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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
S
201
SignatureFD
Georgia
$6.12K +$607 +7 +11%
CA
202
Clearstead Advisors
Ohio
$5.76K +$2.95K +34 +110%
VWWMG
203
Vermillion & White Wealth Management Group
Pennsylvania
$4.61K +$4.51K +52 New
SS
204
SBI Securities
Japan
$4.16K +$2.78K +32 +213%
CA
205
CoreCap Advisors
Michigan
$3.81K +$3.73K +43 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$3.52K
LC
207
Lindbrook Capital
California
$3.45K +$2K +23 +144%
IA
208
IFP Advisors
Florida
$3.19K +$2.86K +33 +1,100%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$2.58K +$2.43K +28 New
HI
210
Harbour Investments
Wisconsin
$2.48K +$2.43K +28 New
WTA
211
Washington Trust Advisors
Massachusetts
$2.3K +$2.26K +26 New
RIL
212
Rothschild Investment LLC
Illinois
$2.21K +$434 +5 +25%
CIAM
213
Caitong International Asset Management
Hong Kong
$1.86K +$1.82K +21 New
CCM
214
Coldstream Capital Management
Washington
$1.59K +$1.56K +18 New
ACM
215
Aster Capital Management
United Arab Emirates
$1.13K +$694 +8 +267%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$1K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$886 +$868 +10 New
EWA
218
EverSource Wealth Advisors
Alabama
$620 +$607 +7 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$620 +$607 +7 New
AF
220
Allworth Financial
California
$507 +$434 +5 New
SC
221
Stephens Consulting
Michigan
$443 +$434 +5 New
OP
222
ORG Partners
Indiana
$422 +$434 +5 New
MG
223
Mather Group
Illinois
$163 +$174 +2 New
MCM
224
MAI Capital Management
Ohio
$89
EA
225
Emerald Advisers
Pennsylvania
-$7.06M -91,818 Closed