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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
GI
151
GAMMA Investing
California
$1.8K +$2.17K +67 New
S
152
SignatureFD
Georgia
$1.56K +$1.88K +58 New
TWD
153
True Wealth Design
Ohio
$1.29K +$1.23K +38 +380%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$1.15K +$971 +30 +231%
BWA
155
Basecamp Wealth Advisors
Washington
$858 +$1.03K +32 New
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$617 +$421 +13 +130%
SS
157
SBI Securities
Japan
$483
US Bancorp
158
US Bancorp
Minnesota
$483 +$582 +18 New
WPA
159
Wealth Preservation Advisors
Tennessee
$456 +$550 +17 New
PA
160
Parallel Advisors
California
$349
FFA
161
Frazier Financial Advisors
Ohio
$296 +$356 +11 New
SS
162
Sunbelt Securities
Texas
$215 +$97 +3 +60%
AAP
163
Arax Advisory Partners
Colorado
$215 +$4.37K +135 +6,750%
SIC
164
SJS Investment Consulting
Ohio
$161 -$65 -2 -25%
JWM
165
JPL Wealth Management
Colorado
$54 +$65 +2 New
HFS
166
Hughes Financial Services
Virginia
$27 +$32 +1 New
Two Sigma Advisers
167
Two Sigma Advisers
New York
-$5.67M -148,500 Closed
Walleye Capital
168
Walleye Capital
New York
-$2.73M -71,405 Closed
EI
169
EAM Investors
California
-$1.61M -42,190 Closed
EA
170
Ellsworth Advisors
Ohio
-$990K -26,071 Closed
SSA
171
Sierra Summit Advisors
Nevada
-$879K -23,035 Closed
SL
172
Sentinus LLC
Illinois
-$662K -17,350 Closed
SSWM
173
Sheets Smith Wealth Management
North Carolina
-$623K -16,306 Closed
HIS
174
Horizon Investment Services
Indiana
-$410K -10,745 Closed
BFA
175
Brendel Financial Advisors
New Hampshire
-$367K -9,600 Closed