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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
BHWM
726
Bay Harbor Wealth Management
Maryland
$4.45K +$767 +12 +21%
SGK
727
Steigerwald Gordon & Koch
Virginia
$4.32K
Kayne Anderson Rudnick Investment Management
728
Kayne Anderson Rudnick Investment Management
California
$4.25K
FMTCOCP
729
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K +$3.84K +60 New
BFS
730
Bare Financial Services
Pennsylvania
$3.8K +$1.22K +19 +49%
RWM
731
Rialto Wealth Management
New York
$3.6K +$1.6K +25 +83%
IAS
732
IMA Advisory Services
Colorado
$3.53K +$3.45K +54 New
BHWM
733
Beaird Harris Wealth Management
Texas
$3.34K
JWM
734
JPL Wealth Management
Colorado
$3.27K +$3.2K +50 New
MAM
735
Marquette Asset Management
Minnesota
$3.21K +$1.98K +31 +172%
VNT
736
Vanguard National Trust
Pennsylvania
$2.62K +$2.56K +40 New
PUI
737
Purpose Unlimited Inc
$2.55K -$5.95K -93 -70%
HWP
738
Highline Wealth Partners
California
$2.49K
WA
739
Whipplewood Advisors
Colorado
$2.29K +$2.24K +35 New
JFA
740
JNBA Financial Advisors
Minnesota
$2.23K
OC
741
Oakworth Capital
Alabama
$2.23K
AF
742
Advisornet Financial
Minnesota
$2.16K +$64 +1 +3%
DWM
743
Dogwood Wealth Management
Kansas
$2.16K +$703 +11 +50%
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$1.96K -$1.47K -23 -43%
KFG
745
Kingdom Financial Group
Arizona
$1.9K +$1.85K +29 New
LAS
746
Lloyd Advisory Services
Georgia
$1.9K +$1.85K +29 New
TCM
747
Triumph Capital Management
Colorado
$1.83K +$320 +5 +22%
1CP
748
1015 Capital Partners
Pennsylvania
$1.7K
NS
749
NBC Securities
Alabama
$1.7K
HIA
750
HFM Investment Advisors
New Jersey
$1.64K