620 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 193 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

7% less call options, than puts

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

1% less funds holding

Funds holding: 627620 (-7)

13% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 221

Holders
620
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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$309K
SAM
402
Smartleaf Asset Management
Massachusetts
$303K
GIA
403
Gateway Investment Advisers
Ohio
$303K
CPCPP
404
Canada Post Corporation Pension Plan
Canada
$294K
Stifel Financial
405
Stifel Financial
Missouri
$293K
OAM
406
Ostrum Asset Management
France
$291K
DFCM
407
Dark Forest Capital Management
Puerto Rico
$287K
MYAM
408
Meiji Yasuda Asset Management
Japan
$285K
ECM
409
Estabrook Capital Management
New York
$285K
SWM
410
Salvus Wealth Management
New Jersey
$284K
N
411
Numerai
California
$280K
Commonwealth Equity Services
412
Commonwealth Equity Services
Massachusetts
$278K
ECM
413
Evergreen Capital Management
Washington
$274K
PA
414
Procyon Advisors
Connecticut
$269K
AIA
415
AssuredPartners Investment Advisors
Florida
$269K
BG
416
Bahl & Gaynor
Ohio
$269K
Jones Financial Companies
417
Jones Financial Companies
Missouri
$264K
Capstone Investment Advisors
418
Capstone Investment Advisors
New York
$263K
IIA
419
ICW Investment Advisors
Arizona
$262K
FFP
420
FourThought Financial Partners
Florida
$262K
Robeco Institutional Asset Management
421
Robeco Institutional Asset Management
Netherlands
$261K
RWB
422
RMR Wealth Builders
New Jersey
$260K
UCFA
423
United Capital Financial Advisors
Texas
$256K
AA
424
Advisory Alpha
Michigan
$251K
BFG
425
Beacon Financial Group
Texas
$250K