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336 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $2.07M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

3% more funds holding

Funds holding: 325336 (+11)

2.99% more ownership

Funds ownership: 96.4%99.39% (+3%)

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$146M)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
49
Increased
110
Reduced
118
Closed
31
Calls
$13.9M
Puts
$2.07M
Net Calls
+$11.8M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
CIBC World Markets
New York
$262K +$261K +1,779 New
SFA
227
Sequoia Financial Advisors
Ohio
$261K +$261K +1,778 New
TRCT
228
Tower Research Capital (TRC)
New York
$259K +$133K +905 +106%
EWM
229
Empirical Wealth Management
Washington
$258K +$26.4K +180 +11%
William Blair & Company
230
William Blair & Company
Illinois
$254K -$9.09K -62 -3%
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$252K -$3.52K -24 -1%
S
232
SignatureFD
Georgia
$244K -$2.2K -15 -0.9%
GT
233
Greenleaf Trust
Michigan
$244K +$243K +1,659 New
PP
234
Patron Partners
Texas
$242K -$24.9K -170 -9%
GAM
235
Gotham Asset Management
New York
$235K -$91.9K -627 -28%
GI
236
GAMMA Investing
California
$231K +$4.4K +30 +2%
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
$229K -$469K -3,200 -67%
AHL
238
Abel Hall LLC
Louisiana
$225K +$225K +1,533 New
VA
239
Vident Advisory
Georgia
$219K -$16K -109 -7%
YIH
240
Y-Intercept (HK)
Hong Kong
$218K -$2.19M -14,915 -91%
DIM
241
Delta Investment Management
California
$216K +$216K +1,472 New
RMCM
242
Reynders McVeigh Capital Management
Massachusetts
$203K +$202K +1,380 New
NSAM
243
North Star Asset Management
Wisconsin
$202K +$201K +1,372 New
TI
244
Tidal Investments
Wisconsin
$200K -$21.6K -147 -10%
Acadian Asset Management
245
Acadian Asset Management
Massachusetts
$173K -$2.48M -16,881 -93%
EWA
246
EverSource Wealth Advisors
Alabama
$150K +$24.6K +168 +20%
BTI
247
Blue Trust Inc
Georgia
$139K -$25.4K -173 -15%
SAM
248
Smartleaf Asset Management
Massachusetts
$137K +$16.1K +110 +14%
KBC Group
249
KBC Group
Belgium
$134K
TPCW
250
TD Private Client Wealth
New York
$110K +$54K +368 +97%