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GeneDx Holdings

283 hedge funds and large institutions have $4.03B invested in GeneDx Holdings in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 91 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.42% more ownership

Funds ownership: 104.79%107.2% (+2.4%)

6% less call options, than puts

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

10% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 101

Holders
283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$108M
Net Calls
Net Calls Change

Top Buyers

1 +$65.1M
2 +$56.5M
3 +$45.2M
4
Invesco
Invesco
Georgia
+$40.1M
5
UBS AM
UBS AM
Illinois
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$8.19K
PTC
252
Private Trust Company
Ohio
$7.93K
VWWMG
253
Vermillion & White Wealth Management Group
Pennsylvania
$7.28K
RIAS
254
Rachor Investment Advisory Services
Michigan
$7.02K
AAP
255
Arax Advisory Partners
Colorado
$7.02K
NA
256
NewEdge Advisors
Louisiana
$6.5K
ACM
257
Aster Capital Management
United Arab Emirates
$6.37K
FFA
258
Farther Finance Advisors
California
$5.59K
AF
259
Allworth Financial
California
$4.18K
RIL
260
Rothschild Investment LLC
Illinois
$4.16K
SAM
261
Smartleaf Asset Management
Massachusetts
$3.84K
FMTCOCP
262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
QCG
263
Quadrant Capital Group
Ohio
$2.34K
Bessemer Group
264
Bessemer Group
New Jersey
$2K
BAM
265
Bellevue Asset Management
Washington
$1.95K
LFG
266
Larson Financial Group
Missouri
$1.69K
SS
267
SBI Securities
Japan
$1.43K
EWA
268
EverSource Wealth Advisors
Alabama
$1.43K
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.3K
PWA
270
Physician Wealth Advisors
Utah
$1.17K
CCM
271
Chilton Capital Management
Texas
$1.04K
IA
272
IFP Advisors
Florida
$910
CFB
273
Cullen/Frost Bankers
Texas
$566
BIA
274
Bell Investment Advisors
California
$521
PA
275
Parallel Advisors
California
$520