624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

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

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
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
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$1.2M
Rafferty Asset Management
277
Rafferty Asset Management
New York
$1.19M
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M
BA
279
Bard Associates
Illinois
$1.17M
GC
280
Guidance Capital
Kentucky
$1.17M
BF
281
BOK Financial
Oklahoma
$1.17M
MA
282
Montag & Associates
Georgia
$1.17M
GT
283
Glenview Trust
Kentucky
$1.16M
Franklin Resources
284
Franklin Resources
California
$1.16M
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$1.15M
SO
286
STRS Ohio
Ohio
$1.14M
Pacer Advisors
287
Pacer Advisors
Pennsylvania
$1.14M
Osaic Holdings
288
Osaic Holdings
Arizona
$1.1M
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M
EAM
290
EdenTree Asset Management
United Kingdom
$1.05M
AI
291
Atom Investors
Texas
$1.04M
CAG
292
Cypress Advisory Group
Arizona
$971K
IG
293
ING Group
Netherlands
$959K
MSU
294
Mizuho Securities USA
New York
$948K
PAM
295
Panagora Asset Management
Massachusetts
$932K
IMCOOI
296
Investment Management Corp of Ontario (IMCO)
Canada
$918K
LNWTC
297
Laird Norton Wetherby Trust Company
Washington
$906K
CIA
298
Compass Ion Advisors
Pennsylvania
$876K
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$869K
Nomura Holdings
300
Nomura Holdings
Japan
$866K