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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
+$78.4K
2
SSWM
Strait & Sound Wealth Management
California
+$49.1K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$37.8K
4
Raymond James Financial
Raymond James Financial
Florida
+$22.1K
5
Two Sigma Investments
Two Sigma Investments
New York
+$20.9K

Top Sellers

1
EFA
Evernest Financial Advisors
Indiana
-$310K
2
BCM
Bridgeway Capital Management
Texas
-$85.9K
3
Citadel Advisors
Citadel Advisors
Florida
-$35K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$24K
5
Morgan Stanley
Morgan Stanley
New York
-$23.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.87M -$20.4K -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 +$37.8K +7,800 +11%
BCM
5
Bridgeway Capital Management
Texas
$310K -$85.9K -17,707 -22%
RIA
6
Regal Investment Advisors
Michigan
$138K – – –
EIM
7
Essex Investment Management
Massachusetts
$127K -$1.49K -308 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$119K -$35K -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 +$20.9K +4,299 +35%
BlackRock
12
BlackRock
New York
$78.4K +$78.4K +16,174 New
SSWM
13
Strait & Sound Wealth Management
California
$49.1K +$49.1K +10,128 New
C
14
Covestor
United Kingdom
$30K -$2.81K -577 -9%
FCMT
15
Founders Capital Management (Texas)
Texas
$24.3K – – –
Raymond James Financial
16
Raymond James Financial
Florida
$22.1K +$22.1K +4,566 New
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$14.4K +$4.8K +1,000 +50%
Wells Fargo
18
Wells Fargo
California
$6.04K – – –
1NWS
19
1 North Wealth Services
Maryland
$3.4K – – –
SS
20
SBI Securities
Japan
$490 -$4.44K -915 -90%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$87 – – –
Bank of America
22
Bank of America
North Carolina
$24 +$24 +5 New
EFA
23
Evernest Financial Advisors
Indiana
– -$310K -61,400 Closed
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
– -$24K -4,902 Closed
Morgan Stanley
25
Morgan Stanley
New York
– -$23.7K -4,699 Closed
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