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Plexus
PLXS

Overview Fund Activity

313 hedge funds and large institutions have $4.09B invested in Plexus in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+30
Holders Change %
+10.6%
% of All Funds
4.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
99
Reduced
97
Closed
31
Calls
$6.39M
Puts
$47K
Net Calls
+$6.34M
Net Calls Change
+$3M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$107M
2
American Century Companies
American Century Companies
Missouri
$85.1M
3
BlackRock
BlackRock
New York
$718M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$24.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.5M

Top Sellers

1
DGI
Disciplined Growth Investors
Minnesota
$262M
2
FMI
Fiduciary Management Inc
Wisconsin
$148M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$48.4M
4
SBH
Segall Bryant & Hamill
Illinois
$0
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
276
HHM Wealth Advisors
Tennessee
$9.39K – – –
Bessemer Group
277
Bessemer Group
New Jersey
$9K +$5.79K +36 +180%
C
278
Covestor
United Kingdom
$9K +$8.85K +58 +5,800%
LC
279
Lindbrook Capital
California
$8.92K +$782 +5 +10%
AF
280
Allworth Financial
California
$7.84K +$3.41K +20 +77%
AGWCA
281
Annis Gardner Whiting Capital Advisors
Florida
$7.67K – – –
VNA
282
Valley National Advisers
Pennsylvania
$7K – – –
PS
283
Principal Securities
Iowa
$6.89K – – –
VCM
284
Versant Capital Management
Arizona
$6.73K – – –
GM
285
GeoWealth Management
Illinois
$6.26K +$6.26K +40 New
RIL
286
Rothschild Investment LLC
Illinois
$5.48K +$469 +3 +9%
HWM
287
Hemington Wealth Management
Virginia
$5K +$1.35K +10 +37%
HNW
288
High Note Wealth
Minnesota
$4.85K +$4.85K +31 New
CA
289
Continuum Advisory
Idaho
$4.85K +$4.85K +31 New
JWA
290
JFS Wealth Advisors
Pennsylvania
$4.54K – – –
PFBT
291
Parkside Financial Bank & Trust
Missouri
$3.44K +$1.88K +12 +120%
CWC
292
Carolinas Wealth Consulting
North Carolina
$3.29K -$313 -2 -9%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.82K -$157 -1 -5%
VHAM
294
Van Hulzen Asset Management
California
$2.66K +$2.66K +17 New
GRP
295
Global Retirement Partners
California
$2.66K – – –
IA
296
IFP Advisors
Florida
$2.03K +$156 +1 +8%
CAL
297
Capital Advisors Ltd
Ohio
$2K – – –
EBA
298
Eagle Bay Advisors
New York
$1.88K +$1.88K +12 New
PWMG
299
Private Wealth Management Group
New Jersey
$1.72K +$1.72K +11 New
PWA
300
Physician Wealth Advisors
Utah
$1.41K +$1.41K +9 New
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12
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