620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$2.42M
STA
227
Summit Trail Advisors
New York
$2.41M
Raymond James Financial
228
Raymond James Financial
Florida
$2.39M
LRPA
229
L. Roy Papp & Associates
Arizona
$2.39M
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$2.38M
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$2.31M
CCM
232
Coldstream Capital Management
Washington
$2.28M
URS
233
Utah Retirement Systems
Utah
$2.22M
IMPI
234
Ilmarinen Mutual Pension Insurance
Finland
$2.22M
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$2.14M
UM
236
UniSuper Management
Australia
$2.11M
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$2.09M
ETC
238
Exchange Traded Concepts
Oklahoma
$2.08M
Comerica Bank
239
Comerica Bank
Texas
$2.06M
Baird Financial Group
240
Baird Financial Group
Wisconsin
$2.06M
PFSRSONJ
241
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.03M
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$1.91M
M&T Bank
243
M&T Bank
New York
$1.9M
X
244
Xponance
Pennsylvania
$1.88M
CWM
245
CIBC World Markets
New York
$1.86M
RIM
246
Rakuten Investment Management
Japan
$1.84M
CFO
247
Callan Family Office
Pennsylvania
$1.83M
NAMM
248
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.79M
Public Sector Pension Investment Board (PSP Investments)
249
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.72M
YIH
250
Y-Intercept (HK)
Hong Kong
$1.72M