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IBEX
IBEX

142 hedge funds and large institutions have $293M invested in IBEX in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $242M → $293M (+$50.6M)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0.16% less ownership

Funds ownership: 75.37% → 75.21% (-0.16%)

1% less funds holding

Funds holding: 143 → 142 (-1)

48% less call options, than puts

Call options by funds: $15K | Put options by funds: $29K

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
57
Reduced
50
Closed
21
Calls
$15K
Puts
$29K
Net Calls
-$14K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.65M
2
OAM
Oberweis Asset Management
Illinois
+$2.33M
3
Morgan Stanley
Morgan Stanley
New York
+$1.94M
4
JCIA
Jackson Creek Investment Advisors
Colorado
+$1.72M
5
Charles Schwab
Charles Schwab
California
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.2M
2
Ameriprise
Ameriprise
Minnesota
-$1.85M
3
SEI Investments
SEI Investments
Pennsylvania
-$1.69M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
5
American Century Companies
American Century Companies
Missouri
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$3.61M +$1.68M +62,936 +103%
ICP
27
Impact Capital Partners
Colorado
$3.34M – – –
Renaissance Technologies
28
Renaissance Technologies
New York
$3.2M +$896K +33,500 +44%
DA
29
Denali Advisors
California
$3.03M +$812K +30,378 +41%
TI
30
Trexquant Investment
Connecticut
$2.97M -$555K -20,742 -17%
CSS
31
Cubist Systematic Strategies
Connecticut
$2.74M +$84.3K +3,152 +3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.71M +$1.21M +45,087 +94%
RWM
33
Ritholtz Wealth Management
New York
$2.69M +$344K +12,874 +16%
N
34
Nuveen
North Carolina
$2.46M -$244K -9,110 -10%
Goldman Sachs
35
Goldman Sachs
New York
$2.28M +$415K +15,529 +25%
SBH
36
Segall Bryant & Hamill
Illinois
$2.12M +$185K +6,924 +10%
UBS Group
37
UBS Group
Switzerland
$2M -$292K -10,935 -14%
Bank of America
38
Bank of America
North Carolina
$1.9M +$1.43M +53,562 +458%
JCIA
39
Jackson Creek Investment Advisors
Colorado
$1.88M +$1.72M +64,477 New
PAM
40
Panagora Asset Management
Massachusetts
$1.86M +$926K +34,606 +118%
Northern Trust
41
Northern Trust
Illinois
$1.69M +$185K +6,904 +13%
EIM
42
Essex Investment Management
Massachusetts
$1.63M -$9.2K -344 -0.6%
SA
43
Sanctuary Advisors
Indiana
$1.51M -$291K -10,873 -17%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.35M +$1.24M +46,320 New
Victory Capital Management
45
Victory Capital Management
Texas
$1.26M -$195K -7,300 -14%
Lazard Asset Management
46
Lazard Asset Management
New York
$1.23M +$91.7K +3,429 +9%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$1.19M +$508K +19,000 +87%
MWM
48
MorganRosel Wealth Management
Colorado
$1.18M +$1.09M +40,589 New
SSIM
49
Sheets Smith Investment Management
Texas
$1.15M +$1.05M +39,348 New
CCIA
50
Campbell & Co Investment Adviser
Maryland
$1.12M +$1.03M +38,654 New
1
2
3 4 5

IBEX Hedge Fund Activity: Q2 2025 in Review

142 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q2 2025, worth a combined $293M — up 21% from $242M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBEX positions and 21 closed out — a net gain of 1 holder — while 57 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $5.65M. The largest seller was JP Morgan Chase, cutting an estimated $11.2M.

  • 142 institutional investors held IBEX (IBEX) as of Q2 2025, down from 143 in Q1 2025.
  • Funds reported $293M of IBEX stock for Q2 2025, up 21% quarter-over-quarter.
  • 22 funds opened new IBEX positions in Q2 2025 and 21 closed out, a net change of +1 holder.
  • The largest IBEX buyer in Q2 2025 was BlackRock, an estimated $5.65M added.
  • The largest IBEX seller in Q2 2025 was JP Morgan Chase, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2025.