238 hedge funds and large institutions have $2.53B invested in Plexus in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 97 reducing their positions, and 23 closing their positions.

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
72
Reduced
97
Closed
23
Calls
$2.45M
Puts
$49K
Net Calls
+$2.4M
Net Calls Change
-$2.05M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$24K 242 -171 -41%
BG
202
Bollard Group
Massachusetts
$24K 240
Nomura Asset Management
203
Nomura Asset Management
Japan
$21.6K 220
WAS
204
Winch Advisory Services
Wisconsin
$20K 200
EWA
205
EverSource Wealth Advisors
Alabama
$18.1K 184
PI
206
PineBridge Investments
New York
$17K 173 -138 -44%
WTG
207
West Tower Group
Virginia
$15.2K 155 +155 New
BTI
208
Blue Trust Inc
Georgia
$15K 155 -852 -85%
PA
209
Parallel Advisors
California
$13.5K 137 -7 -5%
PMAM
210
Picton Mahoney Asset Management
Ontario, Canada
$12K 120 +120 New
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$8.65K 88 +58 +193%
VCM
212
Versant Capital Management
Arizona
$7.96K 81 -9 -10%
Bessemer Group
213
Bessemer Group
New Jersey
$7K 75 +21 +39%
HWA
214
HHM Wealth Advisors
Tennessee
$5.9K 60
VNA
215
Valley National Advisers
Pennsylvania
$5K 50
CFGS
216
Concourse Financial Group Securities
Alabama
$4.72K 48
PFBT
217
Parkside Financial Bank & Trust
Missouri
$4.62K 47 -28 -37%
DA
218
Denali Advisors
California
$3.34K 34 +3 +10%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$2.95K 30 -6,970 -100%
CWC
220
Carolinas Wealth Consulting
North Carolina
$2.85K 29 -5 -15%
FFA
221
Farther Finance Advisors
California
$2.85K 29
AF
222
Allworth Financial
California
$2.75K 28
JWA
223
JFS Wealth Advisors
Pennsylvania
$2.65K 27 -4 -13%
FCA
224
FinTrust Capital Advisors
South Carolina
$2.47K 24
GWS
225
Glassman Wealth Services
Virginia
$2.36K 24