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GeneDx Holdings
WGS

286 hedge funds and large institutions have $4.03B invested in GeneDx Holdings in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 92 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

24% more capital invested

Capital invested by funds: $3.24B → $4.03B (+$784M)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

7% more funds holding

Funds holding: 268 → 286 (+18)

2.42% more ownership

Funds ownership: 104.79% → 107.22% (+2.4%)

6% less call options, than puts

Call options by funds: $102M | Put options by funds: $108M

9% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 101

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
3.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
59
Increased
92
Reduced
101
Closed
38
Calls
$102M
Puts
$108M
Net Calls
-$5.95M
Net Calls Change
+$36.2M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$65.1M
2
Franklin Resources
Franklin Resources
California
+$56.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.2M
4
Invesco
Invesco
Georgia
+$40.1M
5
UBS AM
UBS AM
Illinois
+$31.2M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$56.4M
2
PCM
Pentwater Capital Management
Florida
-$51.5M
3
Jennison Associates
Jennison Associates
New York
-$40.7M
4
Macquarie Group
Macquarie Group
Australia
-$29M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$18.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
176
Chung Wu Investment Group
Texas
$429K -$41.2K -300 -8%
OF
177
Optimize Financial
California
$423K +$6.04K +44 +1%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$403K -$52.6K -383 -11%
SIC
179
SJS Investment Consulting
Ohio
$390K – – –
ACM
180
ACT Capital Management
Pennsylvania
$390K +$412K +3,000 New
AAM
181
AMI Asset Management
California
$389K +$410K +2,989 New
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$380K +$33.8K +246 +9%
HighTower Advisors
183
HighTower Advisors
Illinois
$349K +$368K +2,682 New
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$347K -$39.8K -290 -10%
EWA
185
Evolution Wealth Advisors
Florida
$342K – – –
BHCM
186
Brevan Howard Capital Management
Jersey
$330K -$366K -2,664 -51%
Cerity Partners
187
Cerity Partners
New York
$329K +$19.5K +142 +6%
VRS
188
Virginia Retirement Systems
Virginia
$325K -$535K -3,900 -61%
MWM
189
Mindset Wealth Management
Indiana
$311K +$51.7K +377 +19%
RRA
190
Round Rock Advisors
Connecticut
$305K +$322K +2,343 New
SO
191
STRS Ohio
Ohio
$299K +$96.1K +700 +44%
Verition Fund Management
192
Verition Fund Management
Connecticut
$290K -$1.63M -11,907 -84%
AC
193
Armistice Capital
New York
$288K +$304K +2,216 New
SOS
194
Silver Oak Securities
Tennessee
$278K -$1.37K -10 -0.5%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$259K +$9.2K +67 +3%
QCM
196
Quantinno Capital Management
New York
$249K +$263K +1,913 New
BFM
197
Boothbay Fund Management
New York
$245K -$348K -2,534 -57%
OAM
198
OP Asset Management
$244K – – –
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$244K +$257K +1,876 New
OAM
200
Oppenheimer Asset Management
New York
$242K -$7K -51 -3%
6 7
8
9 10

WGS Hedge Fund Activity: Q4 2025 in Review

286 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q4 2025, worth a combined $4.03B — up 24% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WGS positions and 38 closed out — a net gain of 21 holders — while 92 added to existing stakes and 101 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $65.1M. The largest seller was William Blair Investment Management, cutting an estimated $56.4M.

  • 286 institutional investors held GeneDx Holdings (WGS) as of Q4 2025, up from 268 in Q3 2025.
  • Funds reported $4.03B of GeneDx Holdings stock for Q4 2025, up 24% quarter-over-quarter.
  • 59 funds opened new GeneDx Holdings positions in Q4 2025 and 38 closed out, a net change of +21 holders.
  • The largest GeneDx Holdings buyer in Q4 2025 was Westfield Capital Management, an estimated $65.1M added.
  • The largest GeneDx Holdings seller in Q4 2025 was William Blair Investment Management, an estimated $56.4M sold.

Based on aggregated 13F filings for Q4 2025.