326 hedge funds and large institutions have $3.29B invested in Plexus in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 39 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 funds holding in top 10

Funds holding in top 10:

1.72% less ownership

Funds ownership: 96.6%94.88% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

20% less capital invested

Capital invested by funds: $4.09B → $3.29B (-$808M)

Holders
326
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
$4.83M
Puts
$38K
Net Calls
Net Calls Change

Top Buyers

1 +$24.4M
2 +$17.2M
3 +$13.4M
4
Invesco
Invesco
Georgia
+$10.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$10.5M

Top Sellers

1 -$57.5M
2 -$22.2M
3 -$16.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.3M
5
Goldman Sachs
Goldman Sachs
New York
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
301
Brooklyn Investment Group
New York
$3.33K
CWC
302
Carolinas Wealth Consulting
North Carolina
$2.69K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$2.31K
BFS
304
Bare Financial Services
Pennsylvania
$1.92K
IA
305
IFP Advisors
Florida
$1.67K
PWA
306
Physician Wealth Advisors
Utah
$1.15K
CAL
307
Capital Advisors Ltd
Ohio
$1K
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$1K
SIC
309
SJS Investment Consulting
Ohio
$897
SS
310
SBI Securities
Japan
$897
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$769
GEA
312
Glen Eagle Advisors
New Jersey
$769
BIA
313
Bell Investment Advisors
California
$769
TWD
314
True Wealth Design
Ohio
$769
SC
315
Stephens Consulting
Michigan
$641
GFPC
316
Global Financial Private Client
Florida
$513
LFG
317
Larson Financial Group
Missouri
$384
AWM
318
Abound Wealth Management
Tennessee
$257
CIAM
319
Caitong International Asset Management
Hong Kong
$256
PTC
320
Private Trust Company
Ohio
$256
HIA
321
HFM Investment Advisors
New Jersey
$129
PWM
322
Parkworth Wealth Management
California
$128
BHWM
323
Bay Harbor Wealth Management
Maryland
$128
SFG
324
Stonebridge Financial Group
Pennsylvania
$128
Norges Bank
325
Norges Bank
Norway