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380 hedge funds and large institutions have $5.4B invested in Plexus in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 113 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,981% more call options, than puts

Call options by funds: $19M | Put options by funds: $466K

153% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 34

38% more capital invested

Capital invested by funds: $3.91B → $5.4B (+$1.49B)

13% more funds holding

Funds holding: 336380 (+44)

0.85% more ownership

Funds ownership: 99.39%100.23% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 138

Holders
380
Holders Change
+44
Holders Change %
+13.1%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
86
Increased
113
Reduced
138
Closed
34
Calls
$19M
Puts
$466K
Net Calls
+$18.6M
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$86.6K
SAM
302
Smartleaf Asset Management
Massachusetts
$81.4K -$93.9K -494 -54%
CIAM
303
Caitong International Asset Management
Hong Kong
$77.8K +$73K +384 New
Jones Financial Companies
304
Jones Financial Companies
Missouri
$75.7K +$50.7K +267 +236%
WG
305
Wellington Group
Indiana
$68.9K
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$65K +$36.1K +190 +145%
TPWA
307
Twin Peaks Wealth Advisors
California
$62.8K +$58.9K +310 New
HNB
308
Huntington National Bank
Ohio
$61K -$20.7K -109 -27%
AF
309
Allworth Financial
California
$59.3K -$1.71K -9 -3%
Nomura Asset Management
310
Nomura Asset Management
Japan
$56.7K -$7.6K -40 -13%
BG
311
Bollard Group
Massachusetts
$49K
ECSS
312
Eurizon Capital SGR SpA
$45.4K +$25.1K +132 +129%
SCM
313
Sterling Capital Management
North Carolina
$45K -$9.31K -49 -18%
SL
314
Salomon & Ludwin
Virginia
$43.3K
HFS
315
Hantz Financial Services
Michigan
$42K +$24.9K +131 +172%
WAS
316
Winch Advisory Services
Wisconsin
$40.5K
ASN
317
Advisory Services Network
Georgia
$39.5K +$37.1K +195 New
PA
318
Parallel Advisors
California
$37.3K +$1.52K +8 +5%
ACM
319
Aster Capital Management
United Arab Emirates
$35.7K +$53K +279 New
AAS
320
Ameritas Advisory Services
Nebraska
$35.6K +$33.5K +176 New
ETC
321
Exchange Traded Concepts
Oklahoma
$34.8K +$32.7K +172 New
UB
322
UMB Bank
Missouri
$30.4K +$760 +4 +3%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$28.2K +$10.6K +56 +67%
C
324
Covestor
United Kingdom
$28K -$19.2K -101 -42%
RFS
325
Richardson Financial Services
Massachusetts
$24.7K +$23.2K +122 New