629 hedge funds and large institutions have $13.5B invested in IDEX in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 261 increasing their positions, 210 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.43%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
77
Increased
261
Reduced
210
Closed
69
Calls
$3.62M
Puts
$2.84M
Net Calls
+$779K
Net Calls Change
-$857K
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
426
Regions Financial Corp
Alabama
$314K -$42.8K -244 -12%
VCA
427
Verdence Capital Advisors
Maryland
$310K +$26K +148 +9%
AS
428
Aware Super
Australia
$302K
SB
429
Simmons Bank
Arkansas
$296K -$164K -932 -36%
MSA
430
MUFG Securities Americas
New York
$294K +$58.5K +333 +25%
SC
431
Savant Capital
Illinois
$290K +$290K +1,653 New
ECM
432
Estabrook Capital Management
New York
$281K
FW
433
FullCircle Wealth
Texas
$280K +$280K +1,768 New
SFA
434
Sequoia Financial Advisors
Ohio
$275K +$275K +1,569 New
OIS
435
OneAscent Investment Solutions
Alabama
$268K -$42.1K -240 -14%
CPIG
436
Chicago Partners Investment Group
Illinois
$265K +$265K +1,438 New
BG
437
Bahl & Gaynor
Ohio
$265K -$211K -1,204 -44%
AAF
438
Andra AP-fonden
Sweden
$263K +$263K +1,500 New
PA
439
Procyon Advisors
Connecticut
$261K
CCA
440
Cadent Capital Advisors
Oklahoma
$260K
GWP
441
Gen-Wealth Partners
Michigan
$260K +$29K +165 +13%
FFM
442
Forum Financial Management
Illinois
$259K +$33K +188 +15%
RWB
443
RMR Wealth Builders
New Jersey
$256K -$9.31K -53 -4%
HAG
444
HighPoint Advisor Group
Illinois
$248K -$351 -2 -0.1%
AA
445
Advisory Alpha
Michigan
$248K
BEI
446
Benjamin Edwards Inc
Missouri
$246K +$21.6K +123 +10%
WAM
447
Wallington Asset Management
Indiana
$246K
ATC
448
Argent Trust Co
Tennessee
$245K
MPM
449
MBB Public Markets
Illinois
$244K -$56.7K -323 -19%
CAM
450
Creekmur Asset Management
Illinois
$241K +$54.6K +311 +29%