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336 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $2.07M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

3% more funds holding

Funds holding: 325336 (+11)

2.99% more ownership

Funds ownership: 96.4%99.39% (+3%)

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$146M)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
49
Increased
110
Reduced
118
Closed
31
Calls
$13.9M
Puts
$2.07M
Net Calls
+$11.8M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
276
UMB Bank
Missouri
$21.5K +$4.11K +28 +24%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$19.3K -$21.3K -145 -53%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$18.8K +$2.79K +19 +17%
Los Angeles Capital Management
279
Los Angeles Capital Management
California
$18.3K +$19.1K +130 New
AGWCA
280
Annis Gardner Whiting Capital Advisors
Florida
$18.2K +$9.38K +64 +107%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$16.6K +$14.1K +96 +565%
Mitsubishi UFJ Asset Management
282
Mitsubishi UFJ Asset Management
Japan
$16.4K
ECSS
283
Eurizon Capital SGR SpA
$15.2K +$15K +102 New
DB
284
Danske Bank
Denmark
$14.7K
SPIA
285
Steward Partners Investment Advisory
New York
$14.7K
CRI
286
Commonwealth Retirement Investments
Virginia
$14.7K +$14.7K +100 New
RFP
287
Root Financial Partners
California
$14K +$1.61K +11 +13%
BWA
288
Basecamp Wealth Advisors
Washington
$14K +$13.9K +95 New
EP
289
Essential Partners
California
$12.8K -$7.33K -50 -36%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$12.2K +$1.32K +9 +12%
HFS
291
Hantz Financial Services
Michigan
$11K +$4.84K +33 +77%
Barrow, Hanley, Mewhinney & Strauss
292
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.1K +$3.08K +21 +44%
HCA
293
Harbor Capital Advisors
Illinois
$9K -$147 -1 -2%
HWA
294
HHM Wealth Advisors
Tennessee
$8.82K
BFS
295
Bare Financial Services
Pennsylvania
$8.67K +$1.32K +9 +18%
RIL
296
Rothschild Investment LLC
Illinois
$7.79K +$733 +5 +10%
TWC
297
TD Waterhouse Canada
Ontario, Canada
$7.35K
SIS
298
Sound Income Strategies
Florida
$7.07K +$5.72K +39 New
VNA
299
Valley National Advisers
Pennsylvania
$7K
ACM
300
Accent Capital Management
Ohio
$5.73K