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

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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.72% less ownership

Funds ownership: 96.6%94.88% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

20% less capital invested

Capital invested by funds: $4.09B → $3.29B (-$808M)

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.83M
Puts
$38K
Net Calls
Net Calls Change

Top Buyers

1 +$24.4M
2 +$17.2M
3 +$13.4M
4
Invesco
Invesco
Georgia
+$10.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$10.5M

Top Sellers

1 -$57.5M
2 -$22.2M
3 -$16.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.3M
5
Goldman Sachs
Goldman Sachs
New York
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$132K
MAM
252
Meeder Asset Management
Ohio
$121K
BTI
253
Blue Trust Inc
Georgia
$108K
CCM
254
Coldstream Capital Management
Washington
$105K
NEWAS
255
N.E.W. Advisory Services
Wisconsin
$87.3K
SAM
256
Smartleaf Asset Management
Massachusetts
$83.3K
TPCW
257
TD Private Client Wealth
New York
$65.9K
CTC
258
Cetera Trust Company
Minnesota
$64.1K
VCM
259
Versant Capital Management
Arizona
$60.6K
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
Nomura Asset Management
263
Nomura Asset Management
Japan
$41K
FFA
264
Farther Finance Advisors
California
$32K
BG
265
Bollard Group
Massachusetts
$31K
ACM
266
Aquatic Capital Management
Illinois
$29.7K
HNB
267
Huntington National Bank
Ohio
$29.3K
TRCT
268
Tower Research Capital (TRC)
New York
$27.8K
WAS
269
Winch Advisory Services
Wisconsin
$25.6K
PA
270
Parallel Advisors
California
$23K
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$22.7K
TFIPS
272
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$17.3K
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$13.8K
UB
275
UMB Bank
Missouri
$13.6K