333 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, 117 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 funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$147M)

6% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 117

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
333
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
WAM
201
Watershed Asset Management
California
$418K
QCM
202
QRG Capital Management
Illinois
$415K
CJ
203
Caitlin John
Michigan
$408K
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$360K
LCM
205
Legato Capital Management
California
$352K
PA
206
Profund Advisors
Maryland
$349K
SB
207
SIG Brokerage
New York
$345K
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$333K
VRS
209
Virginia Retirement Systems
Virginia
$331K
X
210
Xponance
Pennsylvania
$330K
AIP
211
Ameritas Investment Partners
Nebraska
$321K
RRA
212
Round Rock Advisors
Connecticut
$318K
IIC
213
Integrated Investment Consultants
Michigan
$317K
GT
214
Glenmede Trust
Pennsylvania
$299K
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$299K
HWAM
216
Hennion & Walsh Asset Management
New Jersey
$296K
VI
217
Vestcor Inc
New Brunswick, Canada
$294K
CT
218
Chicago Trust
Illinois
$294K
Neuberger Berman Group
219
Neuberger Berman Group
New York
$283K
SOW
220
State of Wyoming
Wyoming
$282K
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$282K
WANY
222
Wealthspire Advisors (New York)
New York
$277K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$275K
EWM
224
Endowment Wealth Management
Wisconsin
$266K
GIA
225
Guyasuta Investment Advisors
Pennsylvania
$265K