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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
BTD
551
BankPlus Trust Department
Mississippi
$2.65K +$3.13K +80 New
WPA
552
Wealth Preservation Advisors
Tennessee
$2.61K +$3.1K +79 New
GFPC
553
Global Financial Private Client
Florida
$2.28K +$1.88K +48 +229%
Kayne Anderson Rudnick Investment Management
554
Kayne Anderson Rudnick Investment Management
California
$2.15K
HI
555
Horizon Investments
North Carolina
$2.12K +$2.51K +64 New
HFS
556
Hantz Financial Services
Michigan
$2K +$1.92K +49 New
TWD
557
True Wealth Design
Ohio
$1.85K +$392 +10 +22%
BWL
558
Bogart Wealth LLC
Virginia
$1.65K -$1.76K -45 -47%
PWA
559
Principia Wealth Advisory
Texas
$1.48K +$1.41K +36 +327%
PAM
560
Parvin Asset Management
South Dakota
$1.46K +$1.72K +44 New
HWP
561
Highline Wealth Partners
California
$1.26K +$1.49K +38 New
LFG
562
Larson Financial Group
Missouri
$1.22K +$1.45K +37 New
VWA
563
Valued Wealth Advisors
Utah
$1.19K
CTC
564
Central Trust Company
Missouri
$1.16K
WA
565
Whipplewood Advisors
Colorado
$1.16K +$5.6K +143 +409%
FGAM
566
Financial Gravity Asset Management
Texas
$1.02K +$1.22K +31 New
SAM
567
Smartleaf Asset Management
Massachusetts
$796 +$431 +11 +85%
DMBA
568
Deseret Mutual Benefit Administrators
Utah
$794
FMP
569
Financial Management Professionals
Texas
$794 +$940 +24 New
LWMI
570
Legacy Wealth Management (Idaho)
Idaho
$662
PWM
571
Parkworth Wealth Management
California
$595
CFO
572
CVA Family Office
Colorado
$562
HHGA
573
Halbert Hargrove Global Advisors
California
$497 +$588 +15 New
BFS
574
Bare Financial Services
Pennsylvania
$463 +$549 +14 New
WTFG
575
Wood Tarver Financial Group
Idaho
$431

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.