617 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 220 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

2% less funds holding

Funds holding: 628617 (-11)

13% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 220

Holders
617
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$303K
GIA
402
Gateway Investment Advisers
Ohio
$303K
CPCPP
403
Canada Post Corporation Pension Plan
Canada
$294K
Stifel Financial
404
Stifel Financial
Missouri
$293K
OAM
405
Ostrum Asset Management
France
$291K
DFCM
406
Dark Forest Capital Management
Puerto Rico
$287K
MYAM
407
Meiji Yasuda Asset Management
Japan
$285K
ECM
408
Estabrook Capital Management
New York
$285K
SWM
409
Salvus Wealth Management
New Jersey
$284K
N
410
Numerai
California
$280K
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$278K
ECM
412
Evergreen Capital Management
Washington
$274K
PA
413
Procyon Advisors
Connecticut
$269K
AIA
414
AssuredPartners Investment Advisors
Florida
$269K
BG
415
Bahl & Gaynor
Ohio
$269K
Jones Financial Companies
416
Jones Financial Companies
Missouri
$264K
Capstone Investment Advisors
417
Capstone Investment Advisors
New York
$263K
IIA
418
ICW Investment Advisors
Arizona
$262K
FFP
419
FourThought Financial Partners
Florida
$262K
Robeco Institutional Asset Management
420
Robeco Institutional Asset Management
Netherlands
$261K
RWB
421
RMR Wealth Builders
New Jersey
$260K
UCFA
422
United Capital Financial Advisors
Texas
$256K
AA
423
Advisory Alpha
Michigan
$251K
WAM
424
Wallington Asset Management
Indiana
$249K
IWC
425
Integrated Wealth Concepts
Massachusetts
$248K