We are live on ! Find out more

671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.08B -$1.95M -9,866 -0.2%
VCM
2
Vanguard Capital Management
Pennsylvania
$920M +$958M +4,854,696 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$714M +$744M +3,768,696 New
Primecap Management
4
Primecap Management
California
$626M +$15M +76,150 +2%
State Street
5
State Street
Massachusetts
$608M +$6.51M +32,986 +1%
Morgan Stanley
6
Morgan Stanley
New York
$587M -$33M -167,241 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$395M +$11M +55,842 +3%
Millennium Management
8
Millennium Management
New York
$378M +$184M +932,181 +88%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$349M -$75.3M -381,686 -17%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$330M -$781M -3,953,971 -69%
Invesco
11
Invesco
Georgia
$308M -$13M -65,709 -4%
Victory Capital Management
12
Victory Capital Management
Texas
$287M +$294M +1,490,385 +6,890%
Amundi
13
Amundi
France
$231M -$53M -268,259 -18%
Jane Street
14
Jane Street
New York
$221M +$230M +1,163,053 +47,164%
Bank of America
15
Bank of America
North Carolina
$207M +$147M +746,732 +215%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$180M -$150M -760,870 -45%
VanEck Associates
17
VanEck Associates
New York
$178M -$205M -1,040,056 -53%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$157M +$133M +673,745 +429%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$155M +$18.9M +95,995 +13%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$155M +$6.15M +31,175 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$153M +$50.1M +253,830 +46%
FAM
22
Fenimore Asset Management
New York
$151M -$4.16M -21,097 -3%
Northern Trust
23
Northern Trust
Illinois
$143M +$1.49M +7,539 +1%
Flossbach Von Storch
24
Flossbach Von Storch
Germany
$140M -$11.4M -57,785 -7%
UBS AM
25
UBS AM
Illinois
$137M +$3.28M +16,599 +2%