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Pro-Dex
PDEX

57 hedge funds and large institutions have $25.7M invested in Pro-Dex in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

10% more funds holding

Funds holding: 52 → 57 (+5)

0.55% less ownership

Funds ownership: 23.76% → 23.22% (-0.55%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

24% less capital invested

Capital invested by funds: $33.8M → $25.7M (-$8.14M)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
+$677K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$620K
3
Goldman Sachs
Goldman Sachs
New York
+$349K
4
SWGC
Summit Wealth Group (Colorado)
Colorado
+$338K
5
BlackRock
BlackRock
New York
+$264K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$655K
2
Citadel Advisors
Citadel Advisors
Florida
-$501K
3
Renaissance Technologies
Renaissance Technologies
New York
-$491K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$394K
5
CW
CreativeOne Wealth
Kansas
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$204 +$258 +6 New
CA
52
Clearstead Advisors
Ohio
$170 +$215 +5 New
TWD
53
True Wealth Design
Ohio
$170 +$215 +5 New
SCM
54
Sterling Capital Management
North Carolina
$169 – – –
ASN
55
Advisory Services Network
Georgia
$68 +$86 +2 New
IA
56
IFP Advisors
Florida
$68 +$86 +2 New
EWA
57
EverSource Wealth Advisors
Alabama
$34 +$43 +1 New
Acadian Asset Management
58
Acadian Asset Management
Massachusetts
– -$655K -15,024 Closed
Citadel Advisors
59
Citadel Advisors
Florida
– -$501K -11,481 Closed
Renaissance Technologies
60
Renaissance Technologies
New York
– -$491K -11,240 Closed
CW
61
CreativeOne Wealth
Kansas
– -$297K -6,812 Closed
HIM
62
Hillsdale Investment Management
Ontario, Canada
– -$157K -3,600 Closed
PSFG
63
Park Square Financial Group
Georgia
– -$10.9K -250 Closed
Raymond James Financial
64
Raymond James Financial
Florida
– -$8.73K -200 Closed
Lazard Asset Management
65
Lazard Asset Management
New York
– -$7K -168 Closed
MYIA
66
Mount Yale Investment Advisors
Colorado
– -$4.36K -100 Closed
NA
67
NewEdge Advisors
Louisiana
– -$44 -1 Closed
1 2
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PDEX Hedge Fund Activity: Q3 2025 in Review

57 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q3 2025, worth a combined $25.7M — down 24% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDEX positions and 10 closed out — a net gain of 5 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $677K. The largest seller was Acadian Asset Management, exiting entirely with an estimated $655K sold.

  • 57 institutional investors held Pro-Dex (PDEX) as of Q3 2025, up from 52 in Q2 2025.
  • Funds reported $25.7M of Pro-Dex stock for Q3 2025, down 24% quarter-over-quarter.
  • 15 funds opened new Pro-Dex positions in Q3 2025 and 10 closed out, a net change of +5 holders.
  • The largest Pro-Dex buyer in Q3 2025 was D.A. Davidson & Co, an estimated $677K added.
  • The largest Pro-Dex seller in Q3 2025 was Acadian Asset Management, an estimated $655K sold.

Based on aggregated 13F filings for Q3 2025.