We are live on ! Find out more

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
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$102K +$101K +691 New
NEWAS
252
N.E.W. Advisory Services
Wisconsin
$100K
MAM
253
Meeder Asset Management
Ohio
$92.2K -$186K -1,271 -67%
KAS
254
Kemnay Advisory Services
New York
$87.9K +$87.7K +598 New
SAG
255
SageView Advisory Group
California
$81.3K +$81.1K +553 New
A
256
AlphaQuest
New York
$81K -$2.05K -14 -2%
FFA
257
Farther Finance Advisors
California
$75.1K +$40K +273 +115%
VCM
258
Versant Capital Management
Arizona
$74.8K -$587 -4 -0.8%
CTC
259
Cetera Trust Company
Minnesota
$73.5K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.5K
HNB
261
Huntington National Bank
Ohio
$60.3K +$5.13K +35 +9%
HI
262
Harbour Investments
Wisconsin
$59.2K +$440 +3 +0.8%
WG
263
Wellington Group
Indiana
$50K +$49.9K +340 New
BCWM
264
Bartlett & Co Wealth Management
Ohio
$48.5K
Nomura Asset Management
265
Nomura Asset Management
Japan
$47K
AF
266
Allworth Financial
California
$44.4K +$7.63K +52 +21%
SCM
267
Sterling Capital Management
North Carolina
$39.8K +$11.6K +79 +41%
AAM
268
Advisors Asset Management
Colorado
$37.8K -$42.2K -288 -53%
BG
269
Bollard Group
Massachusetts
$35K
C
270
Covestor
United Kingdom
$35K +$23.8K +162 +208%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$33.5K +$880 +6 +3%
SL
272
Salomon & Ludwin
Virginia
$32.1K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$29.8K +$2.05K +14 +7%
WAS
274
Winch Advisory Services
Wisconsin
$29.4K
PA
275
Parallel Advisors
California
$25.9K