378 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, 136 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:

0.84% more ownership

Funds ownership: 99.39%100.22% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 136

Holders
378
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
RFP
326
Root Financial Partners
California
$21.5K
SPIA
327
Steward Partners Investment Advisory
New York
$20.3K
MG
328
Mather Group
Illinois
$19.8K
HCA
329
Harbor Capital Advisors
Illinois
$19K
EPL
330
Essential Partners LLC
California
$18K
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$17.4K
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$15.2K
KG
333
Kilter Group
New York
$15K
BFS
334
Bare Financial Services
Pennsylvania
$14.8K
Barrow, Hanley, Mewhinney & Strauss
335
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K
WA
336
WPG Advisers
Maryland
$13.4K
CMA
337
Cedar Mountain Advisors
Oregon
$12.8K
HWA
338
HHM Wealth Advisors
Tennessee
$12.2K
RIL
339
Rothschild Investment LLC
Illinois
$10.7K
TWC
340
TD Waterhouse Canada
Ontario, Canada
$10.4K
KFAS
341
Keating Financial Advisory Services
Kansas
$10.1K
VNA
342
Valley National Advisers
Pennsylvania
$10K
CFO
343
CVA Family Office
Colorado
$8.71K
AssetMark Inc
344
AssetMark Inc
California
$8.51K
SIS
345
Sound Income Strategies
Florida
$8.08K
PWMG
346
Private Wealth Management Group
New Jersey
$7.49K
JWA
347
JFS Wealth Advisors
Pennsylvania
$7.29K
IA
348
IFP Advisors
Florida
$7.29K
HFM
349
Harvest Fund Management
China
$6K
WTC
350
WhitTier Trust Company
Nevada
$5.54K