559
Lowe Wealth Advisors
Maryland
$25.6K
JWA
560
JFS Wealth Advisors
Pennsylvania
$24.5K
FP
561
Financial Perspectives
Minnesota
$24.5K
CT
562
Clearstead Trust
Maine
$23.8K
T
563
Tidemark
California
$20K
BCM
564
Berbice Capital Management
New York
$20K
CFD
565
Creative Financial Designs
Indiana
$19.7K
PPC
566
Park Place Capital
Alabama
$19.2K +$4.51K +93 +31%
TPWA
567
Twin Peaks Wealth Advisors
California
$18.7K +$18.7K +361 New
RAM
568
Riggs Asset Management
Pennsylvania
$17.3K +$17.3K +347 New
AWM
569
Accredited Wealth Management
Kentucky
$16.3K
WTC
570
WhitTier Trust Company
Nevada
$15.8K
BIA
571
Bell Investment Advisors
California
$15.5K +$2.15K +43 +16%
TWD
572
True Wealth Design
Ohio
$15.3K +$12.5K +250 +446%
WA
573
WPG Advisers
Maryland
$14.6K +$3K +60 +26%
NC
574
NewSquare Capital
Pennsylvania
$14.5K +$2.85K +57 +24%
MHR
575
Matthew Hamilton Rosenberg
$13.1K