624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

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

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
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
PCM
401
Prelude Capital Management
New York
$313K
BBHC
402
Brown Brothers Harriman & Co
New York
$311K
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$309K
SAM
404
Smartleaf Asset Management
Massachusetts
$303K
GIA
405
Gateway Investment Advisers
Ohio
$303K
CPCPP
406
Canada Post Corporation Pension Plan
Canada
$294K
Stifel Financial
407
Stifel Financial
Missouri
$293K
OAM
408
Ostrum Asset Management
France
$291K
DFCM
409
Dark Forest Capital Management
Puerto Rico
$287K
MYAM
410
Meiji Yasuda Asset Management
Japan
$285K
ECM
411
Estabrook Capital Management
New York
$285K
SWM
412
Salvus Wealth Management
New Jersey
$284K
N
413
Numerai
California
$280K
Commonwealth Equity Services
414
Commonwealth Equity Services
Massachusetts
$278K
ECM
415
Evergreen Capital Management
Washington
$274K
PA
416
Procyon Advisors
Connecticut
$269K
AIA
417
AssuredPartners Investment Advisors
Florida
$269K
BG
418
Bahl & Gaynor
Ohio
$269K
Jones Financial Companies
419
Jones Financial Companies
Missouri
$264K
Capstone Investment Advisors
420
Capstone Investment Advisors
New York
$263K
IIA
421
ICW Investment Advisors
Arizona
$262K
FFP
422
FourThought Financial Partners
Florida
$262K
Robeco Institutional Asset Management
423
Robeco Institutional Asset Management
Netherlands
$261K
RWB
424
RMR Wealth Builders
New Jersey
$260K
UCFA
425
United Capital Financial Advisors
Texas
$256K