335 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 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 ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$146M)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
335
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
PWMG
301
Private Wealth Management Group
New Jersey
$5.44K
JWA
302
JFS Wealth Advisors
Pennsylvania
$5.44K
IA
303
IFP Advisors
Florida
$5.29K
HFM
304
Harvest Fund Management
China
$4K
AssetMark Inc
305
AssetMark Inc
California
$3.53K
TWD
306
True Wealth Design
Ohio
$2.79K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.65K
GRP
308
Global Retirement Partners
California
$2.5K
HNW
309
High Note Wealth
Minnesota
$2.35K
KFAS
310
Keating Financial Advisory Services
Kansas
$2.06K
RWS
311
Retirement Wealth Solutions
Wisconsin
$1.91K
FFO
312
Fortitude Family Office
Arizona
$1.62K
BBHC
313
Brown Brothers Harriman & Co
New York
$1.47K
CA
314
Clearstead Advisors
Ohio
$1.32K
PMAM
315
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
SS
316
SBI Securities
Japan
$1.03K
CAL
317
Capital Advisors Ltd
Ohio
$1K
BIA
318
Bell Investment Advisors
California
$882
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$882
GEA
320
Glen Eagle Advisors
New Jersey
$882
RF
321
Rossby Financial
Florida
$735
AW
322
Ankerstar Wealth
Texas
$735
AAP
323
Arax Advisory Partners
Colorado
$588
CFO
324
CVA Family Office
Colorado
$588
SIC
325
SJS Investment Consulting
Ohio
$588