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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
WTC
201
WhitTier Trust Company
Nevada
$9.66K
Optiver Holding
202
Optiver Holding
Netherlands
$8.09K +$4.83K +53 +73%
SCM
203
Sterling Capital Management
North Carolina
$7.9K -$182 -2 -2%
WWM
204
Wolff Wiese Magana
California
$7.83K +$11.1K +122 New
WA
205
WPG Advisers
Maryland
$7.19K -$1.19K -13 -10%
SEP
206
Signature Equity Partners
Ohio
$7.06K
SPIA
207
Steward Partners Investment Advisory
New York
$6.29K
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.84K -$2.28K -25 -22%
TWD
209
True Wealth Design
Ohio
$4.95K -$365 -4 -5%
RIAS
210
Rachor Investment Advisory Services
Michigan
$4.95K +$2.1K +23 +43%
ACM
211
Accent Capital Management
Ohio
$4.82K +$6.84K +75 New
PTC
212
Private Trust Company
Ohio
$3.92K
S
213
SignatureFD
Georgia
$2.7K -$4.47K -49 -54%
EWA
214
EverSource Wealth Advisors
Alabama
$2.5K +$2.55K +28 +255%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$2.31K -$2M -21,964 -100%
EP
216
Essential Partners
California
$2.31K -$729 -8 -18%
FFA
217
Farther Finance Advisors
California
$1.97K -$1.19K -13 -30%
RIL
218
Rothschild Investment LLC
Illinois
$1.61K -$638 -7 -22%
SAM
219
Smartleaf Asset Management
Massachusetts
$1.55K -$365 -4 -13%
Bessemer Group
220
Bessemer Group
New Jersey
$1K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$963 +$1.37K +15 New
KFAS
222
Keating Financial Advisory Services
Kansas
$835 +$1K +11 +550%
SS
223
SBI Securities
Japan
$450 -$365 -4 -36%
CMA
224
Cedar Mountain Advisors
Oregon
$450 +$638 +7 New
CTC
225
Central Trust Company
Missouri
$450 +$638 +7 New