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783 hedge funds and large institutions have $23.1B invested in Flex in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 275 increasing their positions, 276 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 88

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

3% more funds holding

Funds holding: 761783 (+22)

5% more capital invested

Capital invested by funds: $22.1B → $23.1B (+$1.03B)

0% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 276

2.86% less ownership

Funds ownership: 98.82%95.97% (-2.9%)

56% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $171M

Holders
783
Holders Change
+22
Holders Change %
+2.89%
% of All Funds
9.64%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
122
Increased
275
Reduced
276
Closed
88
Calls
$74.5M
Puts
$171M
Net Calls
-$96.5M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
701
Cedar Mountain Advisors
Oregon
$8.44K +$8.25K +129 New
CBT
702
Crews Bank & Trust
Florida
$8.18K
PIS
703
POM Investment Strategies
North Carolina
$7.79K +$7.61K +119 New
GWM
704
Gilpin Wealth Management
Colorado
$7.72K
VWA
705
Valued Wealth Advisors
Utah
$7.59K +$2.24K +35 +43%
S
706
Sachetta
Massachusetts
$7.4K +$2.3K +36 +47%
AAG
707
Armstrong Advisory Group
Massachusetts
$7.14K
TFGT
708
TS Financial Group (TSFG)
Illinois
$7K
BLC
709
Brown, Lisle/Cummings
Rhode Island
$6.94K +$6.78K +106 New
BIA
710
Bell Investment Advisors
California
$6.87K -$703 -11 -9%
FPF
711
First Pacific Financial
Washington
$6.74K
BWA
712
Basecamp Wealth Advisors
Washington
$6.74K +$6.59K +103 New
LI
713
LRI Investments
Florida
$6.55K +$6.39K +100 New
GSEP
714
Golden State Equity Partners
California
$6.35K +$6.2K +97 New
IWS
715
Intentional Wealth Strategies
Colorado
$6.28K +$6.14K +96 New
MCM
716
Manchester Capital Management
Vermont
$6.09K
PMFA
717
Plante Moran Financial Advisors
Michigan
$6.02K
CA
718
Clearstead Advisors
Ohio
$5.96K -$76.6K -1,198 -93%
NSIM
719
North Star Investment Management
Illinois
$5.7K +$5.56K +87 New
WA
720
WPG Advisers
Maryland
$5.56K -$8.38K -131 -61%
HPC
721
HM Payson & Co
Maine
$5.37K -$2.05K -32 -28%
OAJ
722
Ogorek Anthony Joseph
New York
$5K +$4.92K +77 New
SAM
723
Smartleaf Asset Management
Massachusetts
$4.97K +$2.94K +46 +128%
SI
724
Sapience Investments
California
$4.71K -$399K -6,240 -99%
CH
725
Cromwell Holdings
Wyoming
$4.71K +$1.28K +20 +38%