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422 hedge funds and large institutions have $3.86B invested in Trex in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 129 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 129

5% more capital invested

Capital invested by funds: $3.68B → $3.86B (+$184M)

4.97% more ownership

Funds ownership: 97.37%102.34% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

2% less funds holding

Funds holding: 432422 (-10)

53% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $28M

Holders
422
Holders Change
-10
Holders Change %
-2.31%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
157
Reduced
129
Closed
68
Calls
$13.2M
Puts
$28M
Net Calls
-$14.8M
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
401
Signature Equity Partners
Ohio
$728
CH
402
Cromwell Holdings
Wyoming
$656
WPA
403
Wealth Preservation Advisors
Tennessee
$619 +$684 +17 New
TFM
404
TFC Financial Management
Massachusetts
$547
CFO
405
CVA Family Office
Colorado
$510 +$563 +14 New
KG
406
Kilter Group
New York
$510 +$563 +14 New
CPG
407
Cornerstone Planning Group
New Jersey
$489 +$161 +4 +44%
SC
408
SouthState Corp
Florida
$365 -$1.45K -36 -78%
ACA
409
American Capital Advisory
Idaho
$328
FMP
410
Financial Management Professionals
Texas
$291 +$161 +4 +100%
TWM
411
TopTier Wealth Management
Wisconsin
$291 +$322 +8 New
MCM
412
MV Capital Management
Maryland
$219 +$40 +1 +20%
HI
413
Harbour Investments
Wisconsin
$184 -$161 -4 -44%
KFAS
414
Keating Financial Advisory Services
Kansas
$182 +$121 +3 +150%
BWL
415
Bogart Wealth LLC
Virginia
$182 +$201 +5 New
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$146
JWA
417
JFS Wealth Advisors
Pennsylvania
$146
BHWM
418
Bay Harbor Wealth Management
Maryland
$145 +$80 +2 +100%
DF
419
Dunhill Financial
United Kingdom
$123
TPWA
420
Twin Peaks Wealth Advisors
California
$109 +$121 +3 New
VWA
421
Valued Wealth Advisors
Utah
$73
VWM
422
Vermillion Wealth Management
Minnesota
$36 +$40 +1 New
Norges Bank
423
Norges Bank
Norway
-$62.9M -1,793,154 Closed
Two Sigma Advisers
424
Two Sigma Advisers
New York
-$20.2M -574,500 Closed
LPC
425
Long Pond Capital
New York
-$17M -484,286 Closed