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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
OPERF
301
Oregon Public Employees Retirement Fund
Oregon
$1.14M
VF
302
Virtu Financial
New York
$1.13M +$1.14M +6,443 New
DT
303
Diversified Trust
Tennessee
$1.09M +$7.09K +40 +0.6%
Osaic Holdings
304
Osaic Holdings
Arizona
$1.07M +$351K +1,979 +48%
Pacer Advisors
305
Pacer Advisors
Pennsylvania
$1.07M +$321K +1,810 +42%
GCP
306
GSA Capital Partners
United Kingdom
$1.06M +$1.07M +6,018 New
AA
307
ALPS Advisors
Colorado
$1.05M -$5.32K -30 -0.5%
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M +$20K +113 +2%
Public Sector Pension Investment Board (PSP Investments)
309
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1M -$812K -4,581 -45%
GAM
310
Generali Asset Management
Italy
$962K +$61.9K +349 +7%
BC
311
Bridgefront Capital
Texas
$952K +$311K +1,754 +48%
AI
312
Atom Investors
Texas
$942K -$11.6M -65,484 -92%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$932K +$116K +653 +14%
Walleye Trading
314
Walleye Trading
New York
$931K +$31.6K +178 +3%
MSU
315
Mizuho Securities USA
New York
$918K -$148K -835 -14%
BAMF
316
BI Asset Management Fondsmaeglerselskab
Denmark
$890K +$76.9K +434 +9%
EAM
317
EdenTree Asset Management
United Kingdom
$887K -$5.8M -32,710 -87%
BAM
318
Blueshift Asset Management
New Jersey
$885K +$344K +1,943 +63%
SCM
319
Sterling Capital Management
North Carolina
$883K +$146K +821 +19%
VI
320
Versor Investments
New York
$876K +$630K +3,553 +247%
RCM
321
Regency Capital Management
Hawaii
$871K +$879K +4,959 New
CIA
322
Compass Ion Advisors
Pennsylvania
$864K -$355 -2 -0%
KRS
323
Kentucky Retirement Systems
Kentucky
$852K -$56.4K -318 -6%
IEFM
324
IQ EQ Fund Management
Ireland
$841K +$849K +4,791 New
1C
325
111 Capital
France
$839K +$847K +4,778 New

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.