328 hedge funds and large institutions have $3.5B invested in Plexus in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
143
Reduced
98
Closed
33
Calls
$3.15M
Puts
Net Calls
+$3.15M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$3.11K +23 +23%
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$14.6K
MCM
278
MAI Capital Management
Ohio
$14.3K +$14.3K +106 New
BIG
279
Brooklyn Investment Group
New York
$13.9K +$10.4K +77 +296%
SPIA
280
Steward Partners Investment Advisory
New York
$13.5K +$13.5K +100 New
UB
281
UMB Bank
Missouri
$13K -$1.35K -10 -9%
TPWA
282
Twin Peaks Wealth Advisors
California
$12.1K +$12.1K +91 New
C
283
Covestor
United Kingdom
$11K +$2.78K +21 +34%
RA
284
Rise Advisors
New York
$9.74K
PFBT
285
Parkside Financial Bank & Trust
Missouri
$9.61K +$5.01K +37 +109%
RFS
286
Richardson Financial Services
Massachusetts
$9.03K +$9.03K +66 New
HCA
287
Harbor Capital Advisors
Illinois
$9K +$1.06K +8 +13%
HWA
288
HHM Wealth Advisors
Tennessee
$8.12K
RIL
289
Rothschild Investment LLC
Illinois
$8.12K +$135 +1 +2%
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$8.12K +$1.49K +11 +22%
IA
291
IFP Advisors
Florida
$7.98K -$1.67K -13 Closed
HWM
292
Hemington Wealth Management
Virginia
$7K +$1.63K +13 +30%
TWC
293
TD Waterhouse Canada
Ontario, Canada
$6.84K +$6.84K +50 New
BFS
294
Bare Financial Services
Pennsylvania
$6.77K +$4.74K +35 +233%
SO
295
Sierra Ocean
California
$6.22K -$2.44K -18 -28%
VNA
296
Valley National Advisers
Pennsylvania
$6K
ACM
297
Accent Capital Management
Ohio
$5.28K +$1.35K +10 +34%
PWMG
298
Private Wealth Management Group
New Jersey
$5.01K +$1.35K +10 +37%
Bessemer Group
299
Bessemer Group
New Jersey
$5K +$676 +5 +16%
HFS
300
Hantz Financial Services
Michigan
$5K +$4.87K +36 +3,600%