326 hedge funds and large institutions have $3.29B invested in Plexus in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
103
Reduced
116
Closed
39
Calls
$4.83M
Puts
$38K
Net Calls
+$4.79M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
251
Advisors Asset Management
Colorado
$132K +$6.66K +52 +5%
MAM
252
Meeder Asset Management
Ohio
$121K +$121K +947 New
BTI
253
Blue Trust Inc
Georgia
$108K +$35.7K +279 +49%
CCM
254
Coldstream Capital Management
Washington
$105K +$105K +821 New
NEWAS
255
N.E.W. Advisory Services
Wisconsin
$87.3K +$87.3K +681 New
SAM
256
Smartleaf Asset Management
Massachusetts
$83.3K -$16K -125 -16%
TPCW
257
TD Private Client Wealth
New York
$65.9K +$42.8K +334 +186%
CTC
258
Cetera Trust Company
Minnesota
$64.1K
VCM
259
Versant Capital Management
Arizona
$60.6K +$55.1K +430 +1,000%
HI
260
Harbour Investments
Wisconsin
$51.3K
BCWM
261
Bartlett & Co Wealth Management
Ohio
$42.3K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$42K +$2.2K +17 +6%
Nomura Asset Management
263
Nomura Asset Management
Japan
$41K
FFA
264
Farther Finance Advisors
California
$32K -$18K -141 -36%
BG
265
Bollard Group
Massachusetts
$31K
ACM
266
Aquatic Capital Management
Illinois
$29.7K -$256 -2 -0.9%
HNB
267
Huntington National Bank
Ohio
$29.3K -$6.28K -49 -18%
TRCT
268
Tower Research Capital (TRC)
New York
$27.8K -$4.87K -38 -15%
WAS
269
Winch Advisory Services
Wisconsin
$25.6K
PA
270
Parallel Advisors
California
$23K +$2.69K +21 +13%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$22.7K -$999 -9 -4%
TFIPS
272
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$17.3K +$2.56K +20 +17%
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$13.8K
UB
275
UMB Bank
Missouri
$13.6K +$4.87K +38 +56%