628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
401
LRT Capital Management
Texas
$398K +$398K +2,202 New
KRSITF
402
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$398K +$398K +2,202 New
IMCOOI
403
Investment Management Corp of Ontario (IMCO)
Canada
$382K
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$380K +$5.07K +28 +1%
PTC
405
Petrus Trust Company
Texas
$379K +$379K +2,097 New
GAM
406
Guinness Asset Management
United Kingdom
$376K -$59.5K -329 -14%
RFC
407
Regions Financial Corp
Alabama
$368K -$34.6K -191 -9%
AIA
408
AssuredPartners Investment Advisors
Florida
$368K +$34.2K +189 +10%
WI
409
Wahed Invest
New York
$361K +$11.4K +63 +3%
AS
410
Altshuler Shaham
Israel
$356K
PF
411
Phoenix Financial
Israel
$354K -$58.7K -323 -14%
SDIC
412
South Dakota Investment Council
South Dakota
$353K +$353K +1,950 New
AAM
413
Azzad Asset Management
Virginia
$347K +$16.6K +92 +5%
OIA
414
OneDigital Investment Advisors
Kansas
$339K +$46K +254 +16%
PAS
415
Park Avenue Securities
New York
$338K -$83.1K -460 -20%
SAW
416
Signal Advisors Wealth
Michigan
$334K +$4.7K +26 +1%
GAM
417
Gotham Asset Management
New York
$329K +$329K +1,820 New
OIS
418
OneAscent Investment Solutions
Alabama
$320K +$320K +1,769 New
N
419
Natixis
France
$319K +$213K +1,189 +202%
RS
420
R Squared
Hong Kong
$317K +$317K +1,750 New
AS
421
Aware Super
Australia
$311K
MPM
422
MBB Public Markets
Illinois
$310K +$310K +1,712 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$302K -$76K -419 -20%
SWP
424
Stratos Wealth Partners
Ohio
$300K -$794K -4,389 -73%
OTPPB
425
Ontario Teachers' Pension Plan Board
Ontario, Canada
$298K -$81.1K -448 -21%