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Plexus

333 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, 117 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 funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$147M)

6% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 117

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
333
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
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$102K
NEWAS
252
N.E.W. Advisory Services
Wisconsin
$100K
MAM
253
Meeder Asset Management
Ohio
$92.2K
KAS
254
Kemnay Advisory Services
New York
$87.9K
SAG
255
SageView Advisory Group
California
$81.3K
A
256
AlphaQuest
New York
$81K
FFA
257
Farther Finance Advisors
California
$75.1K
VCM
258
Versant Capital Management
Arizona
$74.8K
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.5K
CTC
260
Cetera Trust Company
Minnesota
$73.5K
HNB
261
Huntington National Bank
Ohio
$60.3K
HI
262
Harbour Investments
Wisconsin
$59.2K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$48.5K
Nomura Asset Management
264
Nomura Asset Management
Japan
$47K
AF
265
Allworth Financial
California
$44.4K
SCM
266
Sterling Capital Management
North Carolina
$39.8K
AAM
267
Advisors Asset Management
Colorado
$37.8K
BG
268
Bollard Group
Massachusetts
$35K
C
269
Covestor
United Kingdom
$35K
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$33.5K
SL
271
Salomon & Ludwin
Virginia
$32.1K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$29.8K
WAS
273
Winch Advisory Services
Wisconsin
$29.4K
PA
274
Parallel Advisors
California
$25.9K
UB
275
UMB Bank
Missouri
$21.5K