We are live on ! Find out more

631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
401
Panagora Asset Management
Massachusetts
$359K
OAM
402
Ostrum Asset Management
France
$354K -$11.3K -67 -3%
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$352K -$59.1K -350 -14%
AI
404
Atria Investments
North Carolina
$342K -$156K -922 -30%
AAM
405
Azzad Asset Management
Virginia
$342K +$28.4K +168 +9%
WI
406
Wahed Invest
New York
$336K +$2.03K +12 +0.6%
MSA
407
MUFG Securities Americas
New York
$331K +$60.3K +357 +21%
Balyasny Asset Management
408
Balyasny Asset Management
Illinois
$326K +$339K +2,005 New
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K -$11.8K -70 -3%
PHK
410
Point72 Hong Kong
Hong Kong
$323K +$335K +1,982 New
TA
411
Tectonic Advisors
Texas
$322K +$334K +1,977 New
CGH
412
Crossmark Global Holdings
Texas
$314K -$38.8K -230 -11%
TRCT
413
Tower Research Capital (TRC)
New York
$313K +$130K +772 +67%
VCA
414
Verdence Capital Advisors
Maryland
$312K +$16.2K +96 +5%
FT
415
Fiduciary Trust
Massachusetts
$307K -$105K -624 -25%
LOAMU
416
Lombard Odier Asset Management (USA)
New York
$306K +$318K +1,883 New
PCMH
417
Polymer Capital Management (HK)
Hong Kong
$303K +$314K +1,861 New
GWMR
418
GC Wealth Management RIA
Massachusetts
$299K +$310K +1,834 New
GCM
419
Graham Capital Management
Connecticut
$295K +$306K +1,812 New
SO
420
STRS Ohio
Ohio
$294K
IA
421
Inspire Advisors
Idaho
$293K -$356K -2,107 -54%
MAS
422
Meeder Advisory Services
Ohio
$291K -$131K -776 -30%
RCM
423
Requisite Capital Management
Texas
$290K +$301K +1,783 New
BFG
424
Beacon Financial Group
Texas
$289K +$299K +1,773 New
DC
425
Davenport & Co
Virginia
$288K -$27.5K -163 -8%