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GeneDx Holdings

268 hedge funds and large institutions have $3.24B invested in GeneDx Holdings in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 86 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 31

16% more funds holding

Funds holding: 231268 (+37)

12% more capital invested

Capital invested by funds: $2.91B → $3.24B (+$335M)

5% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5.62% less ownership

Funds ownership: 110.41%104.79% (-5.6%)

26% less call options, than puts

Call options by funds: $122M | Put options by funds: $164M

Holders
268
Holders Change
+37
Holders Change %
+16.02%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
69
Increased
86
Reduced
82
Closed
31
Calls
$122M
Puts
$164M
Net Calls
-$42.2M
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$351K +$156K +1,436 +79%
ProShare Advisors
177
ProShare Advisors
Maryland
$346K -$69.7K -640 -17%
OF
178
Optimize Financial
California
$345K +$349K +3,205 New
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$330K -$59.4K -545 -15%
Creative Planning
180
Creative Planning
Kansas
$327K +$330K +3,033 New
SIC
181
SJS Investment Consulting
Ohio
$323K -$139K -1,280 -30%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$323K +$7.19K +66 +2%
Citigroup
183
Citigroup
New York
$316K -$575K -5,275 -64%
KA
184
Kovack Advisors
Florida
$309K +$39K +358 +14%
KeyBank National Association
185
KeyBank National Association
Ohio
$306K +$309K +2,838 New
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$288K
GSC
187
Ground Swell Capital
South Carolina
$286K +$289K +2,654 New
EWA
188
Evolution Wealth Advisors
Florida
$284K
IQI
189
Integrated Quantitative Investments
Washington
$282K -$162K -1,487 -36%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$270K -$46.1K -423 -14%
RP
191
Regal Partners
Australia
$269K +$272K +2,500 New
GCM
192
Graham Capital Management
Connecticut
$268K +$271K +2,485 New
TSS
193
Two Sigma Securities
New York
$265K +$268K +2,464 New
Cerity Partners
194
Cerity Partners
New York
$257K +$11.2K +103 +5%
OC
195
Oppenheimer & Co
New York
$237K +$240K +2,201 New
SOS
196
Silver Oak Securities
Tennessee
$235K +$237K +2,178 New
Stifel Financial
197
Stifel Financial
Missouri
$223K +$226K +2,072 New
MWM
198
Mindset Wealth Management
Indiana
$217K +$219K +2,013 New
CBU
199
CIBC Bancorp USA
Illinois
$216K +$218K +2,001 New
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$207K -$24.6K -226 -11%

WGS Hedge Fund Activity: Q3 2025 in Review

268 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q3 2025, worth a combined $3.24B — up 12% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WGS positions and 31 closed out — a net gain of 38 holders — while 86 added to existing stakes and 82 trimmed.

The largest buyer was ARK Investment Management, opening a new position worth an estimated $48.7M. The largest seller was UBS Group, cutting an estimated $92.8M.

  • 268 institutional investors held GeneDx Holdings (WGS) as of Q3 2025, up from 231 in Q2 2025.
  • Funds reported $3.24B of GeneDx Holdings stock for Q3 2025, up 12% quarter-over-quarter.
  • 69 funds opened new GeneDx Holdings positions in Q3 2025 and 31 closed out, a net change of +38 holders.
  • The largest GeneDx Holdings buyer in Q3 2025 was ARK Investment Management, an estimated $48.7M added.
  • The largest GeneDx Holdings seller in Q3 2025 was UBS Group, an estimated $92.8M sold.

Based on aggregated 13F filings for Q3 2025.