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Flexible Solutions

28 hedge funds and large institutions have $11M invested in Flexible Solutions in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more capital invested

Capital invested by funds: $5.32M → $11M (+$5.7M)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

22% more funds holding

Funds holding: 2328 (+5)

0.36% more ownership

Funds ownership: 8.67%9.03% (+0.36%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.38M -$274K -36,197 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.75M +$58.3K +7,700 +3%
PCM
3
Perritt Capital Management
Illinois
$1.04M -$18.2K -2,400 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$776K +$12.9K +1,700 +2%
EI
5
EAM Investors
California
$667K +$524K +69,175 New
Marshall Wace
6
Marshall Wace
United Kingdom
$501K +$394K +52,017 New
RIA
7
Regal Investment Advisors
Michigan
$274K
EIM
8
Essex Investment Management
Massachusetts
$253K
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$205K +$161K +21,311 New
BlackRock
10
BlackRock
New York
$197K +$32.6K +4,304 +27%
NA
11
NewEdge Advisors
Louisiana
$177K
JIR
12
James Investment Research
Ohio
$176K
Jane Street
13
Jane Street
New York
$129K +$101K +13,363 New
Two Sigma Investments
14
Two Sigma Investments
New York
$126K -$27.6K -3,645 -22%
RWM
15
Ritholtz Wealth Management
New York
$109K +$85.6K +11,309 New
SSWM
16
Strait & Sound Wealth Management
California
$97.6K
C
17
Covestor
United Kingdom
$59K
FCMT
18
Founders Capital Management (Texas)
Texas
$48.2K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K +$19.1K +2,525 New
Barclays
20
Barclays
United Kingdom
$13.3K +$10.4K +1,378 New
Wells Fargo
21
Wells Fargo
California
$12K
1NWS
22
1 North Wealth Services
Maryland
$6.75K
Osaic Holdings
23
Osaic Holdings
Arizona
$3.86K -$379 -50 -11%
UBS Group
24
UBS Group
Switzerland
$183 +$144 +19 New
SS
25
SBI Securities
Japan
$116 -$674 -89 -88%

FSI Hedge Fund Activity: Q3 2025 in Review

28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Flexible Solutions (FSI) for Q3 2025, worth a combined $11M — up 107% from $5.32M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FSI positions and 5 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $524K. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $310K sold.

  • 28 institutional investors held Flexible Solutions (FSI) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $11M of Flexible Solutions stock for Q3 2025, up 107% quarter-over-quarter.
  • 10 funds opened new Flexible Solutions positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Flexible Solutions buyer in Q3 2025 was EAM Investors, an estimated $524K added.
  • The largest Flexible Solutions seller in Q3 2025 was Bridgeway Capital Management, an estimated $310K sold.

Based on aggregated 13F filings for Q3 2025.