624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
326
Welch Group
Alabama
$660K
Wealthfront Advisers
327
Wealthfront Advisers
California
$655K
IC
328
IEQ Capital
California
$647K
TIM
329
Tevis Investment Management
Texas
$638K
GIBU
330
Gulf International Bank (UK)
United Kingdom
$631K
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$630K
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$623K
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$623K
O
334
Ossiam
France
$611K
IIM
335
INTECH Investment Management
Florida
$606K
RHJA
336
Rice Hall James & Associates
California
$594K
DSC
337
Duncker Streett & Co
Missouri
$588K
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$588K
William Blair & Company
339
William Blair & Company
Illinois
$586K
AssetMark Inc
340
AssetMark Inc
California
$585K
DILIC
341
Dai-ichi Life Insurance Company
Japan
$580K
SWM
342
Segment Wealth Management
Texas
$573K
RC
343
Rovin Capital
Arizona
$568K
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$564K
SFA
345
Sequoia Financial Advisors
Ohio
$556K
MSE
346
MUFG Securities EMEA
United Kingdom
$550K
LCM
347
LRT Capital Management
Texas
$544K
LFG
348
Larson Financial Group
Missouri
$544K
MML Investors Services
349
MML Investors Services
Massachusetts
$539K
Massachusetts Financial Services
350
Massachusetts Financial Services
Massachusetts
$533K