628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
376
Quadrant Capital Group
Ohio
$497K +$383K +2,116 +334%
BG
377
Bahl & Gaynor
Ohio
$491K
OAC
378
OMERS Administration Corp
Ontario, Canada
$490K -$80.7K -446 -14%
HP
379
Hikari Power
Japan
$490K
ECM
380
Everence Capital Management
Indiana
$489K +$194K +1,070 +66%
TMAM
381
Tokio Marine Asset Management
Japan
$485K +$138K +760 +40%
BFAG
382
Blackston Financial Advisory Group
Florida
$483K +$66.4K +367 +16%
CFO
383
Callan Family Office
Pennsylvania
$479K -$724K -3,999 -60%
SYBT
384
Stock Yards Bank & Trust
Kentucky
$475K
SB
385
Simmons Bank
Arkansas
$474K -$16.3K -90 -3%
EF
386
Empirical Finance
Pennsylvania
$467K +$20.5K +113 +5%
CP
387
Camelot Portfolios
Ohio
$464K +$31.1K +172 +7%
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$460K +$40K +221 +10%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$459K -$107K -589 -19%
MM
390
MQS Management
New York
$448K +$448K +2,477 New
FT
391
Fiduciary Trust
Massachusetts
$448K +$239K +1,320 +114%
SAM
392
Smartleaf Asset Management
Massachusetts
$444K -$36K -199 -7%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$436K +$905 +5 +0.2%
MAS
394
Meeder Advisory Services
Ohio
$432K +$24.3K +134 +6%
GS
395
GTS Securities
New York
$431K +$431K +2,382 New
VSQM
396
V-Square Quantitative Management
Illinois
$428K +$12.5K +69 +3%
SSCM
397
Sovereign's Capital Management
Georgia
$421K +$57K +315 +16%
CGH
398
Crossmark Global Holdings
Texas
$418K -$89K -492 -18%
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$414K +$317K +1,749 +324%
PHS
400
Pekin Hardy Strauss
Illinois
$407K