141 hedge funds and large institutions have $240M invested in IBEX in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+24
Holders Change %
+20.51%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
50
Reduced
41
Closed
11
Calls
$46K
Puts
$15K
Net Calls
+$31K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2.77M -$63.1K -2,593 -2%
NL
27
Nuveen LLC
North Carolina
$2.28M +$2.28M +93,594 New
Vanguard Group
28
Vanguard Group
Pennsylvania
$2.23M +$780K +32,030 +54%
CSS
29
Cubist Systematic Strategies
Connecticut
$2.22M +$1.26M +51,886 +132%
UBS Group
30
UBS Group
Switzerland
$1.94M +$1.12M +46,058 +136%
RWM
31
Ritholtz Wealth Management
New York
$1.94M +$1.14M +46,823 +142%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.87M +$1.35M +55,500 +263%
DA
33
Denali Advisors
California
$1.8M +$1.16M +47,756 +184%
Citadel Advisors
34
Citadel Advisors
Florida
$1.75M +$1.02M +41,754 +138%
SEI Investments
35
SEI Investments
Pennsylvania
$1.69M -$461K -18,952 -21%
SBH
36
Segall Bryant & Hamill
Illinois
$1.61M +$284K +11,661 +21%
Goldman Sachs
37
Goldman Sachs
New York
$1.53M -$705K -28,946 -32%
Charles Schwab
38
Charles Schwab
California
$1.48M -$287K -11,789 -16%
EIM
39
Essex Investment Management
Massachusetts
$1.37M +$1.37M +56,434 New
Northern Trust
40
Northern Trust
Illinois
$1.25M -$32.9K -1,353 -3%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.23M -$321K -13,191 -21%
Victory Capital Management
42
Victory Capital Management
Texas
$1.23M -$267K -10,984 -18%
Credit Agricole
43
Credit Agricole
France
$1.22M
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$1.17M -$405K -16,613 -26%
MAM
45
Martingale Asset Management
Massachusetts
$1.09M +$24.3K +999 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.03M -$99.9K -4,105 -9%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$1.01M +$78K +3,202 +8%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$995K +$159K +6,526 +19%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$956K +$318K +13,044 +50%
Lazard Asset Management
50
Lazard Asset Management
New York
$946K +$98.5K +4,050 +12%