We are live on ! Find out more

336 hedge funds and large institutions have $3.91B invested in Plexus in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 110 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

571% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $2.07M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

3% more funds holding

Funds holding: 325336 (+11)

2.99% more ownership

Funds ownership: 96.4%99.39% (+3%)

4% more capital invested

Capital invested by funds: $3.76B → $3.91B (+$146M)

7% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 118

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
49
Increased
110
Reduced
118
Closed
31
Calls
$13.9M
Puts
$2.07M
Net Calls
+$11.8M
Net Calls Change
+$7.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$635M +$14.2M +97,111 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$534M -$7.49M -51,084 -1%
DGI
3
Disciplined Growth Investors
Minnesota
$234M +$5.46M +37,271 +2%
American Century Companies
4
American Century Companies
Missouri
$229M +$67M +456,730 +41%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$202M +$1.03M +7,051 +0.5%
FMI
6
Fiduciary Management Inc
Wisconsin
$190M -$8.93M -60,916 -5%
State Street
7
State Street
Massachusetts
$151M +$752K +5,128 +0.5%
BNP Paribas Asset Management
8
BNP Paribas Asset Management
France
$148M +$13.3M +90,773 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$98.9M +$594K +4,054 +0.6%
EARNEST Partners
10
EARNEST Partners
Georgia
$98.8M -$5.81M -39,607 -6%
SAM
11
Silvercrest Asset Management
New York
$74.7M -$7.8M -53,203 -9%
Morgan Stanley
12
Morgan Stanley
New York
$73.9M -$456K -3,108 -0.6%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$65.7M +$3.58M +24,441 +6%
Charles Schwab
14
Charles Schwab
California
$57.6M -$633K -4,316 -1%
N
15
Nuveen
North Carolina
$57.5M +$6.23M +42,501 +12%
Victory Capital Management
16
Victory Capital Management
Texas
$51.3M +$28.9M +197,283 +130%
BTW
17
Boston Trust Walden
Massachusetts
$49.9M -$3.5M -23,891 -7%
Northern Trust
18
Northern Trust
Illinois
$48.2M -$1.89M -12,901 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$43.8M -$32.7K -223 -0.1%
UBS Group
20
UBS Group
Switzerland
$34M -$4.13M -28,199 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$32.6M -$2.73M -18,626 -8%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$31.9M -$3.4M -23,171 -10%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$30.2M +$1.05M +7,155 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$27.2M -$589K -4,016 -2%
Bank of America
25
Bank of America
North Carolina
$25.8M -$285K -1,944 -1%