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GeneDx Holdings

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: 1112 (+1)

7% more funds holding

Funds holding: 268286 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
251
Optiver Holding
Netherlands
$9.49K -$6.04K -44 -38%
HFM
252
Harvest Fund Management
China
$9K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$8.19K +$137 +1 +2%
PTC
254
Private Trust Company
Ohio
$7.93K -$11.7K -85 -58%
VWWMG
255
Vermillion & White Wealth Management Group
Pennsylvania
$7.28K
RIAS
256
Rachor Investment Advisory Services
Michigan
$7.02K +$7.41K +54 New
AAP
257
Arax Advisory Partners
Colorado
$7.02K +$1.1K +8 +17%
NA
258
NewEdge Advisors
Louisiana
$6.5K +$6.31K +46 +1,150%
ACM
259
Aster Capital Management
United Arab Emirates
$6.37K +$6.72K +49 New
EP
260
Essential Partners
California
$5.72K +$686 +5 +13%
FFA
261
Farther Finance Advisors
California
$5.59K +$5.08K +37 +617%
AF
262
Allworth Financial
California
$4.18K +$1.37K +10 +45%
RIL
263
Rothschild Investment LLC
Illinois
$4.16K -$412 -3 -9%
SAM
264
Smartleaf Asset Management
Massachusetts
$3.84K +$3.02K +22 +275%
FMTCOCP
265
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
QCG
266
Quadrant Capital Group
Ohio
$2.34K +$2.47K +18 New
Bessemer Group
267
Bessemer Group
New Jersey
$2K
BAM
268
Bellevue Asset Management
Washington
$1.95K
LFG
269
Larson Financial Group
Missouri
$1.69K +$1.24K +9 +225%
SS
270
SBI Securities
Japan
$1.43K -$13.9K -101 -90%
EWA
271
EverSource Wealth Advisors
Alabama
$1.43K +$412 +3 +38%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$1.3K
PWA
273
Physician Wealth Advisors
Utah
$1.17K
CCM
274
Chilton Capital Management
Texas
$1.04K +$1.1K +8 New
IA
275
IFP Advisors
Florida
$910 +$961 +7 New

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.