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637 hedge funds and large institutions have $13.6B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 263 increasing their positions, 214 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $2.84M

23% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 214

2.53% more ownership

Funds ownership: 99.65%102.18% (+2.5%)

6% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 72

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 638637 (-1)

0% less capital invested

Capital invested by funds: $13.6B → $13.6B (-$57.5M)

Holders
637
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.39%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
76
Increased
263
Reduced
214
Closed
72
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$334K -$35.3K -199 -9%
AssetMark Inc
427
AssetMark Inc
California
$333K +$236K +1,333 +236%
WCM Investment Management
428
WCM Investment Management
California
$319K +$33.5K +189 +12%
IMCOOI
429
Investment Management Corp of Ontario (IMCO)
Canada
$318K -$53.2K -300 -14%
SO
430
STRS Ohio
Ohio
$317K +$320K +1,807 New
RFC
431
Regions Financial Corp
Alabama
$314K -$43.3K -244 -12%
VCA
432
Verdence Capital Advisors
Maryland
$310K +$26.2K +148 +9%
AS
433
Aware Super
Australia
$302K
SB
434
Simmons Bank
Arkansas
$296K -$165K -932 -36%
MSA
435
MUFG Securities Americas
New York
$294K +$59K +333 +25%
ECM
436
Estabrook Capital Management
New York
$281K
FW
437
FullCircle Wealth
Texas
$280K +$313K +1,768 New
SFA
438
Sequoia Financial Advisors
Ohio
$275K +$278K +1,569 New
OIS
439
OneAscent Investment Solutions
Alabama
$268K -$42.5K -240 -14%
CPIG
440
Chicago Partners Investment Group
Illinois
$265K +$255K +1,438 New
BG
441
Bahl & Gaynor
Ohio
$265K -$213K -1,204 -44%
AAF
442
Andra AP-fonden
Sweden
$263K +$266K +1,500 New
PA
443
Procyon Advisors
Connecticut
$261K
CCA
444
Cadent Capital Advisors
Oklahoma
$260K
GWP
445
Gen-Wealth Partners
Michigan
$260K +$29.3K +165 +13%
FFM
446
Forum Financial Management
Illinois
$259K +$33.3K +188 +15%
RWB
447
RMR Wealth Builders
New Jersey
$256K -$9.4K -53 -4%
HAG
448
HighPoint Advisor Group
Illinois
$248K -$355 -2 -0.1%
AA
449
Advisory Alpha
Michigan
$248K
BEI
450
Benjamin Edwards Inc
Missouri
$246K +$21.8K +123 +10%

IEX Hedge Fund Activity: Q2 2025 in Review

637 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q2 2025, worth a combined $13.6B — down 0.42% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IEX positions and 72 closed out — a net gain of 4 holders — while 263 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $216M. The largest seller was Pictet Asset Management, cutting an estimated $144M.

  • 637 institutional investors held IDEX (IEX) as of Q2 2025, down from 638 in Q1 2025.
  • Funds reported $13.6B of IDEX stock for Q2 2025, down 0.42% quarter-over-quarter.
  • 76 funds opened new IDEX positions in Q2 2025 and 72 closed out, a net change of +4 holders.
  • The largest IDEX buyer in Q2 2025 was Wellington Management Group, an estimated $216M added.
  • The largest IDEX seller in Q2 2025 was Pictet Asset Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2025.