We are live on ! Find out more

631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Securian Asset Management
Minnesota
$568K -$64.3K -381 -10%
MVP
352
Medina Value Partners
California
$566K +$588K +3,479 New
SCM
353
Semanteon Capital Management
Massachusetts
$565K +$586K +3,469 New
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$553K -$16.9K -100 -3%
RHJA
355
Rice Hall James & Associates
California
$544K -$2.87K -17 -0.5%
Wealthfront Advisers
356
Wealthfront Advisers
California
$540K -$5.57K -33 -1%
DSC
357
Duncker Streett & Co
Missouri
$538K
DILIC
358
Dai-ichi Life Insurance Company
Japan
$531K
LFG
359
Larson Financial Group
Missouri
$529K +$535K +3,170 +3,963%
SWM
360
Segment Wealth Management
Texas
$524K
PCM
361
Peregrine Capital Management
Minnesota
$521K
ECM
362
Element Capital Management
New York
$502K +$521K +3,083 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
363
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$485K -$5.41K -32 -1%
OAM
364
Oppenheimer Asset Management
New York
$484K -$1.19M -7,068 -70%
NWAG
365
Net Worth Advisory Group
Utah
$480K -$49.7K -294 -9%
Massachusetts Financial Services
366
Massachusetts Financial Services
Massachusetts
$480K -$4.97M -29,452 -91%
SCP
367
Sandhill Capital Partners
New York
$473K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$455K -$12.8M -75,828 -96%
SSCM
369
Sovereign's Capital Management
Georgia
$455K +$3.72K +22 +0.8%
CP
370
Camelot Portfolios
Ohio
$444K -$20.1K -119 -4%
VA
371
Vident Advisory
Georgia
$444K +$29.9K +177 +7%
OAC
372
OMERS Administration Corp
Ontario, Canada
$441K
ECM
373
Everence Capital Management
Indiana
$439K
TMAM
374
Tokio Marine Asset Management
Japan
$436K
AssetMark Inc
375
AssetMark Inc
California
$435K +$130K +771 +41%