We are live on ! Find out more
WGS icon

GeneDx Holdings

225 hedge funds and large institutions have $2.52B invested in GeneDx Holdings in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $25.3M

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

46% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 59

39% more capital invested

Capital invested by funds: $1.81B → $2.52B (+$707M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15.58% more ownership

Funds ownership: 85.66%101.24% (+16%)

13% more funds holding

Funds holding: 199225 (+26)

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
58
Increased
86
Reduced
59
Closed
31
Calls
$62.7M
Puts
$25.3M
Net Calls
+$37.3M
Net Calls Change
+$28.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$357K +$320K +3,691 +1,079%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$343K
VF
153
Virtu Financial
New York
$321K +$314K +3,622 New
SIC
154
SJS Investment Consulting
Ohio
$316K
CWIG
155
Chung Wu Investment Group
Texas
$270K +$265K +3,050 New
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$264K +$258K +2,978 New
CWM
157
CIBC World Markets
New York
$251K +$246K +2,835 New
ProShare Advisors
158
ProShare Advisors
Maryland
$245K -$72.1K -831 -23%
NA
159
NewEdge Advisors
Louisiana
$240K +$235K +2,707 +270,700%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$237K -$18.2K -210 -7%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$235K -$23.7K -273 -9%
OAM
162
Oxford Asset Management
United Kingdom
$234K +$229K +2,645 New
EWA
163
Evolution Wealth Advisors
Florida
$233K
SO
164
STRS Ohio
Ohio
$230K +$26K +300 +13%
BCM
165
Bayesian Capital Management
New York
$230K +$226K +2,600 New
Cerity Partners
166
Cerity Partners
New York
$227K +$222K +2,559 New
VRS
167
Virginia Retirement Systems
Virginia
$221K +$217K +2,500 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$221K -$24.6K -283 -10%
TI
169
Tidal Investments
Wisconsin
$207K -$422K -4,861 -67%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$197K +$125K +1,443 +185%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$133K -$2.2M -25,400 -94%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$132K +$129K +1,485 New
PD
173
Point72 (DIFC)
United Arab Emirates
$122K +$119K +1,375 New
AIP
174
Ameritas Investment Partners
Nebraska
$105K
KBC Group
175
KBC Group
Belgium
$81K +$79.8K +920 New