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631 hedge funds and large institutions have $12.4B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 250 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $1.48M

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% less funds holding

Funds holding: 637631 (-6)

1.7% less ownership

Funds ownership: 102.18%100.48% (-1.7%)

8% less capital invested

Capital invested by funds: $13.6B → $12.4B (-$1.11B)

18% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 250

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
631
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
8.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
82
Increased
204
Reduced
250
Closed
81
Calls
$4.48M
Puts
$1.48M
Net Calls
+$3M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
426
AXQ Capital
New Jersey
$284K -$87.2K -516 -23%
CPIG
427
Chicago Partners Investment Group
Illinois
$279K +$39K +231 +16%
CWA
428
Canvas Wealth Advisors
Kansas
$274K +$277K +1,639 New
TSS
429
Two Sigma Securities
New York
$271K -$363K -2,150 -56%
HI
430
Horizon Investments
North Carolina
$267K -$348K -2,060 -56%
SC
431
Scratch Capital
Idaho
$261K +$270K +1,601 New
ECM
432
Estabrook Capital Management
New York
$260K
PA
433
Procyon Advisors
Connecticut
$247K +$5.07K +30 +2%
BG
434
Bahl & Gaynor
Ohio
$246K
HWM
435
HB Wealth Management
Georgia
$244K +$55.1K +326 +28%
SWM
436
Salvus Wealth Management
New Jersey
$242K +$251K +1,485 New
PCM
437
Polymer Capital Management
New York
$239K +$248K +1,470 New
RWB
438
RMR Wealth Builders
New Jersey
$238K +$844 +5 +0.3%
MSE
439
MUFG Securities EMEA
United Kingdom
$235K +$206K +1,218 +546%
FFP
440
FourThought Financial Partners
Florida
$233K +$242K +1,431 New
AA
441
Advisory Alpha
Michigan
$233K
IIA
442
ICW Investment Advisors
Arizona
$232K +$241K +1,428 New
WAM
443
Wallington Asset Management
Indiana
$228K
OIS
444
OneAscent Investment Solutions
Alabama
$225K -$24.7K -146 -10%
ET
445
Equitable Trust
Tennessee
$223K +$17.2K +102 +8%
CCA
446
Checchi Capital Advisers
California
$222K +$2.03K +12 +0.9%
NIM
447
NEOS Investment Management
Connecticut
$218K +$226K +1,340 New
VF
448
Virtu Financial
New York
$217K -$863K -5,107 -79%
FFM
449
Forum Financial Management
Illinois
$217K -$24K -142 -10%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$215K +$90.7K +537 +68%