664 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, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$981K
WA
327
Waverly Advisors
Alabama
$947K
CIA
328
Compass Ion Advisors
Pennsylvania
$933K
Rafferty Asset Management
329
Rafferty Asset Management
New York
$924K
NSIM
330
North Star Investment Management
Illinois
$888K
NB
331
Norinchukin Bank
Japan
$881K
VPIM
332
Vanguard Personalized Indexing Management
California
$876K
IC
333
IEQ Capital
California
$874K
US Bancorp
334
US Bancorp
Minnesota
$870K
MSU
335
Mizuho Securities USA
New York
$858K
IIM
336
INTECH Investment Management
Florida
$828K
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$823K
FCM
338
Fieldview Capital Management
Michigan
$818K
GAM
339
Groupama Asset Management
France
$817K
HighTower Advisors
340
HighTower Advisors
Illinois
$812K
HIMCH
341
Hartford Investment Management Co (HIMCO)
Connecticut
$804K
DZ Bank
342
DZ Bank
Germany
$798K
SC
343
Sepio Capital
Utah
$798K
Allspring Global Investments
344
Allspring Global Investments
North Carolina
$768K
MPI
345
Mairs & Power Inc
Minnesota
$758K
P
346
&Partners
Tennessee
$754K
1C
347
111 Capital
France
$754K
MML Investors Services
348
MML Investors Services
Massachusetts
$753K
Wealthfront Advisers
349
Wealthfront Advisers
California
$740K
VA
350
Vident Advisory
Georgia
$740K