We are live on ! Find out more

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
HFM
351
Harvest Fund Management
China
$6K
WTC
352
WhitTier Trust Company
Nevada
$5.54K +$5.13K +27 New
FFO
353
Fortitude Family Office
Arizona
$4.86K +$2.47K +13 +118%
TWD
354
True Wealth Design
Ohio
$3.85K
RWS
355
Retirement Wealth Solutions
Wisconsin
$3.44K +$760 +4 +31%
CA
356
CoreCap Advisors
Michigan
$3.44K +$3.23K +17 New
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$3.04K -$570 -3 -17%
TCM
358
TD Capital Management
Tennessee
$2.63K +$2.47K +13 New
RF
359
Rossby Financial
Florida
$2.49K +$1.33K +7 +140%
MAM
360
Marquette Asset Management
Minnesota
$2.23K +$2.09K +11 New
MCM
361
MAI Capital Management
Ohio
$2.03K +$1.9K +10 New
CAL
362
Capital Advisors Ltd
Ohio
$2K
SS
363
SBI Securities
Japan
$1.42K
BIA
364
Bell Investment Advisors
California
$1.22K
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$1.22K
SIC
366
SJS Investment Consulting
Ohio
$1.22K +$380 +2 +50%
GEA
367
Glen Eagle Advisors
New Jersey
$1.22K
AW
368
Ankerstar Wealth
Texas
$1.01K
AW
369
Avion Wealth
Texas
$1K
RWM
370
Rialto Wealth Management
New York
$811 +$190 +1 +33%
GWM
371
Gilpin Wealth Management
Colorado
$811 +$380 +2 +100%
CFM
372
Cornerstone Financial Management
Massachusetts
$608 +$570 +3 New
GFA
373
Godfrey Financial Associates
New York
$608 +$570 +3 New
VWM
374
Vermillion Wealth Management
Minnesota
$608 +$570 +3 New
ZBNA
375
Zions Bancorporation, National Association
Utah
$608 +$570 +3 New