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Omega Flex
OFLX

99 hedge funds and large institutions have $114M invested in Omega Flex in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

3% more funds holding

Funds holding: 96 → 99 (+3)

0.22% less ownership

Funds ownership: 32.62% → 32.4% (-0.22%)

18% less capital invested

Capital invested by funds: $138M → $114M (-$24.4M)

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
39
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.92M
2
Morgan Stanley
Morgan Stanley
New York
+$1.27M
3
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
+$1.04M
4
Marshall Wace
Marshall Wace
United Kingdom
+$760K
5
Wells Fargo
Wells Fargo
California
+$669K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.65M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$2.69M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.63M
4
II
Inspire Investing
Idaho
-$804K
5
BlackRock
BlackRock
New York
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
76
Versant Capital Management
Arizona
$8.66K +$3.49K +90 +57%
AIP
77
Ameritas Investment Partners
Nebraska
$8.63K – – –
PD
78
Point72 (DIFC)
United Arab Emirates
$8.28K +$9.23K +238 New
W
79
WealthCollab
Washington
$7.3K +$8.14K +210 New
FCMT
80
Founders Capital Management (Texas)
Texas
$6.96K – – –
FHA
81
First Horizon Advisors
Tennessee
$6.02K +$78 +2 +1%
EWA
82
EverSource Wealth Advisors
Alabama
$5.22K +$5.47K +141 +1,567%
HCA
83
Harbor Capital Advisors
Illinois
$5K +$2.91K +75 +91%
HNB
84
Huntington National Bank
Ohio
$4.94K +$1.59K +41 +41%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$4.7K +$4.54K +117 +650%
AB
86
Amalgamated Bank
New York
$4K – – –
WWM
87
Wolff Wiese Magana
California
$1.53K – – –
GI
88
GAMMA Investing
California
$1.53K +$349 +9 +26%
C
89
Covestor
United Kingdom
$1K +$233 +6 +26%
TWD
90
True Wealth Design
Ohio
$731 -$194 -5 -19%
PA
91
Parallel Advisors
California
$696 +$349 +9 +82%
SC
92
SouthState Corp
Florida
$453 +$504 +13 New
MAFA
93
MJT & Associates Financial Advisory
Minnesota
$383 +$427 +11 New
PWMG
94
Private Wealth Management Group
New Jersey
$348 +$388 +10 New
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$278 -$1.4K -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
1 2 3
4
5

OFLX Hedge Fund Activity: Q1 2025 in Review

99 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q1 2025, worth a combined $114M — down 18% from $138M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OFLX positions and 15 closed out — a net gain of 3 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.92M. The largest seller was Vanguard Group, cutting an estimated $4.65M.

  • 99 institutional investors held Omega Flex (OFLX) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $114M of Omega Flex stock for Q1 2025, down 18% quarter-over-quarter.
  • 18 funds opened new Omega Flex positions in Q1 2025 and 15 closed out, a net change of +3 holders.
  • The largest Omega Flex buyer in Q1 2025 was Ameriprise, an estimated $3.92M added.
  • The largest Omega Flex seller in Q1 2025 was Vanguard Group, an estimated $4.65M sold.

Based on aggregated 13F filings for Q1 2025.