We are live on ! Find out more

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
MIF
276
Mediolanum International Funds
Ireland
$1.51M +$20.6K +116 +1%
Renaissance Technologies
277
Renaissance Technologies
New York
$1.5M +$1.51M +8,525 New
SOADOR
278
State of Alaska Department of Revenue
Alaska
$1.49M -$66.5K -375 -4%
State of Tennessee, Department of Treasury
279
State of Tennessee, Department of Treasury
Tennessee
$1.49M -$69K -389 -4%
ET
280
Entropy Technologies
New York
$1.48M +$58K +327 +4%
KBC Group
281
KBC Group
Belgium
$1.44M -$34.9K -197 -2%
IB
282
Intrust Bank
Kansas
$1.42M -$41.8K -236 -3%
Mariner
283
Mariner
Kansas
$1.4M +$51.9K +293 +4%
CFO
284
Callan Family Office
Pennsylvania
$1.39M +$933K +5,265 +199%
Franklin Resources
285
Franklin Resources
California
$1.36M +$25.5K +144 +2%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$1.31M -$82.3K -464 -6%
OBAM
287
ODDO BHF Asset Management
France
$1.3M -$29.6K -167 -2%
MGP
288
Metis Global Partners
California
$1.3M -$426K -2,405 -25%
US Bancorp
289
US Bancorp
Minnesota
$1.25M -$376K -2,121 -23%
DZ Bank
290
DZ Bank
Germany
$1.23M -$26.1K -147 -2%
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$1.23M -$57.6K -325 -4%
VPIM
292
Vanguard Personalized Indexing Management
California
$1.21M +$244K +1,379 +25%
MA
293
Montag & Associates
Georgia
$1.21M
BF
294
BOK Financial
Oklahoma
$1.21M -$481K -2,713 -28%
GT
295
Glenview Trust
Kentucky
$1.2M
Rafferty Asset Management
296
Rafferty Asset Management
New York
$1.2M +$206K +1,163 +21%
TI
297
TrueMark Investments
Illinois
$1.19M +$1.2M +6,783 New
BA
298
Bard Associates
Illinois
$1.19M
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$1.16M +$28.4K +160 +2%
Wealth Enhancement Advisory Services
300
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$213K +1,202 +23%

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.