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Omega Flex

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: 9699 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$35M -$2.69M -69,255 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.12M -$322K -8,297 -3%
BlackRock
3
BlackRock
New York
$8.07M -$606K -15,619 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.89M -$4.65M -120,038 -38%
PWP
5
Principle Wealth Partners
Connecticut
$6.69M
Morgan Stanley
6
Morgan Stanley
New York
$3.84M +$1.27M +32,803 +42%
Ameriprise
7
Ameriprise
Minnesota
$3.51M +$3.92M +101,054 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.33M +$219K +5,645 +6%
Wells Fargo
9
Wells Fargo
California
$3.22M +$669K +17,243 +23%
HAIM
10
Hunter Associates Investment Management
Pennsylvania
$2.73M -$11.6K -300 -0.4%
State Street
11
State Street
Massachusetts
$2.55M -$129K -3,334 -4%
Goldman Sachs
12
Goldman Sachs
New York
$2.05M +$501K +12,928 +28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.03M -$44K -1,135 -2%
Millennium Management
14
Millennium Management
New York
$1.89M +$540K +13,927 +34%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.64M -$217K -5,600 -11%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$1.61M -$2.63M -67,772 -59%
Citadel Advisors
17
Citadel Advisors
Florida
$1.29M +$515K +13,272 +56%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.23M +$279K +7,203 +25%
SEI Investments
19
SEI Investments
Pennsylvania
$1.17M +$96.9K +2,500 +8%
Northern Trust
20
Northern Trust
Illinois
$1.15M -$133K -3,432 -9%
Marshall Wace
21
Marshall Wace
United Kingdom
$1.13M +$760K +19,612 +153%
Charles Schwab
22
Charles Schwab
California
$958K -$23.2K -599 -2%
CCMINC
23
Cardinal Capital Management Inc (North Carolina)
North Carolina
$933K +$1.04M +26,835 New
TC
24
TownSquare Capital
Utah
$913K -$36.5K -942 -3%
N
25
Nuveen
North Carolina
$848K -$187K -4,835 -17%

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.