322 hedge funds and large institutions have $3.76B invested in Plexus in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

2% less funds holding

Funds holding: 330322 (-8)

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
322
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
$5.04M
Puts
$695K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
276
Root Financial Partners
California
$12.2K
C
277
Covestor
United Kingdom
$11K
PFBT
278
Parkside Financial Bank & Trust
Missouri
$10.7K
RA
279
Rise Advisors
New York
$10.4K
HCA
280
Harbor Capital Advisors
Illinois
$9K
AGWCA
281
Annis Gardner Whiting Capital Advisors
Florida
$8.68K
HWA
282
HHM Wealth Advisors
Tennessee
$8.68K
HWM
283
Hemington Wealth Management
Virginia
$8K
MCM
284
MAI Capital Management
Ohio
$7.67K
CA
285
Clearstead Advisors
Ohio
$7.52K
TWC
286
TD Waterhouse Canada
Ontario, Canada
$7.28K
BFS
287
Bare Financial Services
Pennsylvania
$7.23K
VNA
288
Valley National Advisers
Pennsylvania
$7K
RIL
289
Rothschild Investment LLC
Illinois
$6.95K
Barrow, Hanley, Mewhinney & Strauss
290
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.95K
PS
291
Principal Securities
Iowa
$6.51K
HFS
292
Hantz Financial Services
Michigan
$6K
ACM
293
Accent Capital Management
Ohio
$5.64K
PWMG
294
Private Wealth Management Group
New Jersey
$5.35K
JWA
295
JFS Wealth Advisors
Pennsylvania
$4.2K
IA
296
IFP Advisors
Florida
$4.05K
HFM
297
Harvest Fund Management
China
$4K
TWD
298
True Wealth Design
Ohio
$2.89K
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$2.6K
GRP
300
Global Retirement Partners
California
$2.46K