332 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 116 reducing their positions, and 30 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 ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$144M)

5% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 116

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.9M
Puts
$2.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
251
N.E.W. Advisory Services
Wisconsin
$100K
MAM
252
Meeder Asset Management
Ohio
$92.2K
KAS
253
Kemnay Advisory Services
New York
$87.9K
SAG
254
SageView Advisory Group
California
$81.3K
A
255
AlphaQuest
New York
$81K
FFA
256
Farther Finance Advisors
California
$75.1K
VCM
257
Versant Capital Management
Arizona
$74.8K
JFGIW
258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.5K
CTC
259
Cetera Trust Company
Minnesota
$73.5K
HNB
260
Huntington National Bank
Ohio
$60.3K
HI
261
Harbour Investments
Wisconsin
$59.2K
BCWM
262
Bartlett & Co Wealth Management
Ohio
$48.5K
Nomura Asset Management
263
Nomura Asset Management
Japan
$47K
AF
264
Allworth Financial
California
$44.4K
SCM
265
Sterling Capital Management
North Carolina
$39.8K
AAM
266
Advisors Asset Management
Colorado
$37.8K
BG
267
Bollard Group
Massachusetts
$35K
C
268
Covestor
United Kingdom
$35K
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$33.5K
SL
270
Salomon & Ludwin
Virginia
$32.1K
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$29.8K
WAS
272
Winch Advisory Services
Wisconsin
$29.4K
PA
273
Parallel Advisors
California
$25.9K
UB
274
UMB Bank
Missouri
$21.5K
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$19.3K