FSI icon

Flexible Solutions
FSI

Overview Fund Activity

22 hedge funds and large institutions have $5.83M invested in Flexible Solutions in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFA
1
Evernest Financial Advisors
Indiana
$310K
2
EIM
2
Essex Investment Management
Massachusetts
$134K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$358K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$62.7K
5
Citadel Advisors
5
Citadel Advisors
Florida
$161K

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$3.54K
3
BCM
3
Bridgeway Capital Management
Texas
$412K
4
PCM
4
Perritt Capital Management
Illinois
$556K
5
NA
5
NewEdge Advisors
Louisiana
$92.5K
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.97M 390,645 +1,200 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.4M 277,169 – –
PCM
3
Perritt Capital Management
Illinois
$556K 110,000 -7,855 -7%
BCM
4
Bridgeway Capital Management
Texas
$412K 81,607 -16,400 -17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$358K 70,981 +18,482 +35%
EFA
6
Evernest Financial Advisors
Indiana
$310K 61,400 +61,400 New
Citadel Advisors
7
Citadel Advisors
Florida
$161K 31,825 +8,612 +37%
RIA
8
Regal Investment Advisors
Michigan
$144K 28,460 – –
EIM
9
Essex Investment Management
Massachusetts
$134K 26,560 +26,560 New
NA
10
NewEdge Advisors
Louisiana
$92.5K 18,315 -3,095 -14%
JIR
11
James Investment Research
Ohio
$92.4K 18,300 – –
Two Sigma Investments
12
Two Sigma Investments
New York
$62.7K 12,424 +12,424 New
C
13
Covestor
United Kingdom
$34K 6,739 +6,739 New
FCMT
14
Founders Capital Management (Texas)
Texas
$25.3K 5,000 – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$24K 4,902 +4,902 New
Morgan Stanley
16
Morgan Stanley
New York
$23.7K 4,699 +4,699 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$10.1K 2,000 +2,000 New
Wells Fargo
18
Wells Fargo
California
$6.29K 1,245 – –
SS
19
SBI Securities
Japan
$5.13K 1,016 -95 -9%
UBS Group
20
UBS Group
Switzerland
$3.54K 700 -26,707 -97%
1NWS
21
1 North Wealth Services
Maryland
$3.54K 700 +700 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$91 18 -2 -10%
CAM
23
Cresset Asset Management
Illinois
– – -40,000 Closed
TRCT
24
Tower Research Capital (TRC)
New York
– – -1,055 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
– – -450 Closed
1
2