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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
WTC
351
WhitTier Trust Company
Nevada
$5.54K
FFO
352
Fortitude Family Office
Arizona
$4.86K
TWD
353
True Wealth Design
Ohio
$3.85K
RWS
354
Retirement Wealth Solutions
Wisconsin
$3.44K
CA
355
CoreCap Advisors
Michigan
$3.44K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3.04K
TCM
357
TD Capital Management
Tennessee
$2.63K
RF
358
Rossby Financial
Florida
$2.49K
MAM
359
Marquette Asset Management
Minnesota
$2.23K
MCM
360
MAI Capital Management
Ohio
$2.03K
CAL
361
Capital Advisors Ltd
Ohio
$2K
SS
362
SBI Securities
Japan
$1.42K
BIA
363
Bell Investment Advisors
California
$1.22K
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$1.22K
SIC
365
SJS Investment Consulting
Ohio
$1.22K
GEA
366
Glen Eagle Advisors
New Jersey
$1.22K
AW
367
Ankerstar Wealth
Texas
$1.01K
AW
368
Avion Wealth
Texas
$1K
RWM
369
Rialto Wealth Management
New York
$811
GWM
370
Gilpin Wealth Management
Colorado
$811
ZBNA
371
Zions Bancorporation, National Association
Utah
$608
VWM
372
Vermillion Wealth Management
Minnesota
$608
GFA
373
Godfrey Financial Associates
New York
$608
CFM
374
Cornerstone Financial Management
Massachusetts
$608
AWM
375
Abound Wealth Management
Tennessee
$406