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380 hedge funds and large institutions have $5.4B invested in Plexus in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 113 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,981% more call options, than puts

Call options by funds: $19M | Put options by funds: $466K

153% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 34

38% more capital invested

Capital invested by funds: $3.91B → $5.4B (+$1.49B)

13% more funds holding

Funds holding: 336380 (+44)

0.85% more ownership

Funds ownership: 99.39%100.23% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 138

Holders
380
Holders Change
+44
Holders Change %
+13.1%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
86
Increased
113
Reduced
138
Closed
34
Calls
$19M
Puts
$466K
Net Calls
+$18.6M
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
226
Mount Yale Investment Advisors
Colorado
$457K +$429K +2,256 New
RRA
227
Round Rock Advisors
Connecticut
$446K +$7.41K +39 +2%
AIP
228
Ameritas Investment Partners
Nebraska
$442K
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$433K +$50.9K +268 +14%
WAM
230
Watershed Asset Management
California
$432K -$135K -710 -25%
IIC
231
Integrated Investment Consultants
Michigan
$430K -$6.84K -36 -2%
CT
232
Chicago Trust
Illinois
$409K +$3.8K +20 +1%
HWAM
233
Hennion & Walsh Asset Management
New Jersey
$405K -$2.66K -14 -0.7%
HT
234
Headlands Technologies
Illinois
$404K +$379K +1,993 New
ECM
235
Everence Capital Management
Indiana
$401K -$431K -2,268 -53%
TRCT
236
Tower Research Capital (TRC)
New York
$400K +$40.7K +214 +12%
Corient Private Wealth
237
Corient Private Wealth
Florida
$399K -$352K -1,850 -48%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$392K -$18.6K -98 -5%
GCP
239
GSA Capital Partners
United Kingdom
$388K -$2.42M -12,723 -87%
Truist Financial
240
Truist Financial
North Carolina
$379K +$356K +1,872 New
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$379K -$8.93K -47 -2%
EWM
242
Empirical Wealth Management
Washington
$376K +$20K +105 +6%
VA
243
Vident Advisory
Georgia
$369K +$62.9K +331 +22%
GIA
244
Guyasuta Investment Advisors
Pennsylvania
$365K
I
245
InceptionR
California
$363K -$348K -1,831 -51%
SOW
246
State of Wyoming
Wyoming
$360K -$27K -142 -7%
KeyBank National Association
247
KeyBank National Association
Ohio
$342K +$321K +1,688 New
GT
248
Greenleaf Trust
Michigan
$338K +$2.09K +11 +0.7%
S
249
SignatureFD
Georgia
$335K -$1.33K -7 -0.4%
William Blair & Company
250
William Blair & Company
Illinois
$333K -$16K -84 -5%