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GeneDx Holdings
WGS

286 hedge funds and large institutions have $4.03B invested in GeneDx Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 92 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

24% more capital invested

Capital invested by funds: $3.24B → $4.03B (+$784M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

7% more funds holding

Funds holding: 268 → 286 (+18)

2.42% more ownership

Funds ownership: 104.79% → 107.22% (+2.4%)

6% less call options, than puts

Call options by funds: $102M | Put options by funds: $108M

9% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 101

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
3.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
59
Increased
92
Reduced
101
Closed
38
Calls
$102M
Puts
$108M
Net Calls
-$5.95M
Net Calls Change
+$36.2M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$65.1M
2
Franklin Resources
Franklin Resources
California
+$56.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.2M
4
Invesco
Invesco
Georgia
+$40.1M
5
UBS AM
UBS AM
Illinois
+$31.2M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$56.4M
2
PCM
Pentwater Capital Management
Florida
-$51.5M
3
Jennison Associates
Jennison Associates
New York
-$40.7M
4
Macquarie Group
Macquarie Group
Australia
-$29M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
226
Versant Capital Management
Arizona
$59.2K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$50.3K -$394K -2,867 -88%
GI
228
GAMMA Investing
California
$40.1K +$8.1K +59 +24%
BL
229
Bleichroeder LP
New York
$39.5K – – –
Bank Julius Baer & Co
230
Bank Julius Baer & Co
Switzerland
$35.1K +$37.1K +270 New
GWM
231
Greenline Wealth Management
Florida
$32.8K +$34.6K +252 New
RAM
232
Ramirez Asset Management
New York
$32.5K +$34.3K +250 New
AWM
233
Activest Wealth Management
Florida
$31.2K – – –
Jones Financial Companies
234
Jones Financial Companies
Missouri
$29K +$1.24K +9 +4%
KAS
235
Kestra Advisory Services
Texas
$27.1K +$28.5K +208 New
WSFS
236
Wilmington Savings Fund Society
Delaware
$26K – – –
MA
237
MCF Advisors
Kentucky
$25.8K -$9.61K -70 -26%
HI
238
Harbour Investments
Wisconsin
$20.9K +$7K +51 +46%
WTC
239
WhitTier Trust Company
Nevada
$19.7K +$19.9K +145 New
SCM
240
Sterling Capital Management
North Carolina
$16.3K +$10.8K +79 +172%
WA
241
WPG Advisers
Maryland
$16.3K +$17.2K +125 New
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K -$3.71K -27 -19%
SEP
243
Signature Equity Partners
Ohio
$14.3K +$15.1K +110 New
PWMG
244
Prestige Wealth Management Group
New Jersey
$13K – – –
SPIA
245
Steward Partners Investment Advisory
New York
$12.7K -$549 -4 -4%
GRP
246
Global Retirement Partners
California
$12K +$12.1K +88 +2,200%
S
247
SignatureFD
Georgia
$11.8K +$6.72K +49 +117%
TWD
248
True Wealth Design
Ohio
$10.5K – – –
KAS
249
Kemnay Advisory Services
New York
$9.76K +$10.3K +75 New
CA
250
CoreCap Advisors
Michigan
$9.62K -$549 -4 -5%
8 9
10
11 12

WGS Hedge Fund Activity: Q4 2025 in Review

286 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q4 2025, worth a combined $4.03B — up 24% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WGS positions and 38 closed out — a net gain of 21 holders — while 92 added to existing stakes and 101 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $65.1M. The largest seller was William Blair Investment Management, cutting an estimated $56.4M.

  • 286 institutional investors held GeneDx Holdings (WGS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $4.03B of GeneDx Holdings stock for Q4 2025, up 24% quarter-over-quarter.
  • 59 funds opened new GeneDx Holdings positions in Q4 2025 and 38 closed out, a net change of +21 holders.
  • The largest GeneDx Holdings buyer in Q4 2025 was Westfield Capital Management, an estimated $65.1M added.
  • The largest GeneDx Holdings seller in Q4 2025 was William Blair Investment Management, an estimated $56.4M sold.

Based on aggregated 13F filings for Q4 2025.