335 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 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 ownership

Funds ownership:

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
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.9M
Puts
$2.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
276
UMB Bank
Missouri
$21.5K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$19.3K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$18.8K
Los Angeles Capital Management
279
Los Angeles Capital Management
California
$18.3K
AGWCA
280
Annis Gardner Whiting Capital Advisors
Florida
$18.2K
Jones Financial Companies
281
Jones Financial Companies
Missouri
$16.6K
Mitsubishi UFJ Asset Management
282
Mitsubishi UFJ Asset Management
Japan
$16.4K
ECSS
283
Eurizon Capital SGR SpA
$15.2K
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
RFP
287
Root Financial Partners
California
$14K
EPL
288
Essential Partners LLC
California
$12.8K
PFBT
289
Parkside Financial Bank & Trust
Missouri
$12.2K
HFS
290
Hantz Financial Services
Michigan
$11K
Barrow, Hanley, Mewhinney & Strauss
291
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.1K
HCA
292
Harbor Capital Advisors
Illinois
$9K
HWA
293
HHM Wealth Advisors
Tennessee
$8.82K
BFS
294
Bare Financial Services
Pennsylvania
$8.67K
RIL
295
Rothschild Investment LLC
Illinois
$7.79K
TWC
296
TD Waterhouse Canada
Ontario, Canada
$7.35K
SIS
297
Sound Income Strategies
Florida
$7.07K
VNA
298
Valley National Advisers
Pennsylvania
$7K
ACM
299
Accent Capital Management
Ohio
$5.73K
QL
300
Quarry LP
New York
$5.73K