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Trex
TREX

Overview Fund Activity

438 hedge funds and large institutions have $6.2B invested in Trex in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 148 reducing their positions, and 65 closing their positions.

Holders
438
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
151
Reduced
148
Closed
65
Calls
$14.7M
Puts
$21.1M
Net Calls
-$6.42M
Net Calls Change
-$8.31M

Top Buyers

1
KPM
1
Kinetic Partners Management
Florida
$57.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$63.1M
3
Millennium Management
3
Millennium Management
New York
$47.8M
4
Bank of America
4
Bank of America
North Carolina
$70.7M
5
Citigroup
5
Citigroup
New York
$37.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$18.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$42.9M
3
Invesco
3
Invesco
Georgia
$10.2M
4
A
4
AustralianSuper
Australia
$25.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$403M
Name Market Value Shares Shares
Change 		Shares
Change %
KGP
401
Keystone Global Partners
Colorado
$3.53K 65 +65 New
PWMG
402
Private Wealth Management Group
New Jersey
$3.48K 64 – –
JWA
403
JFS Wealth Advisors
Pennsylvania
$3.37K 62 -11 -15%
CW
404
Curio Wealth
Maryland
$3.37K 62 +61 +6,100%
FDCP
405
Foster Dykema Cabot & Partners
Massachusetts
$3.32K 61 – –
KIG
406
Kessler Investment Group
Indiana
$3.26K 60 – –
MA
407
Montag & Associates
Georgia
$3.16K 58 – –
AssetMark Inc
408
AssetMark Inc
California
$3.05K 56 +43 +331%
NL
409
NVWM LLC
Pennsylvania
$2.23K 41 – –
PPC
410
Park Place Capital
Alabama
$2.08K 36 – –
BFP
411
Briaud Financial Planning
Texas
$2K 49 – –
HWM
412
Hemington Wealth Management
Virginia
$2K 45 +17 +61%
FFO
413
Fortitude Family Office
Arizona
$1.96K 36 -164 -82%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.8K 33 – –
PP
415
Pacifica Partners
Canada
$1.59K 29 – –
PWMG
416
Prestige Wealth Management Group
New Jersey
$1.58K 29 +6 +26%
VCM
417
Versant Capital Management
Arizona
$1.52K 28 +28 New
CFD
418
Creative Financial Designs
Indiana
$1.47K 27 +27 New
CFO
419
CVA Family Office
Colorado
$1.25K 23 +15 +188%
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$1.25K 23 +22 +2,200%
SC
421
SouthState Corp
Florida
$1.09K 20 -15 -43%
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$925 17 +4 +31%
CPG
423
Cornerstone Planning Group
New Jersey
$855 13 -15 -54%
CH
424
Cromwell Holdings
Wyoming
$598 11 +6 +120%
TWD
425
True Wealth Design
Ohio
$544 10 +5 +100%
15 16
17
18 19