154 hedge funds and large institutions have $408M invested in IBEX in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

81% less call options, than puts

Call options by funds: $68K | Put options by funds: $357K

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$68K
Puts
$357K
Net Calls
Net Calls Change

Top Buyers

1 +$7.69M
2 +$4.62M
3 +$3.87M
4
Morgan Stanley
Morgan Stanley
New York
+$3.69M
5
Invesco
Invesco
Georgia
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$279K
Mariner
102
Mariner
Kansas
$273K
Deutsche Bank
103
Deutsche Bank
Germany
$268K
AIM
104
Aigen Investment Management
New York
$266K
MIM
105
MetLife Investment Management
New Jersey
$255K
HIS
106
Horizon Investment Services
Indiana
$255K
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$255K
RS
108
R Squared
Hong Kong
$239K
DOA
109
D'Orazio & Associates
Virginia
$228K
MF
110
Magnetar Financial
Illinois
$224K
XT
111
XTX Topco
Cayman Islands
$215K
SSA
112
Schonfeld Strategic Advisors
New York
$211K
BWM
113
Baron Wealth Management
Michigan
$209K
SCM
114
Semanteon Capital Management
Massachusetts
$207K
CIM
115
Cambria Investment Management
California
$207K
LPL Financial
116
LPL Financial
California
$204K
Mirae Asset Global ETFs Holdings
117
Mirae Asset Global ETFs Holdings
Hong Kong
$203K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$157K
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$119K
AAP
120
Arax Advisory Partners
Colorado
$72.9K
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$72.1K
PCM
122
Penserra Capital Management
California
$52K
Russell Investments Group
123
Russell Investments Group
United Kingdom
$49.4K
Legal & General Group
124
Legal & General Group
United Kingdom
$48.9K
ASN
125
Advisory Services Network
Georgia
$45.6K