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143 hedge funds and large institutions have $242M invested in IBEX in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

207% more call options, than puts

Call options by funds: $46K | Put options by funds: $15K

38% more capital invested

Capital invested by funds: $175M → $242M (+$66.9M)

26.77% more ownership

Funds ownership: 48.6%75.37% (+27%)

22% more funds holding

Funds holding: 117143 (+26)

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
51
Reduced
42
Closed
11
Calls
$46K
Puts
$15K
Net Calls
+$31K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$17.6M -$3.22M -134,448 -16%
BlackRock
2
BlackRock
New York
$17M -$1.08M -45,058 -6%
JP Morgan Chase
3
JP Morgan Chase
New York
$16.3M +$9.25M +385,951 +136%
Ameriprise
4
Ameriprise
Minnesota
$12.5M +$113K +4,713 +0.9%
RA
5
Royce & Associates
New York
$10.2M -$3.11M -129,833 -24%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$10M +$5.4M +225,380 +121%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$9.43M +$8.13M +338,968 +700%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$9.17M -$4.05M -168,700 -31%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.46M +$514K +21,425 +7%
Wells Fargo
10
Wells Fargo
California
$6.58M +$6.35M +265,014 +5,275%
Franklin Resources
11
Franklin Resources
California
$5.58M -$1.6M -66,823 -23%
Boston Partners
12
Boston Partners
Massachusetts
$5.57M -$192K -8,005 -3%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$5.35M +$180K +7,500 +4%
GC
14
Globeflex Capital
California
$4.9M +$4.06M +169,505 +531%
State Street
15
State Street
Massachusetts
$4.63M +$307K +12,815 +7%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$4.5M +$938K +39,100 +27%
OAM
17
Oberweis Asset Management
Illinois
$3.62M +$3.57M +148,700 New
BCM
18
Bridgeway Capital Management
Texas
$3.59M +$3.54M +147,476 New
Two Sigma Investments
19
Two Sigma Investments
New York
$3.48M +$651K +27,146 +23%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$3.44M +$1.74M +72,393 +105%
AQR Capital Management
21
AQR Capital Management
Connecticut
$3.41M +$2.54M +105,997 +313%
Morgan Stanley
22
Morgan Stanley
New York
$3.05M +$2.69K +112 +0.1%
TI
23
Trexquant Investment
Connecticut
$2.99M +$995K +41,476 +51%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$2.83M +$1.18M +49,167 +73%
ICP
25
Impact Capital Partners
Colorado
$2.79M -$2.64M -110,000 -49%

IBEX Hedge Fund Activity: Q1 2025 in Review

143 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in IBEX (IBEX) for Q1 2025, worth a combined $242M — up 38% from $175M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBEX positions and 11 closed out — a net gain of 26 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.25M. The largest seller was Wellington Management Group, cutting an estimated $4.05M.

  • 143 institutional investors held IBEX (IBEX) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $242M of IBEX stock for Q1 2025, up 38% quarter-over-quarter.
  • 37 funds opened new IBEX positions in Q1 2025 and 11 closed out, a net change of +26 holders.
  • The largest IBEX buyer in Q1 2025 was JP Morgan Chase, an estimated $9.25M added.
  • The largest IBEX seller in Q1 2025 was Wellington Management Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2025.