258 hedge funds and large institutions have $2.64B invested in Plexus in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
87
Reduced
96
Closed
23
Calls
$1.98M
Puts
$10K
Net Calls
+$1.97M
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$8.67K +$825 +8 +11%
PFC
227
Phocas Financial Corp
California
$6.36K -$120 -1,167 -2%
HWA
228
HHM Wealth Advisors
Tennessee
$6.19K
LC
229
Lindbrook Capital
California
$5.78K +$3.3K +32 +133%
FCA
230
FinTrust Capital Advisors
South Carolina
$5.37K
AGWCA
231
Annis Gardner Whiting Capital Advisors
Florida
$5.06K
VNA
232
Valley National Advisers
Pennsylvania
$5K
Bessemer Group
233
Bessemer Group
New Jersey
$5K
PS
234
Principal Securities
Iowa
$4.44K -$825 -8 -16%
VCM
235
Versant Capital Management
Arizona
$4.44K
QL
236
Quarry LP
New York
$3.51K +$3.51K +34 New
UB
237
UMB Bank
Missouri
$3.3K +$2.06K +20 +167%
JWA
238
JFS Wealth Advisors
Pennsylvania
$2.89K
CFGS
239
Concourse Financial Group Securities
Alabama
$2.48K -$1.24K -12 -33%
CWC
240
Carolinas Wealth Consulting
North Carolina
$2.37K -$413 -4 -15%
RIL
241
Rothschild Investment LLC
Illinois
$2.06K +$1.55K +15 +300%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.96K
GRP
243
Global Retirement Partners
California
$1.96K +$206 +2 +12%
AF
244
Allworth Financial
California
$1.73K -$1.15K -10 -40%
IA
245
IFP Advisors
Florida
$1.24K +$1.24K +12 New
PFBT
246
Parkside Financial Bank & Trust
Missouri
$1.03K
CAL
247
Capital Advisors Ltd
Ohio
$1K
SIC
248
SJS Investment Consulting
Ohio
$929 -$310 -3 -25%
BIA
249
Bell Investment Advisors
California
$620
DPW
250
DiNuzzo Private Wealth
Pennsylvania
$620 +$103 +1 +20%