328 hedge funds and large institutions have $3.5B invested in Plexus in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
143
Reduced
98
Closed
33
Calls
$3.15M
Puts
Net Calls
+$3.15M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
251
Blue Trust Inc
Georgia
$145K +$30.7K +227 +27%
AAM
252
Advisors Asset Management
Colorado
$132K -$7.31K -54 -5%
KBC Group
253
KBC Group
Belgium
$123K -$36.3K -269 -23%
NEWAS
254
N.E.W. Advisory Services
Wisconsin
$92.1K
TPCW
255
TD Private Client Wealth
New York
$91.5K +$21.9K +162 +32%
SAM
256
Smartleaf Asset Management
Massachusetts
$82.1K -$6.23K -46 -7%
EWA
257
EverSource Wealth Advisors
Alabama
$77.7K +$66.3K +490 +583%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$73K +$29K +213 +66%
VCM
259
Versant Capital Management
Arizona
$70.4K +$6.36K +47 +10%
CTC
260
Cetera Trust Company
Minnesota
$67.7K
QL
261
Quarry LP
New York
$54.5K +$54.5K +403 New
HI
262
Harbour Investments
Wisconsin
$54.1K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$44.7K
PS
264
Principal Securities
Iowa
$44.4K +$38.4K +284 +645%
HNB
265
Huntington National Bank
Ohio
$43.8K +$12.9K +95 +41%
Nomura Asset Management
266
Nomura Asset Management
Japan
$43.3K
BG
267
Bollard Group
Massachusetts
$32K
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$29.2K +$1.49K +11 +5%
WAS
269
Winch Advisory Services
Wisconsin
$27.1K
FFA
270
Farther Finance Advisors
California
$26.5K -$7.44K -55 -22%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$24.1K +$5.82K +43 +32%
PA
272
Parallel Advisors
California
$23.8K -$541 -4 -2%
GRP
273
Global Retirement Partners
California
$20K +$20K +148 New
AF
274
Allworth Financial
California
$19.9K +$15.8K +117 +390%
KIM
275
Kestra Investment Management
Texas
$18.4K +$9.22K +70 +100%