Flexible Solutions
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
46% more capital invested
Capital invested by funds: $3.98M → $5.83M (+$1.85M)
29% more funds holding
Funds holding: 17 → 22 (+5)
0.42% more ownership
Funds ownership: 8.85% → 9.27% (+0.42%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$338K |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$146K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$102K |
| 4 |
Two Sigma Investments
New York
|
+$68.4K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$47.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$147K |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$144K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$90.3K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$43.3K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$17K |
FSI Hedge Fund Activity: Q1 2025 in Review
22 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Flexible Solutions (FSI) for Q1 2025, worth a combined $5.83M — up 46% from $3.98M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSI positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Evernest Financial Advisors, opening a new position worth an estimated $338K. The largest seller was UBS Group, cutting an estimated $147K.
- 22 institutional investors held Flexible Solutions (FSI) as of Q1 2025, up from 17 in Q4 2024.
- Funds reported $5.83M of Flexible Solutions stock for Q1 2025, up 46% quarter-over-quarter.
- 8 funds opened new Flexible Solutions positions in Q1 2025 and 3 closed out, a net change of +5 holders.
- The largest Flexible Solutions buyer in Q1 2025 was Evernest Financial Advisors, an estimated $338K added.
- The largest Flexible Solutions seller in Q1 2025 was UBS Group, an estimated $147K sold.
Based on aggregated 13F filings for Q1 2025.