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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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2223 (+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

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.87M -$17.6K -4,203 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M
PCM
3
Perritt Capital Management
Illinois
$534K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$382K +$32.7K +7,800 +11%
BCM
5
Bridgeway Capital Management
Texas
$310K -$74.2K -17,707 -22%
RIA
6
Regal Investment Advisors
Michigan
$138K
EIM
7
Essex Investment Management
Massachusetts
$127K -$1.29K -308 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$119K -$30.3K -7,220 -23%
NA
9
NewEdge Advisors
Louisiana
$88.8K
JIR
10
James Investment Research
Ohio
$88.8K
Two Sigma Investments
11
Two Sigma Investments
New York
$81.1K +$18K +4,299 +35%
BlackRock
12
BlackRock
New York
$78.4K +$67.8K +16,174 New
SSWM
13
Strait & Sound Wealth Management
California
$49.1K +$42.4K +10,128 New
C
14
Covestor
United Kingdom
$30K -$2.42K -577 -9%
FCMT
15
Founders Capital Management (Texas)
Texas
$24.3K
Raymond James Financial
16
Raymond James Financial
Florida
$22.1K +$19.1K +4,566 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$14.4K +$4.19K +1,000 +50%
Wells Fargo
18
Wells Fargo
California
$6.04K
1NWS
19
1 North Wealth Services
Maryland
$3.4K
Osaic Holdings
20
Osaic Holdings
Arizona
$2.18K +$1.89K +450 New
SS
21
SBI Securities
Japan
$490 -$3.83K -915 -90%
JP Morgan Chase
22
JP Morgan Chase
New York
$87
Bank of America
23
Bank of America
North Carolina
$24 +$21 +5 New
EFA
24
Evernest Financial Advisors
Indiana
-$310K -61,400 Closed
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
-$24K -4,902 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.