616 hedge funds and large institutions have $12.3B invested in IDEX in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $13.5B → $12.3B (-$1.22B)

20% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 246

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
616
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.48M
Puts
$1.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
HB Wealth Management
Georgia
$244K
SWM
427
Salvus Wealth Management
New Jersey
$242K
PCM
428
Polymer Capital Management
New York
$239K
RWB
429
RMR Wealth Builders
New Jersey
$238K
MSE
430
MUFG Securities EMEA
United Kingdom
$235K
FFP
431
FourThought Financial Partners
Florida
$233K
AA
432
Advisory Alpha
Michigan
$233K
IIA
433
ICW Investment Advisors
Arizona
$232K
WAM
434
Wallington Asset Management
Indiana
$228K
OIS
435
OneAscent Investment Solutions
Alabama
$225K
ET
436
Equitable Trust
Tennessee
$223K
CCA
437
Checchi Capital Advisers
California
$222K
NIM
438
NEOS Investment Management
Connecticut
$218K
VF
439
Virtu Financial
New York
$217K
FFM
440
Forum Financial Management
Illinois
$217K
Jones Financial Companies
441
Jones Financial Companies
Missouri
$215K
BAM
442
Blueshift Asset Management
New Jersey
$214K
SAM
443
Shell Asset Management
Netherlands
$213K
GSC
444
Ground Swell Capital
South Carolina
$213K
CAM
445
Claret Asset Management
Quebec, Canada
$212K
CAM
446
Congress Asset Management
Massachusetts
$210K
SC
447
Savant Capital
Illinois
$208K
PFM
448
Patton Fund Management
Texas
$207K
EWA
449
EverSource Wealth Advisors
Alabama
$206K
CPCPP
450
Canada Post Corporation Pension Plan
Canada
$203K