319 hedge funds and large institutions have $3.76B invested in Plexus in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less funds holding

Funds holding: 329319 (-10)

11% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 123

14% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 35

Holders
319
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.04M
Puts
$695K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$626K
SGAM
177
Smith Group Asset Management
Texas
$622K
DT
178
Diversified Trust
Tennessee
$619K
ECM
179
Everence Capital Management
Indiana
$615K
RWM
180
Ritholtz Wealth Management
New York
$605K
MIM
181
Morningstar Investment Management
Illinois
$592K
HighTower Advisors
182
HighTower Advisors
Illinois
$583K
MSRPS
183
Maryland State Retirement & Pension System
Maryland
$561K
LPL Financial
184
LPL Financial
California
$561K
COI
185
Connable Office Inc
Michigan
$528K
VPIM
186
Vanguard Personalized Indexing Management
California
$527K
Mariner
187
Mariner
Kansas
$523K
CSS
188
Cubist Systematic Strategies
Connecticut
$523K
I
189
InceptionR
California
$503K
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$496K
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$471K
QCM
192
Quantinno Capital Management
New York
$468K
CIM
193
Cambria Investment Management
California
$457K
II
194
Inspire Investing
Idaho
$453K
MOACM
195
Mutual of America Capital Management
New York
$437K
CGH
196
Crossmark Global Holdings
Texas
$437K
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$428K
Osaic Holdings
198
Osaic Holdings
Arizona
$427K
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$417K
CBU
200
CIBC Bancorp USA
Illinois
$415K