138 hedge funds and large institutions have $290M invested in IBEX in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
56
Reduced
50
Closed
21
Calls
$15K
Puts
$29K
Net Calls
-$14K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$3.61M +$1.83M +62,936 +103%
ICP
27
Impact Capital Partners
Colorado
$3.34M
Renaissance Technologies
28
Renaissance Technologies
New York
$3.2M +$975K +33,500 +44%
DA
29
Denali Advisors
California
$3.03M +$884K +30,378 +41%
TI
30
Trexquant Investment
Connecticut
$2.97M -$604K -20,742 -17%
CSS
31
Cubist Systematic Strategies
Connecticut
$2.74M +$91.7K +3,152 +3%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.71M +$1.31M +45,087 +94%
RWM
33
Ritholtz Wealth Management
New York
$2.69M +$375K +12,874 +16%
NL
34
Nuveen LLC
North Carolina
$2.46M -$265K -9,110 -10%
Goldman Sachs
35
Goldman Sachs
New York
$2.28M +$452K +15,529 +25%
SBH
36
Segall Bryant & Hamill
Illinois
$2.12M +$201K +6,924 +10%
UBS Group
37
UBS Group
Switzerland
$2M -$318K -10,935 -14%
Bank of America
38
Bank of America
North Carolina
$1.9M +$1.56M +53,562 +458%
JCIA
39
Jackson Creek Investment Advisors
Colorado
$1.88M +$1.88M +64,477 New
PAM
40
Panagora Asset Management
Massachusetts
$1.86M +$1.01M +34,606 +118%
Northern Trust
41
Northern Trust
Illinois
$1.69M +$201K +6,904 +13%
EIM
42
Essex Investment Management
Massachusetts
$1.63M -$10K -344 -0.6%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.35M +$1.35M +46,320 New
Victory Capital Management
44
Victory Capital Management
Texas
$1.26M -$212K -7,300 -14%
Lazard Asset Management
45
Lazard Asset Management
New York
$1.23M +$99.7K +3,429 +9%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$1.19M +$553K +19,000 +87%
MWM
47
MorganRosel Wealth Management
Colorado
$1.18M +$1.18M +40,589 New
CCIA
48
Campbell & Co Investment Adviser
Maryland
$1.12M +$1.12M +38,654 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.07M -$160K -5,502 -13%
PA
50
Pinnacle Associates
New York
$1.05M +$166K +5,700 +19%