332 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 110 increasing their positions, 116 reducing their positions, and 30 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 ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$144M)

5% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 116

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
332
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
$13.9M
Puts
$2.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
176
Mariner
Kansas
$617K
CIM
177
Cambria Investment Management
California
$606K
MIM
178
Morningstar Investment Management
Illinois
$601K
MSRPS
179
Maryland State Retirement & Pension System
Maryland
$579K
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$572K
Osaic Holdings
181
Osaic Holdings
Arizona
$571K
VPIM
182
Vanguard Personalized Indexing Management
California
$557K
LPL Financial
183
LPL Financial
California
$548K
Man Group
184
Man Group
United Kingdom
$539K
RWM
185
Ritholtz Wealth Management
New York
$537K
DWM
186
Dakota Wealth Management
Florida
$534K
I
187
InceptionR
California
$533K
COI
188
Connable Office Inc
Michigan
$518K
Franklin Resources
189
Franklin Resources
California
$511K
EPW
190
Evolve Private Wealth
California
$510K
II
191
Inspire Investing
Idaho
$467K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$459K
MOACM
193
Mutual of America Capital Management
New York
$453K
CGH
194
Crossmark Global Holdings
Texas
$440K
ECM
195
Evergreen Capital Management
Washington
$437K
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$435K
HighTower Advisors
197
HighTower Advisors
Illinois
$434K
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$421K
WAM
199
Watershed Asset Management
California
$418K
QCM
200
QRG Capital Management
Illinois
$415K