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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
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$1.84M -$166K -938 -8%
WCA
252
Waratah Capital Advisors
Ontario, Canada
$1.83M +$1.84M +10,407 New
BCI
253
Brinker Capital Investments
Pennsylvania
$1.82M -$36K -203 -2%
NYLIM
254
New York Life Investment Management
New York
$1.81M +$26.1K +147 +1%
CC
255
Centiva Capital
New York
$1.8M +$780K +4,398 +75%
GAM
256
Groupama Asset Management
France
$1.8M +$808K +4,558 +81%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$1.79M +$380K +2,145 +27%
OAM
258
Oppenheimer Asset Management
New York
$1.76M +$303K +1,708 +20%
AAS
259
Avantax Advisory Services
Texas
$1.76M +$1.58M +8,895 +802%
YCM
260
Yousif Capital Management
Michigan
$1.74M -$15.4K -87 -0.9%
SC
261
SummitTX Capital
Texas
$1.73M -$1.15M -6,489 -40%
FC
262
Farringdon Capital
United Kingdom
$1.72M +$1.53M +8,610 +728%
GIA
263
Guyasuta Investment Advisors
Pennsylvania
$1.7M -$14.2K -80 -0.8%
NAM
264
Nissay Asset Management
Japan
$1.69M +$43.6K +246 +3%
M&T Bank
265
M&T Bank
New York
$1.69M +$83.1K +469 +5%
CWM
266
CIBC World Markets
New York
$1.67M +$65.4K +369 +4%
Stifel Financial
267
Stifel Financial
Missouri
$1.66M +$1.04M +5,886 +165%
Canada Pension Plan Investment Board
268
Canada Pension Plan Investment Board
Ontario, Canada
$1.64M -$1.65M -9,300 -50%
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$1.58M -$66.7K -376 -4%
HighTower Advisors
270
HighTower Advisors
Illinois
$1.56M -$283K -1,596 -15%
TAF
271
Tredje AP-fonden
Sweden
$1.56M
STA
272
Summit Trail Advisors
New York
$1.55M +$1.56M +8,813 New
OAM
273
OP Asset Management
$1.52M +$7.62K +43 +0.5%
MOACM
274
Mutual of America Capital Management
New York
$1.52M -$25.5K -144 -2%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$1.51M +$47.9K +270 +3%

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.