326 hedge funds and large institutions have $3.29B invested in Plexus in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 39 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.72% less ownership

Funds ownership: 96.6%94.88% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

20% less capital invested

Capital invested by funds: $4.09B → $3.29B (-$808M)

Holders
326
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
$4.83M
Puts
$38K
Net Calls
Net Calls Change

Top Buyers

1 +$24.4M
2 +$17.2M
3 +$13.4M
4
Invesco
Invesco
Georgia
+$10.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$10.5M

Top Sellers

1 -$57.5M
2 -$22.2M
3 -$16.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.3M
5
Goldman Sachs
Goldman Sachs
New York
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
176
Resona Asset Management
Japan
$633K
NRD
177
Nebula Research & Development
New York
$614K
Allspring Global Investments
178
Allspring Global Investments
North Carolina
$600K
LCM
179
Legato Capital Management
California
$600K
CL
180
Choreo LLC
Illinois
$579K
KCM
181
Kennondale Capital Management
Virginia
$564K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$553K
PTC
183
Petrus Trust Company
Texas
$551K
LPL Financial
184
LPL Financial
California
$551K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$549K
ECM
186
Everence Capital Management
Indiana
$545K
SGAM
187
Smith Group Asset Management
Texas
$536K
Universal-Beteiligungs- und Servicegesellschaft
188
Universal-Beteiligungs- und Servicegesellschaft
Germany
$529K
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$515K
SCM
190
Sterling Capital Management
North Carolina
$510K
HighTower Advisors
191
HighTower Advisors
Illinois
$508K
MOACM
192
Mutual of America Capital Management
New York
$505K
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$502K
QCM
194
QRG Capital Management
Illinois
$502K
DT
195
Diversified Trust
Tennessee
$496K
HWAM
196
Hennion & Walsh Asset Management
New Jersey
$495K
COI
197
Connable Office Inc
Michigan
$468K
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$452K
IIC
199
Integrated Investment Consultants
Michigan
$446K
CIM
200
Cambria Investment Management
California
$445K