332 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$144M)

5% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 116

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.9M
Puts
$2.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$261K
TRCT
227
Tower Research Capital (TRC)
New York
$259K
EWM
228
Empirical Wealth Management
Washington
$258K
William Blair & Company
229
William Blair & Company
Illinois
$254K
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$252K
S
231
SignatureFD
Georgia
$244K
GT
232
Greenleaf Trust
Michigan
$244K
PP
233
Patron Partners
Texas
$242K
GAM
234
Gotham Asset Management
New York
$235K
GI
235
GAMMA Investing
California
$231K
Ensign Peak Advisors
236
Ensign Peak Advisors
Utah
$229K
AHL
237
Abel Hall LLC
Louisiana
$225K
VA
238
Vident Advisory
Georgia
$219K
YIH
239
Y-Intercept (HK)
Hong Kong
$218K
DIM
240
Delta Investment Management
California
$216K
RMCM
241
Reynders McVeigh Capital Management
Massachusetts
$203K
NSAM
242
North Star Asset Management
Wisconsin
$202K
TI
243
Tidal Investments
Wisconsin
$200K
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$173K
EWA
245
EverSource Wealth Advisors
Alabama
$150K
BTI
246
Blue Trust Inc
Georgia
$139K
SAM
247
Smartleaf Asset Management
Massachusetts
$137K
KBC Group
248
KBC Group
Belgium
$134K
TPCW
249
TD Private Client Wealth
New York
$110K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$102K