628 hedge funds and large institutions have $13.4B invested in IDEX in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 221 increasing their positions, 217 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+10
Holders Change %
+1.62%
% of All Funds
8.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
221
Reduced
217
Closed
65
Calls
$3.66M
Puts
$2.03M
Net Calls
+$1.64M
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
EF
426
Empowered Funds
Pennsylvania
$298K +$9.77K +54 +3%
Walleye Capital
427
Walleye Capital
New York
$297K +$101K +560 +52%
WCM Investment Management
428
WCM Investment Management
California
$294K +$107K +593 +58%
VCA
429
Verdence Capital Advisors
Maryland
$293K +$181 +1 +0.1%
ECM
430
Estabrook Capital Management
New York
$290K
USAA
431
United Services Automobile Association
Texas
$281K +$281K +1,551 New
RWB
432
RMR Wealth Builders
New Jersey
$273K +$13.4K +74 +5%
PA
433
Procyon Advisors
Connecticut
$269K
CCA
434
Cadent Capital Advisors
Oklahoma
$268K
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$268K -$395K -2,184 -60%
LWMM
436
Legacy Wealth Management (Mississippi)
Mississippi
$267K +$267K +1,473 New
VI
437
Versor Investments
New York
$260K +$260K +1,438 New
AA
438
Advisory Alpha
Michigan
$255K -$1.99K -11 -0.8%
WAM
439
Wallington Asset Management
Indiana
$253K
ATC
440
Argent Trust Co
Tennessee
$253K
CCA
441
Checchi Capital Advisers
California
$245K -$2.72K -15 -1%
TBT
442
Texas Bank & Trust
Texas
$244K
HAG
443
HighPoint Advisor Group
Illinois
$244K -$19.6K -114 -7%
MSA
444
MUFG Securities Americas
New York
$243K +$40.4K +223 +20%
GWP
445
Gen-Wealth Partners
Michigan
$238K -$1.27K -7 -0.5%
PI
446
PFG Investments
New York
$233K +$543 +3 +0.2%
FFM
447
Forum Financial Management
Illinois
$233K +$543 +3 +0.2%
BEI
448
Benjamin Edwards Inc
Missouri
$232K +$3.08K +17 +1%
MHIC
449
Marble Harbor Investment Counsel
Massachusetts
$231K
TC
450
TownSquare Capital
Utah
$226K +$226K +1,248 New