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143 hedge funds and large institutions have $242M invested in IBEX in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

207% more call options, than puts

Call options by funds: $46K | Put options by funds: $15K

38% more capital invested

Capital invested by funds: $175M → $242M (+$66.9M)

26.77% more ownership

Funds ownership: 48.6%75.37% (+27%)

22% more funds holding

Funds holding: 117143 (+26)

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% 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
51
Reduced
42
Closed
11
Calls
$46K
Puts
$15K
Net Calls
+$31K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2.77M -$62.2K -2,593 -2%
N
27
Nuveen
North Carolina
$2.28M +$1.9M +79,060 +544%
Vanguard Group
28
Vanguard Group
Pennsylvania
$2.23M +$768K +32,030 +54%
CSS
29
Cubist Systematic Strategies
Connecticut
$2.22M +$1.24M +51,886 +132%
UBS Group
30
UBS Group
Switzerland
$1.94M +$1.1M +46,058 +136%
RWM
31
Ritholtz Wealth Management
New York
$1.94M +$1.12M +46,823 +142%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.87M +$1.33M +55,500 +263%
DA
33
Denali Advisors
California
$1.8M +$1.15M +47,756 +184%
Citadel Advisors
34
Citadel Advisors
Florida
$1.75M +$1M +41,754 +138%
SEI Investments
35
SEI Investments
Pennsylvania
$1.69M -$454K -18,952 -21%
SBH
36
Segall Bryant & Hamill
Illinois
$1.61M +$280K +11,661 +21%
Goldman Sachs
37
Goldman Sachs
New York
$1.53M -$694K -28,946 -32%
SA
38
Sanctuary Advisors
Indiana
$1.53M -$26.2K -1,093 -2%
Charles Schwab
39
Charles Schwab
California
$1.48M -$283K -11,789 -16%
EIM
40
Essex Investment Management
Massachusetts
$1.37M +$1.35M +56,434 New
Northern Trust
41
Northern Trust
Illinois
$1.25M -$32.4K -1,353 -3%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.23M -$316K -13,191 -21%
Victory Capital Management
43
Victory Capital Management
Texas
$1.23M -$263K -10,984 -18%
Credit Agricole
44
Credit Agricole
France
$1.22M
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.17M -$398K -16,613 -26%
MAM
46
Martingale Asset Management
Massachusetts
$1.09M +$24K +999 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.02M -$98.4K -4,105 -9%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.01M +$76.8K +3,202 +8%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$995K +$156K +6,526 +19%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$956K +$313K +13,044 +50%

IBEX Hedge Fund Activity: Q1 2025 in Review

143 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2025, worth a combined $242M — up 38% from $175M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBEX positions and 11 closed out — a net gain of 26 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.25M. The largest seller was Wellington Management Group, cutting an estimated $4.05M.

  • 143 institutional investors held IBEX (IBEX) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $242M of IBEX stock for Q1 2025, up 38% quarter-over-quarter.
  • 37 funds opened new IBEX positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest IBEX buyer in Q1 2025 was JP Morgan Chase, an estimated $9.25M added.
  • The largest IBEX seller in Q1 2025 was Wellington Management Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2025.