618 hedge funds and large institutions have $15.6B invested in IDEX in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 207 increasing their positions, 217 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+15
Holders Change %
+2.49%
% of All Funds
8.23%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
77
Increased
207
Reduced
217
Closed
54
Calls
$7.33M
Puts
$6.05M
Net Calls
+$1.29M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
426
Guggenheim Capital
Illinois
$263K +$36.8K +176 +16%
FBT
427
First Bank & Trust
South Dakota
$259K -$114K -544 -31%
BFG
428
Bleakley Financial Group
New Jersey
$254K +$10K +48 +4%
DC
429
Davenport & Co
Virginia
$254K -$21.6K -103 -8%
SAM
430
Shell Asset Management
Netherlands
$254K -$281K -1,342 -53%
TSS
431
Two Sigma Securities
New York
$254K +$254K +1,213 New
AMCA
432
Arthur M. Cohen & Associates
Illinois
$251K -$105K -500 -29%
HWM
433
HB Wealth Management
Georgia
$242K +$45.4K +217 +23%
FT
434
Fiduciary Trust
Massachusetts
$242K +$242K +1,154 New
JSA
435
Jacobson & Schmitt Advisors
Wisconsin
$241K -$3.77K -18 -2%
AWM
436
Apollon Wealth Management
South Carolina
$239K -$1.01M -4,839 -81%
Commonwealth Equity Services
437
Commonwealth Equity Services
Massachusetts
$238K -$109K -520 -31%
GIA
438
Gateway Investment Advisers
Ohio
$237K -$3.56K -17 -1%
MSA
439
MUFG Securities Americas
New York
$234K +$234K +1,118 New
PI
440
PineBridge Investments
New York
$231K +$231K +1,103 New
Walleye Capital
441
Walleye Capital
New York
$226K +$89.8K +429 +66%
BFM
442
Boston Financial Management
Massachusetts
$226K +$226K +1,078 New
SC
443
Syon Capital
California
$225K +$225K +1,076 New
MYAM
444
Meiji Yasuda Asset Management
Japan
$224K
LFM
445
LGT Fund Management
Liechtenstein
$220K
MIA
446
MeadowBrook Investment Advisors
Michigan
$219K -$4.19K -20 -2%
HI
447
Horizon Investments
North Carolina
$216K +$1.25K +6 +0.6%
WCM Investment Management
448
WCM Investment Management
California
$215K +$215K +1,030 New
CWM
449
Connecticut Wealth Management
Connecticut
$214K
RF
450
Rossby Financial
Florida
$213K +$213K +1,018 New