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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Segment Wealth Management
Texas
$566K
PCM
377
Peregrine Capital Management
Minnesota
$562K -$249K -1,404 -31%
CFB
378
Cullen/Frost Bankers
Texas
$546K +$10.6K +60 +2%
AI
379
Atria Investments
North Carolina
$531K -$44.7K -252 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
380
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$529K +$374K +2,110 +234%
SCP
381
Sandhill Capital Partners
New York
$510K
AWM
382
Avior Wealth Management
Nebraska
$503K +$4.25K +24 +0.8%
CP
383
Camelot Portfolios
Ohio
$500K +$50.2K +283 +11%
SSCM
384
Sovereign's Capital Management
Georgia
$487K +$79.4K +448 +19%
CB
385
Commerce Bank
Missouri
$480K -$42.9K -242 -8%
OAC
386
OMERS Administration Corp
Ontario, Canada
$475K
ECM
387
Everence Capital Management
Indiana
$474K
TMAM
388
Tokio Marine Asset Management
Japan
$470K
OQS
389
Occudo Quantitative Strategies
Florida
$465K +$469K +2,646 New
DFCM
390
Dark Forest Capital Management
Puerto Rico
$461K +$465K +2,624 New
SYBT
391
Stock Yards Bank & Trust
Kentucky
$458K -$2.31K -13 -0.5%
EF
392
Empirical Finance
Pennsylvania
$456K +$3.19K +18 +0.7%
MAS
393
Meeder Advisory Services
Ohio
$450K +$30.8K +174 +7%
VA
394
Vident Advisory
Georgia
$448K -$57.8K -326 -11%
VSQM
395
V-Square Quantitative Management
Illinois
$448K +$33K +186 +8%
SOW
396
State of Wyoming
Wyoming
$448K +$273K +1,541 +153%
Mackenzie Financial
397
Mackenzie Financial
Ontario, Canada
$443K -$925K -5,219 -67%
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$441K -$4.79K -27 -1%
FT
399
Fiduciary Trust
Massachusetts
$440K +$6.03K +34 +1%
RC
400
Rovin Capital
Arizona
$439K +$443K +2,499 New

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.