617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

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

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
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
HWM
376
HB Wealth Management
Georgia
$411K
WCM Investment Management
377
WCM Investment Management
California
$410K
AWM
378
Avior Wealth Management
Nebraska
$405K
EC
379
EntryPoint Capital
New York
$403K
PF
380
Phoenix Financial
Israel
$402K
GAM
381
Guinness Asset Management
United Kingdom
$401K
FRM
382
Fox Run Management
Connecticut
$399K
MFG
383
Merit Financial Group
Georgia
$388K
XT
384
XTX Topco
Cayman Islands
$384K
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$369K
EPW
386
Evolve Private Wealth
California
$368K
AI
387
Atria Investments
North Carolina
$363K
SFI
388
Siemens Fonds Invest
Germany
$361K
MSA
389
MUFG Securities Americas
New York
$359K
CPIG
390
Chicago Partners Investment Group
Illinois
$358K
Squarepoint
391
Squarepoint
New York
$355K
WI
392
Wahed Invest
New York
$354K
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$354K
SAM
394
Securian Asset Management
Minnesota
$347K
CGH
395
Crossmark Global Holdings
Texas
$346K
TA
396
Tectonic Advisors
Texas
$345K
HI
397
Horizon Investments
North Carolina
$343K
PCM
398
Prelude Capital Management
New York
$313K
BBHC
399
Brown Brothers Harriman & Co
New York
$311K
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$309K