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GeneDx Holdings

240 hedge funds and large institutions have $2.01B invested in GeneDx Holdings in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 71 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $15M

41% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 71

0.51% less ownership

Funds ownership: 107.22%106.7% (-0.51%)

16% less funds holding

Funds holding: 286240 (-46)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

48% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 83

50% less capital invested

Capital invested by funds: $4.03B → $2.01B (-$2.02B)

Holders
240
Holders Change
-46
Holders Change %
-16.08%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
43
Increased
100
Reduced
71
Closed
83
Calls
$34.2M
Puts
$15M
Net Calls
+$19.2M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OF
276
Optimize Financial
California
-$423K -3,249 Closed
SIC
277
SJS Investment Consulting
Ohio
-$390K -3,000 Closed
HighTower Advisors
278
HighTower Advisors
Illinois
-$349K -2,682 Closed
EWA
279
Evolution Wealth Advisors
Florida
-$342K -2,632 Closed
Cerity Partners
280
Cerity Partners
New York
-$329K -2,527 Closed
MWM
281
Mindset Wealth Management
Indiana
-$311K -2,390 Closed
RRA
282
Round Rock Advisors
Connecticut
-$305K -2,343 Closed
Verition Fund Management
283
Verition Fund Management
Connecticut
-$290K -2,228 Closed
AC
284
Armistice Capital
New York
-$288K -2,216 Closed
SOS
285
Silver Oak Securities
Tennessee
-$278K -2,168 Closed
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
-$244K -1,876 Closed
OAM
287
Oppenheimer Asset Management
New York
-$242K -1,857 Closed
MML Investors Services
288
MML Investors Services
Massachusetts
-$236K -1,816 Closed
BNA
289
BankChampaign National Association
Illinois
-$235K -1,805 Closed
AWM
290
Avior Wealth Management
Nebraska
-$224K -1,723 Closed
Vontobel Holding
291
Vontobel Holding
Switzerland
-$220K -1,692 Closed
BCA
292
Bay Colony Advisors
Massachusetts
-$208K -1,600 Closed
BPA
293
Beacon Pointe Advisors
California
-$208K -1,599 Closed
KeyBank National Association
294
KeyBank National Association
Ohio
-$201K -1,548 Closed
FRM
295
Fox Run Management
Connecticut
-$201K -1,547 Closed
RA
296
RiverPark Advisors
New York
-$149K -1,146 Closed
AB
297
Amalgamated Bank
New York
-$78K -598 Closed
A
298
AlphaQuest
New York
-$61.3K -471 Closed
GWM
299
Greenline Wealth Management
Florida
-$32.8K -252 Closed
RAM
300
Ramirez Asset Management
New York
-$32.5K -250 Closed