Flexible Solutions
23 hedge funds and large institutions have $5.32M invested in Flexible Solutions in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 22 → 23 (+1)
0.6% less ownership
Funds ownership: 9.27% → 8.67% (-0.6%)
9% less capital invested
Capital invested by funds: $5.83M → $5.32M (-$512K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$67.8K |
| 2 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
+$42.4K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$32.7K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$19.1K |
| 5 |
Two Sigma Investments
New York
|
+$18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
-$310K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$74.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$30.3K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$24K |
| 5 |
Morgan Stanley
New York
|
-$23.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| – | -$23.7K | -4,699 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$3.54K | -700 | Closed |
|
FSI Hedge Fund Activity: Q2 2025 in Review
23 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Flexible Solutions (FSI) for Q2 2025, worth a combined $5.32M — down 8.8% from $5.83M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FSI positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $67.8K. The largest seller was Evernest Financial Advisors, exiting entirely with an estimated $310K sold.
- 23 institutional investors held Flexible Solutions (FSI) as of Q2 2025, up from 22 in Q1 2025.
- Funds reported $5.32M of Flexible Solutions stock for Q2 2025, down 8.8% quarter-over-quarter.
- 5 funds opened new Flexible Solutions positions in Q2 2025 and 4 closed out, a net change of +1 holder.
- The largest Flexible Solutions buyer in Q2 2025 was BlackRock, an estimated $67.8K added.
- The largest Flexible Solutions seller in Q2 2025 was Evernest Financial Advisors, an estimated $310K sold.
Based on aggregated 13F filings for Q2 2025.