664 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.4M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Commerce Bank
Missouri
$457K
UCFA
402
United Capital Financial Advisors
Texas
$456K
NMIMC
403
Northwestern Mutual Investment Management Company
Wisconsin
$454K
AWM
404
AE Wealth Management
Kansas
$454K
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$454K
DTL
406
Dynamic Technology Lab
Singapore
$450K
MFG
407
Merit Financial Group
Georgia
$445K
BBHC
408
Brown Brothers Harriman & Co
New York
$445K
FA
409
Fagan Associates
New York
$444K
CP
410
Camelot Portfolios
Ohio
$442K
NAMM
411
NorthStar Asset Management (Massachusetts)
Massachusetts
$440K
GAM
412
Guinness Asset Management
United Kingdom
$422K
SWM
413
Salvus Wealth Management
New Jersey
$421K
GIA
414
Gateway Investment Advisers
Ohio
$419K
NDSIB
415
North Dakota State Investment Board
North Dakota
$419K
ECM
416
Evergreen Capital Management
Washington
$409K
EPW
417
Evolve Private Wealth
California
$403K
MM
418
MQS Management
New York
$398K
IWC
419
Integrated Wealth Concepts
Massachusetts
$397K
AWM
420
Avior Wealth Management
Nebraska
$396K
AI
421
Atria Investments
North Carolina
$394K
AssetMark Inc
422
AssetMark Inc
California
$393K
MSA
423
MUFG Securities Americas
New York
$393K
BFG
424
Beacon Financial Group
Texas
$389K
SAM
425
Securian Asset Management
Minnesota
$388K