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Plexus

379 hedge funds and large institutions have $5.4B invested in Plexus in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 113 increasing their positions, 137 reducing their positions, and 34 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.85% more ownership

Funds ownership: 99.39%100.23% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 137

Holders
379
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
$19M
Puts
$466K
Net Calls
Net Calls Change

Top Buyers

1 +$108M
2 +$72.1M
3 +$55.9M
4
EA
Emerald Advisers
Pennsylvania
+$31.7M
5
Invesco
Invesco
Georgia
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$86.6K
SAM
302
Smartleaf Asset Management
Massachusetts
$81.4K
CIAM
303
Caitong International Asset Management
Hong Kong
$77.8K
Jones Financial Companies
304
Jones Financial Companies
Missouri
$75.7K
WG
305
Wellington Group
Indiana
$68.9K
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$65K
TPWA
307
Twin Peaks Wealth Advisors
California
$62.8K
HNB
308
Huntington National Bank
Ohio
$61K
AF
309
Allworth Financial
California
$59.3K
Nomura Asset Management
310
Nomura Asset Management
Japan
$56.7K
BG
311
Bollard Group
Massachusetts
$49K
ECSS
312
Eurizon Capital SGR SpA
$45.4K
SCM
313
Sterling Capital Management
North Carolina
$45K
SL
314
Salomon & Ludwin
Virginia
$43.3K
HFS
315
Hantz Financial Services
Michigan
$42K
WAS
316
Winch Advisory Services
Wisconsin
$40.5K
ASN
317
Advisory Services Network
Georgia
$39.5K
PA
318
Parallel Advisors
California
$37.3K
ACM
319
Aster Capital Management
United Arab Emirates
$35.7K
AAS
320
Ameritas Advisory Services
Nebraska
$35.6K
ETC
321
Exchange Traded Concepts
Oklahoma
$34.8K
UB
322
UMB Bank
Missouri
$30.4K
PFBT
323
Parkside Financial Bank & Trust
Missouri
$28.2K
C
324
Covestor
United Kingdom
$28K
RFS
325
Richardson Financial Services
Massachusetts
$24.7K