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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
Holders
671
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
EF
401
Empirical Finance
Pennsylvania
$477K
SA
402
Sanctuary Advisors
Indiana
$463K
HWM
403
HB Wealth Management
Georgia
$457K
CB
404
Commerce Bank
Missouri
$457K
UCFA
405
United Capital Financial Advisors
Texas
$456K
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$454K
AWM
407
AE Wealth Management
Kansas
$454K
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$454K
DTL
409
Dynamic Technology Lab
Singapore
$450K
MFG
410
Merit Financial Group
Georgia
$445K
BBHC
411
Brown Brothers Harriman & Co
New York
$445K
FA
412
Fagan Associates
New York
$444K
CP
413
Camelot Portfolios
Ohio
$442K
NAMM
414
NorthStar Asset Management (Massachusetts)
Massachusetts
$440K
GAM
415
Guinness Asset Management
United Kingdom
$422K
SWM
416
Salvus Wealth Management
New Jersey
$421K
GIA
417
Gateway Investment Advisers
Ohio
$419K
NDSIB
418
North Dakota State Investment Board
North Dakota
$419K
ECM
419
Evergreen Capital Management
Washington
$409K
EPW
420
Evolve Private Wealth
California
$403K
MM
421
MQS Management
New York
$398K
IWC
422
Integrated Wealth Concepts
Massachusetts
$397K
AWM
423
Avior Wealth Management
Nebraska
$396K
AI
424
Atria Investments
North Carolina
$394K
AssetMark Inc
425
AssetMark Inc
California
$393K