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Flexible Solutions
FSI

Overview Fund Activity

22 hedge funds and large institutions have $5.32M invested in Flexible Solutions in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$78.4K
2
SSWM
2
Strait & Sound Wealth Management
California
$49.1K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$382K
4
Raymond James Financial
4
Raymond James Financial
Florida
$22.1K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$81.1K

Top Sellers

1
EFA
1
Evernest Financial Advisors
Indiana
$0
2
BCM
2
Bridgeway Capital Management
Texas
$310K
3
Citadel Advisors
3
Citadel Advisors
Florida
$119K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.87M 386,442 -4,203 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M 277,169 – –
PCM
3
Perritt Capital Management
Illinois
$534K 110,000 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$382K 78,781 +7,800 +11%
BCM
5
Bridgeway Capital Management
Texas
$310K 63,900 -17,707 -22%
RIA
6
Regal Investment Advisors
Michigan
$138K 28,460 – –
EIM
7
Essex Investment Management
Massachusetts
$127K 26,252 -308 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$119K 24,605 -7,220 -23%
NA
9
NewEdge Advisors
Louisiana
$88.8K 18,315 – –
JIR
10
James Investment Research
Ohio
$88.8K 18,300 – –
Two Sigma Investments
11
Two Sigma Investments
New York
$81.1K 16,723 +4,299 +35%
BlackRock
12
BlackRock
New York
$78.4K 16,174 +16,174 New
SSWM
13
Strait & Sound Wealth Management
California
$49.1K 10,128 +10,128 New
C
14
Covestor
United Kingdom
$30K 6,162 -577 -9%
FCMT
15
Founders Capital Management (Texas)
Texas
$24.3K 5,000 – –
Raymond James Financial
16
Raymond James Financial
Florida
$22.1K 4,566 +4,566 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$14.4K 3,000 +1,000 +50%
Wells Fargo
18
Wells Fargo
California
$6.04K 1,245 – –
1NWS
19
1 North Wealth Services
Maryland
$3.4K 700 – –
SS
20
SBI Securities
Japan
$490 101 -915 -90%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$87 18 – –
Bank of America
22
Bank of America
North Carolina
$24 5 +5 New
EFA
23
Evernest Financial Advisors
Indiana
– – -61,400 Closed
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
– – -4,902 Closed
Morgan Stanley
25
Morgan Stanley
New York
– – -4,699 Closed
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