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GeneDx Holdings

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 224228 (+4)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less call options, than puts

Call options by funds: $210M | Put options by funds: $252M

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$210M
Puts
$252M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
201
True Wealth Design
Ohio
$7.11K
HIM
202
Hillsdale Investment Management
Ontario, Canada
$6.46K
CA
203
Clearstead Advisors
Ohio
$5.35K
VWWMG
204
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K
SCM
205
Sterling Capital Management
North Carolina
$4.15K
IA
206
IFP Advisors
Florida
$3.88K
S
207
SignatureFD
Georgia
$3.88K
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$3.79K
RIL
209
Rothschild Investment LLC
Illinois
$3.23K
CPG
210
Cornerstone Planning Group
New Jersey
$2.67K
HI
211
Harbour Investments
Wisconsin
$2.58K
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
SO
215
Sierra Ocean
California
$1.2K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$1K
PWA
217
Physician Wealth Advisors
Utah
$831
EWA
218
EverSource Wealth Advisors
Alabama
$646
PFBT
219
Parkside Financial Bank & Trust
Missouri
$462
SPIA
220
Steward Partners Investment Advisory
New York
$462
LFG
221
Larson Financial Group
Missouri
$369
GRP
222
Global Retirement Partners
California
$277
FFA
223
Farther Finance Advisors
California
$185
TPWA
224
Twin Peaks Wealth Advisors
California
$116
MCM
225
MAI Capital Management
Ohio
$93