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GeneDx Holdings

231 hedge funds and large institutions have $2.91B invested in GeneDx Holdings in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

16% more capital invested

Capital invested by funds: $2.52B → $2.91B (+$392M)

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

9.18% more ownership

Funds ownership: 101.24%110.41% (+9.2%)

3% more funds holding

Funds holding: 225231 (+6)

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
231
Holders Change
+6
Holders Change %
+2.67%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
55
Increased
87
Reduced
63
Closed
48
Calls
$210M
Puts
$252M
Net Calls
-$41.1M
Net Calls Change
-$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
CoreCap Advisors
Michigan
$7.2K +$2.75K +35 +81%
TWD
202
True Wealth Design
Ohio
$7.11K -$157 -2 -3%
HIM
203
Hillsdale Investment Management
Ontario, Canada
$6.46K
CA
204
Clearstead Advisors
Ohio
$5.35K -$550 -7 -11%
VWWMG
205
Vermillion & White Wealth Management Group
Pennsylvania
$5.17K +$314 +4 +8%
SCM
206
Sterling Capital Management
North Carolina
$4.15K -$11.7K -149 -77%
IA
207
IFP Advisors
Florida
$3.88K -$2.83K -36 Closed
S
208
SignatureFD
Georgia
$3.88K -$2.12K -27 -39%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$3.79K
EP
210
Essential Partners
California
$3.32K +$2.83K +36 New
RIL
211
Rothschild Investment LLC
Illinois
$3.23K +$785 +10 +40%
CPG
212
Cornerstone Planning Group
New Jersey
$2.67K +$1.96K +25 New
HI
213
Harbour Investments
Wisconsin
$2.58K
Jones Financial Companies
214
Jones Financial Companies
Missouri
$2.55K
WTA
215
Washington Trust Advisors
Massachusetts
$2.4K
SS
216
SBI Securities
Japan
$1.57K -$2.35K -30 -64%
SO
217
Sierra Ocean
California
$1.2K +$1.02K +13 New
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$1K
PWA
219
Physician Wealth Advisors
Utah
$831 +$707 +9 New
EWA
220
EverSource Wealth Advisors
Alabama
$646
PFBT
221
Parkside Financial Bank & Trust
Missouri
$462 -$393 -5 -50%
SPIA
222
Steward Partners Investment Advisory
New York
$462 +$393 +5 New
LFG
223
Larson Financial Group
Missouri
$369 +$314 +4 New
GRP
224
Global Retirement Partners
California
$277 +$236 +3 New
APW
225
Aventura Private Wealth
Florida
$185 +$157 +2 New

WGS Hedge Fund Activity: Q2 2025 in Review

231 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in GeneDx Holdings (WGS) for Q2 2025, worth a combined $2.91B — up 16% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WGS positions and 48 closed out — a net gain of 7 holders — while 87 added to existing stakes and 63 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $93.3M. The largest seller was Fidelity Investments, cutting an estimated $207M.

  • 231 institutional investors held GeneDx Holdings (WGS) as of Q2 2025, up from 225 in Q1 2025.
  • Funds reported $2.91B of GeneDx Holdings stock for Q2 2025, up 16% quarter-over-quarter.
  • 55 funds opened new GeneDx Holdings positions in Q2 2025 and 48 closed out, a net change of +7 holders.
  • The largest GeneDx Holdings buyer in Q2 2025 was Pentwater Capital Management, an estimated $93.3M added.
  • The largest GeneDx Holdings seller in Q2 2025 was Fidelity Investments, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2025.