624 hedge funds and large institutions have $13.7B invested in IDEX in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% less funds holding

Funds holding: 629624 (-5)

7% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $22.1M

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 222

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.5M
Puts
$22.1M
Net Calls
Net Calls Change

Top Sellers

1 -$134M
2 -$109M
3 -$56.1M
4
Squarepoint
Squarepoint
New York
-$49.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Advisory Alpha
Michigan
$251K
BFG
427
Beacon Financial Group
Texas
$250K
WAM
428
Wallington Asset Management
Indiana
$249K
IWC
429
Integrated Wealth Concepts
Massachusetts
$248K
EWA
430
EverSource Wealth Advisors
Alabama
$247K
OIS
431
OneAscent Investment Solutions
Alabama
$246K
ET
432
Equitable Trust
Tennessee
$244K
NIM
433
NEOS Investment Management
Connecticut
$241K
MNA
434
Manning & Napier Advisors
New York
$240K
CIA
435
Caerus Investment Advisors
Texas
$237K
FT
436
Fiduciary Trust
Massachusetts
$232K
WCM
437
Washington Capital Management
Washington
$231K
KF
438
Krilogy Financial
Missouri
$231K
CAM
439
Claret Asset Management
Quebec, Canada
$231K
HFS
440
Hantz Financial Services
Michigan
$229K
PFM
441
Patton Fund Management
Texas
$227K
PWM
442
Perigon Wealth Management
California
$219K
SSWM
443
Sheets Smith Wealth Management
North Carolina
$219K
GRP
444
Global Retirement Partners
California
$219K
CCA
445
Checchi Capital Advisers
California
$219K
Bank Julius Baer & Co
446
Bank Julius Baer & Co
Switzerland
$214K
AMCA
447
Arthur M. Cohen & Associates
Illinois
$214K
PI
448
PFG Investments
New York
$213K
DC
449
Davenport & Co
Virginia
$212K
EWA
450
EP Wealth Advisors
California
$210K