326 hedge funds and large institutions have $3.29B invested in Plexus in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 39 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 funds holding in top 10

Funds holding in top 10:

1.72% less ownership

Funds ownership: 96.6%94.88% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

20% less capital invested

Capital invested by funds: $4.09B → $3.29B (-$808M)

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.83M
Puts
$38K
Net Calls
Net Calls Change

Top Buyers

1 +$24.4M
2 +$17.2M
3 +$13.4M
4
Invesco
Invesco
Georgia
+$10.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$10.5M

Top Sellers

1 -$57.5M
2 -$22.2M
3 -$16.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.3M
5
Goldman Sachs
Goldman Sachs
New York
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$12.8K
PHK
277
Point72 Hong Kong
Hong Kong
$12.8K
MG
278
Mather Group
Illinois
$12.6K
Macquarie Group
279
Macquarie Group
Australia
$11K
EWA
280
EverSource Wealth Advisors
Alabama
$10.8K
RA
281
Rise Advisors
New York
$9.22K
LC
282
Lindbrook Capital
California
$9.22K
KIM
283
Kestra Investment Management
Texas
$8.97K
SO
284
Sierra Ocean
California
$8.2K
C
285
Covestor
United Kingdom
$8K
HCA
286
Harbor Capital Advisors
Illinois
$8K
HWA
287
HHM Wealth Advisors
Tennessee
$7.69K
RIL
288
Rothschild Investment LLC
Illinois
$7.56K
PS
289
Principal Securities
Iowa
$6.88K
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$6.28K
VNA
291
Valley National Advisers
Pennsylvania
$6K
HWM
292
Hemington Wealth Management
Virginia
$5K
PFBT
293
Parkside Financial Bank & Trust
Missouri
$4.36K
HFM
294
Harvest Fund Management
China
$4K
Bessemer Group
295
Bessemer Group
New Jersey
$4K
HNW
296
High Note Wealth
Minnesota
$3.97K
AF
297
Allworth Financial
California
$3.76K
JWA
298
JFS Wealth Advisors
Pennsylvania
$3.72K
ACM
299
Accent Capital Management
Ohio
$3.72K
PWMG
300
Private Wealth Management Group
New Jersey
$3.46K