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Plexus

379 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, 137 reducing their positions, and 34 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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: 137

Holders
379
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
$19M
Puts
$466K
Net Calls
Net Calls Change

Top Buyers

1 +$108M
2 +$72.1M
3 +$55.9M
4
EA
Emerald Advisers
Pennsylvania
+$31.7M
5
Invesco
Invesco
Georgia
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$21.9K
RFP
327
Root Financial Partners
California
$21.5K
SPIA
328
Steward Partners Investment Advisory
New York
$20.3K
MG
329
Mather Group
Illinois
$19.8K
HCA
330
Harbor Capital Advisors
Illinois
$19K
EP
331
Essential Partners
California
$18K
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$17.4K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$15.2K
KG
334
Kilter Group
New York
$15K
BFS
335
Bare Financial Services
Pennsylvania
$14.8K
Barrow, Hanley, Mewhinney & Strauss
336
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K
WA
337
WPG Advisers
Maryland
$13.4K
CMA
338
Cedar Mountain Advisors
Oregon
$12.8K
HWA
339
HHM Wealth Advisors
Tennessee
$12.2K
RIL
340
Rothschild Investment LLC
Illinois
$10.7K
TWC
341
TD Waterhouse Canada
Ontario, Canada
$10.4K
KFAS
342
Keating Financial Advisory Services
Kansas
$10.1K
VNA
343
Valley National Advisers
Pennsylvania
$10K
CFO
344
CVA Family Office
Colorado
$8.71K
AssetMark Inc
345
AssetMark Inc
California
$8.51K
SIS
346
Sound Income Strategies
Florida
$8.08K
PWMG
347
Private Wealth Management Group
New Jersey
$7.49K
JWA
348
JFS Wealth Advisors
Pennsylvania
$7.29K
IA
349
IFP Advisors
Florida
$7.29K
HFM
350
Harvest Fund Management
China
$6K