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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
351
MML Investors Services
Massachusetts
$753K +$187K +946 +31%
Wealthfront Advisers
352
Wealthfront Advisers
California
$740K +$44.6K +226 +6%
VA
353
Vident Advisory
Georgia
$740K +$286K +1,450 +59%
MSRPS
354
Maryland State Retirement & Pension System
Maryland
$725K +$55.9K +283 +8%
VI
355
Vestcor Inc
New Brunswick, Canada
$721K
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$720K
First Manhattan
357
First Manhattan
New York
$716K
WG
358
Welch Group
Alabama
$703K
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$700K +$319K +1,618 +78%
I
360
InceptionR
California
$697K +$726K +3,677 New
GCP
361
GSA Capital Partners
United Kingdom
$694K +$723K +3,661 New
DILIC
362
Dai-ichi Life Insurance Company
Japan
$692K +$77K +390 +12%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$663K
HCM
364
Hahn Capital Management
California
$649K -$146K -738 -18%
WCM
365
Washington Capital Management
Washington
$635K +$405K +2,050 +158%
William Blair & Company
366
William Blair & Company
Illinois
$627K +$3.16K +16 +0.5%
RHJA
367
Rice Hall James & Associates
California
$627K -$6.32K -32 -1%
OTL
368
Oak Thistle LLC
New York
$621K +$647K +3,276 New
DSC
369
Duncker Streett & Co
Missouri
$617K -$9.67K -49 -1%
CFM
370
Catalyst Funds Management
Australia
$613K +$639K +3,236 New
SWM
371
Segment Wealth Management
Texas
$611K
O
372
Ossiam
France
$607K -$45.8K -232 -7%
BIG
373
Brooklyn Investment Group
New York
$604K +$83.7K +424 +15%
CCS
374
Concentric Capital Strategies
Connecticut
$603K -$15.6M -79,218 -96%
SFA
375
Sequoia Financial Advisors
Ohio
$600K +$8.69K +44 +1%