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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
TI
326
Tidal Investments
Wisconsin
$833K +$171K +966 +26%
GC
327
Guidance Capital
Kentucky
$833K +$68.1K +384 +8%
NSIM
328
North Star Investment Management
Illinois
$823K
HCM
329
Hahn Capital Management
California
$815K -$12.4K -70 -1%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$799K +$177 +1 +0%
HIMCH
331
Hartford Investment Management Co (HIMCO)
Connecticut
$788K -$21.1K -119 -3%
JFG
332
Jefferies Financial Group
New York
$788K -$247K -1,395 -24%
EF
333
Empowered Funds
Pennsylvania
$786K +$502K +2,832 +172%
ACM
334
Aster Capital Management
United Arab Emirates
$774K +$579K +3,265 +285%
ADMI
335
Albert D. Mason Inc
Massachusetts
$762K -$51.2K -289 -6%
NB
336
Norinchukin Bank
Japan
$757K +$156K +878 +26%
VI
337
Vestcor Inc
New Brunswick, Canada
$741K -$1.6K -9 -0.2%
SSWM
338
Sheets Smith Wealth Management
North Carolina
$739K
BHCM
339
Brevan Howard Capital Management
Jersey
$738K +$745K +4,205 New
LNWWM
340
Laird Norton Wetherby Wealth Management
California
$724K +$731K +4,126 New
CAG
341
Cypress Advisory Group
Arizona
$718K +$725K +4,088 New
FCM
342
Fieldview Capital Management
Michigan
$710K +$717K +4,044 New
MML Investors Services
343
MML Investors Services
Massachusetts
$706K +$79.4K +448 +13%
QCM
344
Qsemble Capital Management
New York
$703K +$91.5K +516 +15%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$702K -$17.7K -100 -2%
MPI
346
Mairs & Power Inc
Minnesota
$702K
SDIC
347
South Dakota Investment Council
South Dakota
$694K +$355K +2,000 +103%
SC
348
Sepio Capital
Utah
$686K -$204K -1,148 -23%
IA
349
Inspire Advisors
Idaho
$686K -$41.7K -235 -6%
IIM
350
INTECH Investment Management
Florida
$680K -$32.1K -181 -4%

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.