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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
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$21.9K
RFP
327
Root Financial Partners
California
$21.5K +$2.09K +11 +12%
SPIA
328
Steward Partners Investment Advisory
New York
$20.3K
MG
329
Mather Group
Illinois
$19.8K +$18.6K +98 New
HCA
330
Harbor Capital Advisors
Illinois
$19K +$5.89K +31 +49%
EP
331
Essential Partners
California
$18K +$380 +2 +2%
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$17.4K -$7.22K -38 -31%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$15.2K -$10.1K -53 -41%
KG
334
Kilter Group
New York
$15K +$13.5K +71 +2,367%
BFS
335
Bare Financial Services
Pennsylvania
$14.8K +$2.66K +14 +24%
Barrow, Hanley, Mewhinney & Strauss
336
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K
BWA
337
Basecamp Wealth Advisors
Washington
$13.4K -$5.51K -29 -31%
WA
338
WPG Advisers
Maryland
$13.4K +$12.5K +66 New
CMA
339
Cedar Mountain Advisors
Oregon
$12.8K +$12K +63 New
HWA
340
HHM Wealth Advisors
Tennessee
$12.2K
RIL
341
Rothschild Investment LLC
Illinois
$10.7K
TWC
342
TD Waterhouse Canada
Ontario, Canada
$10.4K
KFAS
343
Keating Financial Advisory Services
Kansas
$10.1K +$6.84K +36 +257%
VNA
344
Valley National Advisers
Pennsylvania
$10K
CFO
345
CVA Family Office
Colorado
$8.71K +$7.41K +39 +975%
AssetMark Inc
346
AssetMark Inc
California
$8.51K +$3.42K +18 +75%
SIS
347
Sound Income Strategies
Florida
$8.08K
PWMG
348
Private Wealth Management Group
New Jersey
$7.49K
JWA
349
JFS Wealth Advisors
Pennsylvania
$7.29K -$190 -1 -3%
IA
350
IFP Advisors
Florida
$7.29K