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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
301
Crossmark Global Holdings
Texas
$1.35M +$1.02M +5,190 +267%
GT
302
Glenview Trust
Kentucky
$1.35M +$113K +574 +9%
IB
303
Intrust Bank
Kansas
$1.34M -$100K -507 -7%
DT
304
Diversified Trust
Tennessee
$1.34M -$176K -894 -11%
M&T Bank
305
M&T Bank
New York
$1.3M -$750K -3,799 -36%
Pathstone Holdings
306
Pathstone Holdings
New Jersey
$1.27M +$43.6K +221 +3%
JF
307
Jump Financial
Illinois
$1.27M +$1.32M +6,685 New
BA
308
Bard Associates
Illinois
$1.25M
MA
309
Montag & Associates
Georgia
$1.24M
EI
310
Ethic Inc
New York
$1.24M +$440K +2,231 +52%
BHCM
311
Brevan Howard Capital Management
Jersey
$1.23M +$1.29M +6,515 New
MGP
312
Metis Global Partners
California
$1.23M -$84.9K -430 -6%
SO
313
STRS Ohio
Ohio
$1.21M -$592 -3 -0%
Franklin Resources
314
Franklin Resources
California
$1.18M -$59.8K -303 -5%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$1.17M -$47K -238 -4%
TIM
316
Tevis Investment Management
Texas
$1.16M +$439K +2,223 +57%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
EAM
318
EdenTree Asset Management
United Kingdom
$1.12M
PAM
319
Panagora Asset Management
Massachusetts
$1.1M +$112K +568 +11%
GIBU
320
Gulf International Bank (UK)
United Kingdom
$1.09M +$436K +2,207 +62%
TSS
321
Two Sigma Securities
New York
$1.09M +$1.13M +5,745 New
Nomura Holdings
322
Nomura Holdings
Japan
$1.08M +$167K +848 +17%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$1.08M +$1.12M +5,692 New
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M -$205K -1,036 -16%
CAG
325
Cypress Advisory Group
Arizona
$1.03M