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GeneDx Holdings
WGS

Overview Fund Activity

228 hedge funds and large institutions have $2.91B invested in GeneDx Holdings in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
3.06%
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
64
Closed
48
Calls
$210M
Puts
$252M
Net Calls
-$41.1M
Net Calls Change
-$78.4M

Top Buyers

1
PCM
Pentwater Capital Management
Florida
+$110M
2
UBS Group
UBS Group
Switzerland
+$87.7M
3
CM
Corvex Management
New York
+$54M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$49.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$40.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$243M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$40.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.1M
4
American Century Companies
American Century Companies
Missouri
-$23.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
201
True Wealth Design
Ohio
$7.11K -$185 -2 -3%
HIM
202
Hillsdale Investment Management
Ontario, Canada
$6.46K – – –
CA
203
Clearstead Advisors
Ohio
$5.35K -$646 -7 -11%
VWWMG
204
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K +$369 +4 +8%
SCM
205
Sterling Capital Management
North Carolina
$4.15K -$13.8K -149 -77%
IA
206
IFP Advisors
Florida
$3.88K -$3.19K -36 Closed
S
207
SignatureFD
Georgia
$3.88K -$2.49K -27 -39%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$3.79K – – –
RIL
209
Rothschild Investment LLC
Illinois
$3.23K +$923 +10 +40%
CPG
210
Cornerstone Planning Group
New Jersey
$2.67K +$2.67K +25 New
HI
211
Harbour Investments
Wisconsin
$2.59K – – –
Jones Financial Companies
212
Jones Financial Companies
Missouri
$2.55K – – –
WTA
213
Washington Trust Advisors
Massachusetts
$2.4K – – –
SS
214
SBI Securities
Japan
$1.57K -$2.77K -30 -64%
SO
215
Sierra Ocean
California
$1.2K +$1.2K +13 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$1K – – –
PWA
217
Physician Wealth Advisors
Utah
$831 +$831 +9 New
EWA
218
EverSource Wealth Advisors
Alabama
$646 – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$462 -$462 -5 -50%
SPIA
220
Steward Partners Investment Advisory
New York
$462 +$462 +5 New
LFG
221
Larson Financial Group
Missouri
$369 +$369 +4 New
GRP
222
Global Retirement Partners
California
$277 +$277 +3 New
FFA
223
Farther Finance Advisors
California
$185 +$185 +2 New
TPWA
224
Twin Peaks Wealth Advisors
California
$116 +$116 +1 New
MCM
225
MAI Capital Management
Ohio
$93 – – –
7 8
9
10 11