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336 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $2.07M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

3% more funds holding

Funds holding: 325336 (+11)

2.99% more ownership

Funds ownership: 96.4%99.39% (+3%)

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
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
49
Increased
110
Reduced
118
Closed
31
Calls
$13.9M
Puts
$2.07M
Net Calls
+$11.8M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
301
Quarry LP
New York
$5.73K +$5.72K +39 New
PWMG
302
Private Wealth Management Group
New Jersey
$5.44K
JWA
303
JFS Wealth Advisors
Pennsylvania
$5.44K +$1.17K +8 +28%
IA
304
IFP Advisors
Florida
$5.29K +$2.2K +15 +71%
HFM
305
Harvest Fund Management
China
$4K
AssetMark Inc
306
AssetMark Inc
California
$3.53K +$1.32K +9 +60%
TWD
307
True Wealth Design
Ohio
$2.79K -$147 -1 -5%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.65K
GRP
309
Global Retirement Partners
California
$2.5K
HNW
310
High Note Wealth
Minnesota
$2.35K
KFAS
311
Keating Financial Advisory Services
Kansas
$2.06K +$2.05K +14 New
RWS
312
Retirement Wealth Solutions
Wisconsin
$1.91K
FFO
313
Fortitude Family Office
Arizona
$1.62K +$147 +1 +10%
BBHC
314
Brown Brothers Harriman & Co
New York
$1.47K +$1.47K +10 New
CA
315
Clearstead Advisors
Ohio
$1.32K -$6.3K -43 -83%
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$1.32K
SS
317
SBI Securities
Japan
$1.03K
CAL
318
Capital Advisors Ltd
Ohio
$1K
BIA
319
Bell Investment Advisors
California
$882
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$882
GEA
321
Glen Eagle Advisors
New Jersey
$882
RF
322
Rossby Financial
Florida
$735 +$147 +1 +25%
AW
323
Ankerstar Wealth
Texas
$735 +$733 +5 New
AAP
324
Arax Advisory Partners
Colorado
$588 -$235K -1,602 -100%
CFO
325
CVA Family Office
Colorado
$588