618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
401
Vident Advisory
Georgia
$332K -$3.65M -17,423 -92%
BWG
402
Berry Wealth Group
Texas
$323K +$16.1K +77 +5%
EP
403
Edgestream Partners
New Jersey
$317K +$317K +1,514 New
TWC
404
TD Waterhouse Canada
Ontario, Canada
$314K -$2.93K -14 -0.9%
PA
405
Procyon Advisors
Connecticut
$311K -$130K -622 -29%
CI
406
CX Institutional
Indiana
$311K +$3.98K +19 +1%
CCA
407
Cadent Capital Advisors
Oklahoma
$310K
NA
408
NewEdge Advisors
Louisiana
$307K -$17.6K -84 -5%
RWB
409
RMR Wealth Builders
New Jersey
$301K
HAG
410
HighPoint Advisor Group
Illinois
$298K +$5.26K +27 +2%
BAM
411
Blueshift Asset Management
New Jersey
$298K +$298K +1,424 New
AA
412
Advisory Alpha
Michigan
$297K +$2.3K +11 +0.8%
OTL
413
Oak Thistle LLC
New York
$297K +$297K +1,418 New
WAM
414
Wallington Asset Management
Indiana
$293K
ATC
415
Argent Trust Co
Tennessee
$293K
CCA
416
Checchi Capital Advisers
California
$286K -$6.07K -29 -2%
TBT
417
Texas Bank & Trust
Texas
$283K +$283K +1,350 New
GWP
418
Gen-Wealth Partners
Michigan
$277K +$3.77K +18 +1%
PAG
419
Private Advisor Group
New Jersey
$269K -$3.56K -17 -1%
PI
420
PFG Investments
New York
$269K +$628 +3 +0.2%
FFM
421
Forum Financial Management
Illinois
$269K +$269K +1,283 New
AAS
422
Avantax Advisory Services
Texas
$268K -$34.9K -167 -12%
MHIC
423
Marble Harbor Investment Counsel
Massachusetts
$267K
BEI
424
Benjamin Edwards Inc
Missouri
$264K +$2.72K +13 +1%
RC
425
Rovin Capital
Arizona
$263K -$13K -62 -5%