323 hedge funds and large institutions have $3.76B invested in Plexus in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 123 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

2% less funds holding

Funds holding: 329323 (-6)

Holders
323
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
$5.04M
Puts
$695K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$2.44K
HNW
302
High Note Wealth
Minnesota
$2.31K
AssetMark Inc
303
AssetMark Inc
California
$2.17K
CT
304
Clearstead Trust
Maine
$1.88K
RWS
305
Retirement Wealth Solutions
Wisconsin
$1.88K
FFO
306
Fortitude Family Office
Arizona
$1.45K
SS
307
SBI Securities
Japan
$1.01K
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
309
Capital Advisors Ltd
Ohio
$1K
BIA
310
Bell Investment Advisors
California
$869
GEA
311
Glen Eagle Advisors
New Jersey
$868
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$823
RF
313
Rossby Financial
Florida
$583
SIC
314
SJS Investment Consulting
Ohio
$579
CFO
315
CVA Family Office
Colorado
$579
KG
316
Kilter Group
New York
$435
RWM
317
Rialto Wealth Management
New York
$290
AWM
318
Abound Wealth Management
Tennessee
$290
LFG
319
Larson Financial Group
Missouri
$289
HIA
320
HFM Investment Advisors
New Jersey
$289
BHWM
321
Bay Harbor Wealth Management
Maryland
$144
CCMG
322
Clark Capital Management Group
Pennsylvania
Norges Bank
323
Norges Bank
Norway
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
Axa
325
Axa
France