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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
LNWTC
376
Laird Norton Wetherby Trust Company
Washington
$590K -$391K -1,979 -39%
VSQM
377
V-Square Quantitative Management
Illinois
$589K +$47.6K +241 +8%
MSE
378
MUFG Securities EMEA
United Kingdom
$586K
Robeco Institutional Asset Management
379
Robeco Institutional Asset Management
Netherlands
$584K +$319K +1,614 +110%
NWAG
380
Net Worth Advisory Group
Utah
$571K +$23.5K +119 +4%
Massachusetts Financial Services
381
Massachusetts Financial Services
Massachusetts
$564K -$3.95K -20 -0.7%
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$557K -$111K -560 -16%
SCP
383
Sandhill Capital Partners
New York
$551K
OAM
384
Oppenheimer Asset Management
New York
$550K
CPIG
385
Chicago Partners Investment Group
Illinois
$548K +$170K +860 +47%
TA
386
Tectonic Advisors
Texas
$536K +$176K +892 +46%
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$531K -$99.1K -502 -15%
SCB
388
Saudi Central Bank
Saudi Arabia
$524K +$545K +2,763 New
WCM Investment Management
389
WCM Investment Management
California
$512K +$99.1K +502 +22%
SBFM
390
S-Bank Fund Management
Finland
$511K -$19.7K -100 -4%
SRL
391
Scientech Research LLC
New Jersey
$509K +$530K +2,687 New
KPWS
392
Kestra Private Wealth Services
Texas
$509K +$530K +2,684 New
TMAM
393
Tokio Marine Asset Management
Japan
$508K
ECM
394
Everence Capital Management
Indiana
$507K +$528K +2,674 New
EGM
395
Engineers Gate Manager
New York
$503K -$20.7M -105,005 -98%
WG
396
Winton Group
United Kingdom
$502K -$4.97M -25,182 -90%
Mackenzie Financial
397
Mackenzie Financial
Ontario, Canada
$501K +$16.4K +83 +3%
SYBT
398
Stock Yards Bank & Trust
Kentucky
$495K
SCM
399
Sterling Capital Management
North Carolina
$484K -$381K -1,929 -43%
RT
400
Rockland Trust
Massachusetts
$482K -$67.9K -344 -12%