328 hedge funds and large institutions have $3.5B invested in Plexus in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
143
Reduced
98
Closed
33
Calls
$3.15M
Puts
Net Calls
+$3.15M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
HNW
301
High Note Wealth
Minnesota
$4.06K -$135 -1 -3%
HFM
302
Harvest Fund Management
China
$4K
JWA
303
JFS Wealth Advisors
Pennsylvania
$3.92K
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$2.44K
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
$1.89K +$1.89K +14 New
CT
306
Clearstead Trust
Maine
$1.76K +$1.76K +13 New
BIA
307
Bell Investment Advisors
California
$1.62K +$812 +6 +100%
FFO
308
Fortitude Family Office
Arizona
$1.22K +$1.22K +9 New
FHA
309
First Horizon Advisors
Tennessee
$1.08K +$1.08K +8 New
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
311
Capital Advisors Ltd
Ohio
$1K
SS
312
SBI Securities
Japan
$947
TWD
313
True Wealth Design
Ohio
$812
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$812
GEA
315
Glen Eagle Advisors
New Jersey
$812
RWM
316
Rialto Wealth Management
New York
$812 +$812 +6 New
Jones Financial Companies
317
Jones Financial Companies
Missouri
$678 +$678 +5 New
PWA
318
Physician Wealth Advisors
Utah
$677 -$542 -4 -44%
LFG
319
Larson Financial Group
Missouri
$677 +$271 +2 +67%
SIC
320
SJS Investment Consulting
Ohio
$542 -$407 -3 -43%
AssetMark Inc
321
AssetMark Inc
California
$541 +$541 +4 New
CFO
322
CVA Family Office
Colorado
$541 +$541 +4 New
PTC
323
Private Trust Company
Ohio
$271
AWM
324
Abound Wealth Management
Tennessee
$271
HIA
325
HFM Investment Advisors
New Jersey
$271 +$136 +1 +100%