627 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, 202 increasing their positions, 249 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $13.5B → $12.4B (-$1.11B)

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atria Investments
North Carolina
$342K
AAM
402
Azzad Asset Management
Virginia
$342K
WI
403
Wahed Invest
New York
$336K
MSA
404
MUFG Securities Americas
New York
$331K
Balyasny Asset Management
405
Balyasny Asset Management
Illinois
$326K
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K
PHK
407
Point72 Hong Kong
Hong Kong
$323K
TA
408
Tectonic Advisors
Texas
$322K
CGH
409
Crossmark Global Holdings
Texas
$314K
TRCT
410
Tower Research Capital (TRC)
New York
$313K
VCA
411
Verdence Capital Advisors
Maryland
$312K
FT
412
Fiduciary Trust
Massachusetts
$307K
LOAMU
413
Lombard Odier Asset Management (USA)
New York
$306K
PCMH
414
Polymer Capital Management (HK)
Hong Kong
$303K
GWMR
415
GC Wealth Management RIA
Massachusetts
$299K
GCM
416
Graham Capital Management
Connecticut
$295K
SO
417
STRS Ohio
Ohio
$294K
IA
418
Inspire Advisors
Idaho
$293K
MAS
419
Meeder Advisory Services
Ohio
$291K
RCM
420
Requisite Capital Management
Texas
$290K
BFG
421
Beacon Financial Group
Texas
$289K
DC
422
Davenport & Co
Virginia
$288K
AC
423
AXQ Capital
New Jersey
$284K
CPIG
424
Chicago Partners Investment Group
Illinois
$279K
CWA
425
Canvas Wealth Advisors
Kansas
$274K