Pro-Dex
PDEX
56 hedge funds and large institutions have $28.1M invested in Pro-Dex in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $25.7M → $28.1M (+$2.39M)
0.86% less ownership
Funds ownership: 23.22% → 22.36% (-0.86%)
2% less funds holding
Funds holding: 57 → 56 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$394K |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$307K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$292K |
| 4 |
LPL Financial
San Diego,
California
|
+$205K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$883K |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$650K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$482K |
| 4 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$287K |
| 5 |
Goldman Sachs
New York
|
-$274K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EP
51
Essential Partners
Rancho Santa Fe,
California
| $154 | -$553 | -16 | -80% |
|
|
AF
52
Allworth Financial
Folsom,
California
| $77 | -$138 | -4 | -67% |
|
|
TWD
53
True Wealth Design
Akron,
Ohio
| $39 | -$138 | -4 | -80% |
|
|
AAP
54
Arax Advisory Partners
Denver,
Colorado
| $38 | -$4.08K | -118 | -99% |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $38 | -$35 | -1 | -50% |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $38 | – | – | – |
|
|
DADC
57
D.A. Davidson & Co
Great Falls,
Montana
| – | -$883K | -26,073 | Closed |
|
|
NA
58
Navellier & Associates
Reno,
Nevada
| – | -$650K | -19,191 | Closed |
|
|
59
Goldman Sachs
New York
| – | -$274K | -8,103 | Closed |
|
|
SWGC
60
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| – | -$287K | -7,861 | Closed |
|
61
American Century Companies
Kansas City,
Missouri
| – | -$214K | -6,316 | Closed |
|
|
CA
62
Clearstead Advisors
Cleveland,
Ohio
| – | -$170 | -5 | Closed |
|
|
ASN
63
Advisory Services Network
Atlanta,
Georgia
| – | -$68 | -2 | Closed |
|
PDEX Hedge Fund Activity: Q4 2025 in Review
56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q4 2025, worth a combined $28.1M — up 9.3% from $25.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PDEX and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 16 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $394K. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $883K sold.
- 56 institutional investors held Pro-Dex (PDEX) as of Q4 2025, down from 57 in Q3 2025.
- Funds reported $28.1M of Pro-Dex stock for Q4 2025, up 9.3% quarter-over-quarter.
- 6 funds opened new Pro-Dex positions in Q4 2025 and 7 closed out, a net change of -1 holder.
- The largest Pro-Dex buyer in Q4 2025 was Punch & Associates Investment Management, an estimated $394K added.
- The largest Pro-Dex seller in Q4 2025 was D.A. Davidson & Co, an estimated $883K sold.
Based on aggregated 13F filings for Q4 2025.