PLXS icon

Plexus

333 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, 117 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 funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$147M)

6% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 117

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
333
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
IA
301
IFP Advisors
Florida
$5.29K
HFM
302
Harvest Fund Management
China
$4K
AssetMark Inc
303
AssetMark Inc
California
$3.53K
TWD
304
True Wealth Design
Ohio
$2.79K
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$2.65K
GRP
306
Global Retirement Partners
California
$2.5K
HNW
307
High Note Wealth
Minnesota
$2.35K
KFAS
308
Keating Financial Advisory Services
Kansas
$2.06K
RWS
309
Retirement Wealth Solutions
Wisconsin
$1.91K
FFO
310
Fortitude Family Office
Arizona
$1.62K
BBHC
311
Brown Brothers Harriman & Co
New York
$1.47K
CA
312
Clearstead Advisors
Ohio
$1.32K
PMAM
313
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
SS
314
SBI Securities
Japan
$1.03K
CAL
315
Capital Advisors Ltd
Ohio
$1K
BIA
316
Bell Investment Advisors
California
$882
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$882
GEA
318
Glen Eagle Advisors
New Jersey
$882
RF
319
Rossby Financial
Florida
$735
AW
320
Ankerstar Wealth
Texas
$735
AAP
321
Arax Advisory Partners
Colorado
$588
CFO
322
CVA Family Office
Colorado
$588
SIC
323
SJS Investment Consulting
Ohio
$588
OC
324
Optima Capital
Oregon
$588
KG
325
Kilter Group
New York
$441