WGS icon

GeneDx Holdings
WGS

Overview Fund Activity

226 hedge funds and large institutions have $2.9B invested in GeneDx Holdings in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 48 closing their positions.

Holders
226
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
3.03%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.15%
New
53
Increased
86
Reduced
63
Closed
48
Calls
$137M
Puts
$199M
Net Calls
-$61.6M
Net Calls Change
-$98.9M

Top Buyers

1
PCM
1
Pentwater Capital Management
Florida
$113M
2
UBS Group
2
UBS Group
Switzerland
$92.5M
3
CM
3
Corvex Management
New York
$282M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$95.7M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.1M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$70.8M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$845K
4
American Century Companies
4
American Century Companies
Missouri
$0
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$4.85M
Name Market Value Shares Shares
Change 		Shares
Change %
TWD
201
True Wealth Design
Ohio
$7.11K 77 -2 -3%
HIM
202
Hillsdale Investment Management
Ontario, Canada
$6.46K 70 – –
CA
203
Clearstead Advisors
Ohio
$5.35K 58 -7 -11%
VWWMG
204
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K 56 +4 +8%
SCM
205
Sterling Capital Management
North Carolina
$4.15K 45 -149 -77%
IA
206
IFP Advisors
Florida
– – -36 Closed
S
207
SignatureFD
Georgia
$3.88K 42 -27 -39%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$3.79K 41 – –
RIL
209
Rothschild Investment LLC
Illinois
$3.23K 35 +10 +40%
CPG
210
Cornerstone Planning Group
New Jersey
$2.67K 25 +25 New
HI
211
Harbour Investments
Wisconsin
$2.59K 28 – –
Jones Financial Companies
212
Jones Financial Companies
Missouri
$2.55K 28 – –
WTA
213
Washington Trust Advisors
Massachusetts
$2.4K 26 – –
SS
214
SBI Securities
Japan
$1.57K 17 -30 -64%
SO
215
Sierra Ocean
California
$1.2K 13 +13 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$1K 10 – –
PWA
217
Physician Wealth Advisors
Utah
$831 9 +9 New
EWA
218
EverSource Wealth Advisors
Alabama
$646 7 – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$462 5 -5 -50%
SPIA
220
Steward Partners Investment Advisory
New York
$462 5 +5 New
LFG
221
Larson Financial Group
Missouri
$369 4 +4 New
GRP
222
Global Retirement Partners
California
$277 3 +3 New
FFA
223
Farther Finance Advisors
California
$185 2 +2 New
TPWA
224
Twin Peaks Wealth Advisors
California
$116 1 +1 New
MCM
225
MAI Capital Management
Ohio
$93 1 – –
7 8
9
10 11