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671 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, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
401
Empirical Finance
Pennsylvania
$477K -$987 -5 -0.2%
SA
402
Sanctuary Advisors
Indiana
$463K +$12.2K +62 +3%
HWM
403
HB Wealth Management
Georgia
$457K +$20.7K +105 +5%
CB
404
Commerce Bank
Missouri
$457K -$39.7K -201 -8%
UCFA
405
United Capital Financial Advisors
Texas
$456K +$191K +968 +67%
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$454K +$592 +3 +0.1%
AWM
407
AE Wealth Management
Kansas
$454K -$41.1K -208 -8%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$454K +$130K +657 +38%
DTL
409
Dynamic Technology Lab
Singapore
$450K +$468K +2,372 New
MFG
410
Merit Financial Group
Georgia
$445K +$33.2K +168 +8%
BBHC
411
Brown Brothers Harriman & Co
New York
$445K +$118K +599 +34%
FA
412
Fagan Associates
New York
$444K
CP
413
Camelot Portfolios
Ohio
$442K -$50.7K -257 -10%
NAMM
414
NorthStar Asset Management (Massachusetts)
Massachusetts
$440K -$1.52M -7,712 -77%
GAM
415
Guinness Asset Management
United Kingdom
$422K
SWM
416
Salvus Wealth Management
New Jersey
$421K +$123K +625 +39%
GIA
417
Gateway Investment Advisers
Ohio
$419K +$101K +510 +30%
NDSIB
418
North Dakota State Investment Board
North Dakota
$419K -$77.2K -391 -15%
ECM
419
Evergreen Capital Management
Washington
$409K +$122K +620 +40%
EPW
420
Evolve Private Wealth
California
$403K +$11.4K +58 +3%
MM
421
MQS Management
New York
$398K +$415K +2,102 New
IWC
422
Integrated Wealth Concepts
Massachusetts
$397K +$138K +700 +50%
AWM
423
Avior Wealth Management
Nebraska
$396K -$36.9K -187 -8%
AI
424
Atria Investments
North Carolina
$394K +$8.29K +42 +2%
AssetMark Inc
425
AssetMark Inc
California
$393K -$240K -1,215 -37%