We are live on ! Find out more

167 hedge funds and large institutions have $278M invested in IBEX in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

1.18% more ownership

Funds ownership: 76.08%77.25% (+1.2%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 171167 (-4)

29% less capital invested

Capital invested by funds: $391M → $278M (-$113M)

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
72
Reduced
56
Closed
28
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$34.6K +$33.4K +1,031 +398%
KAS
127
Kemnay Advisory Services
New York
$32K +$23.6K +729 +157%
ASN
128
Advisory Services Network
Georgia
$30.2K +$36.4K +1,125 New
AIP
129
Ameritas Investment Partners
Nebraska
$27.3K
TRCT
130
Tower Research Capital (TRC)
New York
$26.3K +$453 +14 +1%
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$26K
Legal & General Group
132
Legal & General Group
United Kingdom
$23.9K -$5.37K -166 -16%
Optiver Holding
133
Optiver Holding
Netherlands
$17.9K +$21.6K +669 New
UBS AM
134
UBS AM
Illinois
$15.4K +$14.4K +446 +348%
EP
135
Essential Partners
California
$14.6K +$3.17K +98 +22%
California State Teachers Retirement System (CalSTRS)
136
California State Teachers Retirement System (CalSTRS)
California
$14.5K -$2.43K -75 -12%
Osaic Holdings
137
Osaic Holdings
Arizona
$14.2K +$8.57K +265 +100%
Citigroup
138
Citigroup
New York
$14.1K -$35.4K -1,095 -68%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$11.6K +$5.11K +158 +56%
Federated Hermes
140
Federated Hermes
Pennsylvania
$9.92K -$14.3K -441 -54%
EWA
141
EverSource Wealth Advisors
Alabama
$9.49K -$1.23K -38 -10%
QCG
142
Quadrant Capital Group
Ohio
$7.99K -$1.17K -36 -11%
AF
143
Allworth Financial
California
$6.92K +$4.04K +125 +94%
MCM
144
MAI Capital Management
Ohio
$4.69K +$5.31K +164 +1,491%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$4.42K
IA
146
IFP Advisors
Florida
$3.97K +$1.03K +32 +28%
IWS
147
Intentional Wealth Strategies
Colorado
$3.54K +$4.27K +132 New
RIL
148
Rothschild Investment LLC
Illinois
$3.17K +$2.75K +85 +258%
Bessemer Group
149
Bessemer Group
New Jersey
$2K
FFA
150
Farther Finance Advisors
California
$1.87K -$938 -29 -30%