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671 hedge funds and large institutions have $14.2B invested in IDEX in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 230 increasing their positions, 208 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $12.1M

11% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 208

7% more funds holding

Funds holding: 627671 (+44)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$430M)

2.43% less ownership

Funds ownership: 103.12%100.69% (-2.4%)

Holders
671
Holders Change
+44
Holders Change %
+7.02%
% of All Funds
8.27%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
110
Increased
230
Reduced
208
Closed
55
Calls
$14.4M
Puts
$12.1M
Net Calls
+$2.25M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
426
MUFG Securities Americas
New York
$393K +$10.9K +55 +3%
BFG
427
Beacon Financial Group
Texas
$389K +$128K +646 +46%
SAM
428
Securian Asset Management
Minnesota
$388K +$19.7K +100 +5%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$377K
PF
430
Phoenix Financial
Israel
$372K -$58.8K -298 -13%
WI
431
Wahed Invest
New York
$365K -$12.4K -63 -3%
LIP
432
Lighthouse Investment Partners
Florida
$352K +$366K +1,856 New
MYAM
433
Meiji Yasuda Asset Management
Japan
$351K +$49.4K +250 +16%
Teacher Retirement System of Texas
434
Teacher Retirement System of Texas
Texas
$332K -$148K -751 -30%
BP
435
Ballentine Partners
Massachusetts
$329K +$343K +1,737 New
HFS
436
Hantz Financial Services
Michigan
$319K +$77.8K +394 +31%
PA
437
Procyon Advisors
Connecticut
$318K +$32.2K +163 +11%
IIA
438
ICW Investment Advisors
Arizona
$315K +$37.5K +190 +13%
HP
439
Hikari Power
Japan
$315K -$535K -2,710 -62%
OAM
440
Ostrum Asset Management
France
$314K +$4.74K +24 +1%
CPCPP
441
Canada Post Corporation Pension Plan
Canada
$313K
DC
442
Diametric Capital
Massachusetts
$311K +$324K +1,643 New
ECM
443
Estabrook Capital Management
New York
$303K
MAS
444
Meeder Advisory Services
Ohio
$301K -$145K -737 -32%
NC
445
nVerses Capital
Florida
$288K +$300K +1,518 New
SAM
446
Smartleaf Asset Management
Massachusetts
$287K -$25.1K -127 -8%
BG
447
Bahl & Gaynor
Ohio
$286K
CCA
448
Checchi Capital Advisers
California
$285K +$53.9K +273 +22%
BHC
449
Bull Harbor Capital
Maryland
$284K +$296K +1,497 New
EWA
450
EP Wealth Advisors
California
$284K +$62.8K +318 +27%