627 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, 202 increasing their positions, 249 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $13.5B → $12.4B (-$1.11B)

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
376
Stock Yards Bank & Trust
Kentucky
$425K
National Pension Service
377
National Pension Service
South Korea
$413K
Mackenzie Financial
378
Mackenzie Financial
Ontario, Canada
$406K
CB
379
Commerce Bank
Missouri
$404K
ET
380
Entropy Technologies
New York
$398K
RT
381
Rockland Trust
Massachusetts
$398K
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$397K
WorldQuant Millennium Advisors
383
WorldQuant Millennium Advisors
New York
$394K
FW
384
FullCircle Wealth
Texas
$394K
BCI
385
Brinker Capital Investments
Pennsylvania
$393K
MML Investors Services
386
MML Investors Services
Massachusetts
$393K
NMIMC
387
Northwestern Mutual Investment Management Company
Wisconsin
$391K
P
388
&Partners
Tennessee
$390K
WCM Investment Management
389
WCM Investment Management
California
$385K
RC
390
Rovin Capital
Arizona
$384K
FA
391
Fagan Associates
New York
$382K
PF
392
Phoenix Financial
Israel
$374K
AI
393
Atom Investors
Texas
$374K
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
$372K
SAM
395
Smartleaf Asset Management
Massachusetts
$366K
SA
396
Sanctuary Advisors
Indiana
$360K
GAM
397
Guinness Asset Management
United Kingdom
$359K
PAM
398
Panagora Asset Management
Massachusetts
$359K
OAM
399
Ostrum Asset Management
France
$354K
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$352K