332 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 116 reducing their positions, and 30 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 ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$144M)

5% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 116

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
332
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
$13.9M
Puts
$2.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$4K
AssetMark Inc
302
AssetMark Inc
California
$3.53K
TWD
303
True Wealth Design
Ohio
$2.79K
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$2.65K
GRP
305
Global Retirement Partners
California
$2.5K
HNW
306
High Note Wealth
Minnesota
$2.35K
KFAS
307
Keating Financial Advisory Services
Kansas
$2.06K
RWS
308
Retirement Wealth Solutions
Wisconsin
$1.91K
FFO
309
Fortitude Family Office
Arizona
$1.62K
BBHC
310
Brown Brothers Harriman & Co
New York
$1.47K
CA
311
Clearstead Advisors
Ohio
$1.32K
PMAM
312
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
SS
313
SBI Securities
Japan
$1.03K
CAL
314
Capital Advisors Ltd
Ohio
$1K
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$882
GEA
316
Glen Eagle Advisors
New Jersey
$882
BIA
317
Bell Investment Advisors
California
$882
RF
318
Rossby Financial
Florida
$735
AW
319
Ankerstar Wealth
Texas
$735
AAP
320
Arax Advisory Partners
Colorado
$588
CFO
321
CVA Family Office
Colorado
$588
SIC
322
SJS Investment Consulting
Ohio
$588
OC
323
Optima Capital
Oregon
$588
KG
324
Kilter Group
New York
$441
RWM
325
Rialto Wealth Management
New York
$441