628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
326
Aigen Investment Management
New York
$825K +$825K +4,559 New
BCWM
327
Bartlett & Co Wealth Management
Ohio
$823K -$72.4K -400 -8%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$773K -$412K -2,274 -35%
PAM
329
Panagora Asset Management
Massachusetts
$771K -$694K -3,837 -47%
OTL
330
Oak Thistle LLC
New York
$771K +$514K +2,843 +200%
VI
331
Vestcor Inc
New Brunswick, Canada
$766K +$42K +232 +6%
SCM
332
Sterling Capital Management
North Carolina
$762K -$50.5K -279 -6%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$761K +$119K +655 +18%
IA
334
Inspire Advisors
Idaho
$749K +$749K +4,141 New
Osaic Holdings
335
Osaic Holdings
Arizona
$743K -$308K -1,701 -29%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$742K
William Blair & Company
337
William Blair & Company
Illinois
$740K +$95.7K +529 +15%
IIM
338
INTECH Investment Management
Florida
$734K -$13.4K -74 -2%
MPI
339
Mairs & Power Inc
Minnesota
$724K
SAM
340
Securian Asset Management
Minnesota
$719K
First Manhattan
341
First Manhattan
New York
$684K
TI
342
Tidal Investments
Wisconsin
$684K -$328K -1,811 -32%
BFM
343
Boothbay Fund Management
New York
$680K +$680K +3,760 New
GIBU
344
Gulf International Bank (UK)
United Kingdom
$675K -$400K -2,211 -37%
WG
345
Welch Group
Alabama
$669K
CL
346
Choreo LLC
Illinois
$665K -$98.8K -546 -13%
BC
347
Bridgefront Capital
Texas
$664K -$23.3K -129 -3%
Wealthfront Advisers
348
Wealthfront Advisers
California
$657K +$27.9K +154 +4%
MML Investors Services
349
MML Investors Services
Massachusetts
$647K -$21.4K -118 -3%
Stifel Financial
350
Stifel Financial
Missouri
$646K -$496K -2,736 -43%