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Omega Flex
OFLX

Overview Fund Activity

99 hedge funds and large institutions have $114M invested in Omega Flex in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
39
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.51M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$933K
4
Marshall Wace
Marshall Wace
United Kingdom
+$682K
5
Wells Fargo
Wells Fargo
California
+$600K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.17M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.41M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.36M
4
II
Inspire Investing
Idaho
-$804K
5
BlackRock
BlackRock
New York
-$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
76
Versant Capital Management
Arizona
$8.66K +$3.13K +90 +57%
AIP
77
Ameritas Investment Partners
Nebraska
$8.63K – – –
PD
78
Point72 (DIFC)
United Arab Emirates
$8.28K +$8.28K +238 New
W
79
WealthCollab
Washington
$7.3K +$7.3K +210 New
FCMT
80
Founders Capital Management (Texas)
Texas
$6.96K – – –
FHA
81
First Horizon Advisors
Tennessee
$6.02K +$70 +2 +1%
EWA
82
EverSource Wealth Advisors
Alabama
$5.22K +$4.9K +141 +1,567%
HCA
83
Harbor Capital Advisors
Illinois
$5K +$2.39K +75 +91%
HNB
84
Huntington National Bank
Ohio
$4.94K +$1.43K +41 +41%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$4.7K +$4.07K +117 +650%
AB
86
Amalgamated Bank
New York
$4K – – –
WWM
87
Wolff Wiese Magana
California
$1.53K – – –
GI
88
GAMMA Investing
California
$1.53K +$313 +9 +26%
C
89
Covestor
United Kingdom
$1K +$207 +6 +26%
TWD
90
True Wealth Design
Ohio
$731 -$174 -5 -19%
PA
91
Parallel Advisors
California
$696 +$313 +9 +82%
SC
92
SouthState Corp
Florida
$453 +$453 +13 New
MAFA
93
MJT & Associates Financial Advisory
Minnesota
$383 +$383 +11 New
PWMG
94
Private Wealth Management Group
New Jersey
$348 +$348 +10 New
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$278 -$1.25K -36 -82%
SS
96
Sunbelt Securities
Texas
$243 – – –
SCM
97
Sterling Capital Management
North Carolina
$139 – – –
IA
98
IFP Advisors
Florida
$70 – – –
II
99
Inspire Investing
Idaho
– -$804K -19,162 Closed
ETC
100
Exchange Traded Concepts
Oklahoma
– -$284K -6,776 Closed
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