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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
AWM
301
Activest Wealth Management
Florida
-$21.9K -240 Closed
KAS
302
Kestra Advisory Services
Texas
-$27.1K -208 Closed
MA
303
MCF Advisors
Kentucky
-$25.8K -198 Closed
HFM
304
Harvest Fund Management
China
-$9K -165 Closed
PWMG
305
Prestige Wealth Management Group
New Jersey
-$13K -100 Closed
KAS
306
Kemnay Advisory Services
New York
-$9.76K -75 Closed
CA
307
CoreCap Advisors
Michigan
-$9.62K -74 Closed
VWWMG
308
Vermillion & White Wealth Management Group
Pennsylvania
-$7.28K -56 Closed
AAP
309
Arax Advisory Partners
Colorado
-$7.02K -54 Closed
NA
310
NewEdge Advisors
Louisiana
-$6.5K -50 Closed
ACM
311
Aster Capital Management
United Arab Emirates
-$6.37K -49 Closed
FMTCOCP
312
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$3K -20 Closed
QCG
313
Quadrant Capital Group
Ohio
-$2.34K -18 Closed
BAM
314
Bellevue Asset Management
Washington
-$1.95K -15 Closed
LFG
315
Larson Financial Group
Missouri
-$1.69K -13 Closed
PWA
316
Physician Wealth Advisors
Utah
-$1.17K -9 Closed
CCM
317
Chilton Capital Management
Texas
-$1.04K -8 Closed
BFS
318
Bare Financial Services
Pennsylvania
-$520 -4 Closed
BIA
319
Bell Investment Advisors
California
-$521 -4 Closed
CFB
320
Cullen/Frost Bankers
Texas
-$566 -4 Closed
PA
321
Parallel Advisors
California
-$520 -4 Closed
NRG
322
Nemes Rush Group
Michigan
-$390 -3 Closed