629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Shell Asset Management
Netherlands
$421K +$208K +1,185 +98%
BFM
402
Boothbay Fund Management
New York
$420K -$241K -1,370 -36%
PAS
403
Park Avenue Securities
New York
$419K +$90.9K +518 +28%
FA
404
Fagan Associates
New York
$416K -$176K -1,000 -30%
BCM
405
Bayesian Capital Management
New York
$404K +$404K +2,300 New
AC
406
AXQ Capital
New Jersey
$396K -$177K -1,006 -31%
PHS
407
Pekin Hardy Strauss
Illinois
$395K
GAM
408
Guinness Asset Management
United Kingdom
$394K +$29.3K +167 +8%
OAM
409
Ostrum Asset Management
France
$394K -$100K -570 -20%
PAM
410
Panagora Asset Management
Massachusetts
$387K -$361K -2,059 -48%
Baird Financial Group
411
Baird Financial Group
Wisconsin
$383K -$143K -815 -27%
CGH
412
Crossmark Global Holdings
Texas
$379K -$26.3K -150 -6%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$366K +$73.7K +420 +25%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K -$25.1K -143 -6%
WI
415
Wahed Invest
New York
$361K +$10.2K +58 +3%
OIA
416
OneDigital Investment Advisors
Kansas
$352K +$23.4K +133 +7%
AS
417
Altshuler Shaham
Israel
$345K
AAM
418
Azzad Asset Management
Virginia
$339K +$2.63K +15 +0.8%
DC
419
Davenport & Co
Virginia
$339K +$125K +713 +58%
PF
420
Phoenix Financial
Israel
$335K -$7.19K -41 -2%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$334K -$34.9K -199 -9%
AssetMark Inc
422
AssetMark Inc
California
$333K +$234K +1,333 +236%
WCM Investment Management
423
WCM Investment Management
California
$319K +$33.3K +189 +12%
IMCOOI
424
Investment Management Corp of Ontario (IMCO)
Canada
$318K -$52.7K -300 -14%
SO
425
STRS Ohio
Ohio
$317K +$317K +1,807 New