330 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, 145 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
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
$3.15M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.8M
2 +$9.22M
3 +$8.88M
4
Morgan Stanley
Morgan Stanley
New York
+$8.66M
5
Bank of America
Bank of America
North Carolina
+$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$5K
HFS
302
Hantz Financial Services
Michigan
$5K
HNW
303
High Note Wealth
Minnesota
$4.06K
HFM
304
Harvest Fund Management
China
$4K
JWA
305
JFS Wealth Advisors
Pennsylvania
$3.92K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.44K
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$1.89K
CT
308
Clearstead Trust
Maine
$1.76K
BIA
309
Bell Investment Advisors
California
$1.62K
FFO
310
Fortitude Family Office
Arizona
$1.22K
FHA
311
First Horizon Advisors
Tennessee
$1.08K
CAL
312
Capital Advisors Ltd
Ohio
$1K
PMAM
313
Picton Mahoney Asset Management
Ontario, Canada
$1K
SS
314
SBI Securities
Japan
$947
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$812
TWD
316
True Wealth Design
Ohio
$812
GEA
317
Glen Eagle Advisors
New Jersey
$812
RWM
318
Rialto Wealth Management
New York
$812
Jones Financial Companies
319
Jones Financial Companies
Missouri
$678
PWA
320
Physician Wealth Advisors
Utah
$677
LFG
321
Larson Financial Group
Missouri
$677
SIC
322
SJS Investment Consulting
Ohio
$542
AssetMark Inc
323
AssetMark Inc
California
$541
CFO
324
CVA Family Office
Colorado
$541
AWM
325
Abound Wealth Management
Tennessee
$271