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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$1M -$73K -432 -7%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$992K +$2.87K +17 +0.3%
RCM
303
RNC Capital Management
California
$985K +$1.02M +6,052 New
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$965K
EAM
305
EdenTree Asset Management
United Kingdom
$960K +$143K +849 +17%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$959K +$643K +3,808 +183%
GC
307
Guidance Capital
Kentucky
$958K +$79.4K +470 +9%
BC
308
Bridgefront Capital
Texas
$928K +$46.4K +275 +5%
MSU
309
Mizuho Securities USA
New York
$902K +$43.1K +255 +5%
IG
310
ING Group
Netherlands
$887K +$920K +5,447 New
CAG
311
Cypress Advisory Group
Arizona
$874K +$216K +1,280 +31%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$867K +$305K +1,807 +51%
US Bancorp
313
US Bancorp
Minnesota
$850K -$319K -1,891 -27%
FC
314
FORA Capital
Florida
$842K -$1.46M -8,625 -63%
CIA
315
Compass Ion Advisors
Pennsylvania
$801K
Nomura Holdings
316
Nomura Holdings
Japan
$790K +$820K +4,854 New
O
317
Ossiam
France
$789K +$178K +1,056 +28%
KRS
318
Kentucky Retirement Systems
Kentucky
$772K -$18.2K -108 -2%
NSIM
319
North Star Investment Management
Illinois
$763K
SCM
320
Sterling Capital Management
North Carolina
$761K -$60.6K -359 -7%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$745K +$4.22K +25 +0.5%
ADMI
322
Albert D. Mason Inc
Massachusetts
$743K +$38.5K +228 +5%
HCM
323
Hahn Capital Management
California
$722K -$34.1K -202 -4%
HP
324
Hikari Power
Japan
$711K +$157K +930 +27%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$708K -$23.5K -139 -3%