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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
226
Första AP-fonden
Sweden
$2.41M -$337K -1,900 -12%
N
227
Natixis
France
$2.38M +$2.09M +11,796 +664%
DGM
228
Delta Global Management
New York
$2.38M +$2.4M +13,539 New
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$2.37M +$91.8K +518 +4%
IAA
230
Independent Advisor Alliance
North Carolina
$2.35M +$18.1K +102 +0.8%
MC
231
Machina Capital
France
$2.29M +$990K +5,587 +75%
ProShare Advisors
232
ProShare Advisors
Maryland
$2.28M +$265K +1,492 +13%
URS
233
Utah Retirement Systems
Utah
$2.2M -$18.6K -105 -0.8%
QCM
234
Quantinno Capital Management
New York
$2.19M -$1.57M -8,833 -41%
Creative Planning
235
Creative Planning
Kansas
$2.13M +$1.01M +5,724 +89%
KCM
236
Kennedy Capital Management
Missouri
$2.13M -$6.66M -37,567 -76%
SAM
237
Storebrand Asset Management
Norway
$2.09M -$3.44M -19,427 -62%
Mirae Asset Global Investments
238
Mirae Asset Global Investments
South Korea
$2.09M +$172K +971 +9%
BCIM
239
British Columbia Investment Management
British Columbia, Canada
$2.09M -$460K -2,597 -18%
DTL
240
Dynamic Technology Lab
Singapore
$2.06M +$1.19M +6,726 +134%
UM
241
UniSuper Management
Australia
$2.05M +$42.9K +242 +2%
QCM
242
QRG Capital Management
Illinois
$2.02M +$245K +1,380 +14%
Teacher Retirement System of Texas
243
Teacher Retirement System of Texas
Texas
$2.01M +$71.4K +403 +4%
PFSRSONJ
244
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.01M +$86K +485 +4%
LAM
245
LECAP Asset Management
United Kingdom
$2M -$929K -5,241 -31%
HC
246
Henshaw Capital
Massachusetts
$2M +$7.8K +44 +0.4%
EAM
247
Erste Asset Management
Austria
$1.98M +$1.99M +11,230 New
GAM
248
Gotham Asset Management
New York
$1.92M +$1.62M +9,120 +501%
SSA
249
Schonfeld Strategic Advisors
New York
$1.87M -$39.5K -223 -2%
X
250
Xponance
Pennsylvania
$1.87M +$42K +237 +2%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.