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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

WGS Hedge Fund Activity: Q1 2026 in Review

240 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q1 2026, worth a combined $2.01B — down 50% from $4.03B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WGS and 43 opened new positions — a net loss of 40 holders — while 71 trimmed existing stakes and 100 added.

The largest buyer was ARK Investment Management, adding an estimated $65.7M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $51.4M sold.

  • 240 institutional investors held GeneDx Holdings (WGS) as of Q1 2026, down from 286 in Q4 2025.
  • Funds reported $2.01B of GeneDx Holdings stock for Q1 2026, down 50% quarter-over-quarter.
  • 43 funds opened new GeneDx Holdings positions in Q1 2026 and 83 closed out, a net change of -40 holders.
  • The largest GeneDx Holdings buyer in Q1 2026 was ARK Investment Management, an estimated $65.7M added.
  • The largest GeneDx Holdings seller in Q1 2026 was Driehaus Capital Management, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2026.